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Schwab Fundamental US Large Company Index ETF

654 hedge funds and large institutions have $15.1B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 275 increasing their positions, 187 reducing their positions, and 42 closing their positions.

Holders
654
Holders Change
+24
Holders Change %
+3.81%
% of All Funds
8.78%
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
78
Increased
275
Reduced
187
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RDWM
676
Red Door Wealth Management
Tennessee
-10,437 Closed
VPIM
677
Vanguard Personalized Indexing Management
California
-10,128 Closed
MCM
678
Mainstream Capital Management
California
-9,372 Closed
EI
679
eCIO Inc
Wisconsin
-9,020 Closed
CAAS
680
Capital Asset Advisory Services
Michigan
-8,693 Closed
Bessemer Group
681
Bessemer Group
New Jersey
-5,859 Closed
DJSG
682
D.J. St. Germain
Massachusetts
-4,212 Closed
CCM
683
Coldstream Capital Management
Washington
-2,622 Closed
BWM
684
Bernard Wealth Management
Michigan
-2,424 Closed
PWA
685
Physician Wealth Advisors
Utah
-2,079 Closed
JWA
686
JFS Wealth Advisors
Pennsylvania
-1,851 Closed
ACA
687
American Capital Advisory
Idaho
-1,792 Closed
WT
688
Washington Trust
Rhode Island
-1,254 Closed
BGWM
689
Bridge Generations Wealth Management
Florida
-1,169 Closed
Fifth Third Bancorp
690
Fifth Third Bancorp
Ohio
-594 Closed
WAG
691
Wiser Advisor Group
Arizona
-318 Closed
HCP
692
Hexagon Capital Partners
Arkansas
-291 Closed
GP
693
Greenline Partners
New York
-207 Closed
FMII
694
Farmers & Merchants Investments Inc
Nebraska
-189 Closed
CBT
695
Crews Bank & Trust
Florida
-168 Closed
CFFP
696
Center for Financial Planning
Michigan
-131 Closed
LWMI
697
Legacy Wealth Management (Idaho)
Idaho
-27 Closed