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Schwab Fundamental US Large Company Index ETF

661 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 80 funds opening new positions, 278 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWTB
676
First Western Trust Bank
Colorado
TSS
677
Two Sigma Securities
New York
BWA
678
Bordeaux Wealth Advisors
California
PCMN
679
Paradigm Capital Management (Nevada)
Nevada
Natixis Advisors
680
Natixis Advisors
Massachusetts
BB
681
Busey Bank
Illinois
CCWA
682
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
RDWM
683
Red Door Wealth Management
Tennessee
VPIM
684
Vanguard Personalized Indexing Management
California
MCM
685
Mainstream Capital Management
California
EI
686
eCIO Inc
Wisconsin
CAAS
687
Capital Asset Advisory Services
Michigan
Bessemer Group
688
Bessemer Group
New Jersey
DJSG
689
D.J. St. Germain
Massachusetts
CCM
690
Coldstream Capital Management
Washington
BWM
691
Bernard Wealth Management
Michigan
PWA
692
Physician Wealth Advisors
Utah
JWA
693
JFS Wealth Advisors
Pennsylvania
ACA
694
American Capital Advisory
Idaho
WT
695
Washington Trust
Rhode Island
BGWM
696
Bridge Generations Wealth Management
Florida
TAM
697
Tucker Asset Management
Colorado
Fifth Third Bancorp
698
Fifth Third Bancorp
Ohio
WAG
699
Wiser Advisor Group
Arizona
HCP
700
Hexagon Capital Partners
Arkansas