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Schwab Fundamental US Large Company Index ETF

657 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, 275 increasing their positions, 188 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
8.81%
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
80
Increased
275
Reduced
188
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Natixis Advisors
676
Natixis Advisors
Massachusetts
-$268K -11,371 Closed
BB
677
Busey Bank
Illinois
-$268K -11,350 Closed
CCWA
678
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$251K -10,634 Closed
RDWM
679
Red Door Wealth Management
Tennessee
-$246K -10,437 Closed
VPIM
680
Vanguard Personalized Indexing Management
California
-$239K -10,128 Closed
MCM
681
Mainstream Capital Management
California
-$221K -9,372 Closed
EI
682
eCIO Inc
Wisconsin
-$213K -9,020 Closed
CAAS
683
Capital Asset Advisory Services
Michigan
-$206K -8,693 Closed
Bessemer Group
684
Bessemer Group
New Jersey
-$138K -5,859 Closed
DJSG
685
D.J. St. Germain
Massachusetts
-$99.4K -4,212 Closed
CCM
686
Coldstream Capital Management
Washington
-$61.9K -2,622 Closed
BWM
687
Bernard Wealth Management
Michigan
-$57.2K -2,424 Closed
PWA
688
Physician Wealth Advisors
Utah
-$49.1K -2,079 Closed
JWA
689
JFS Wealth Advisors
Pennsylvania
-$43.7K -1,851 Closed
ACA
690
American Capital Advisory
Idaho
-$42.3K -1,792 Closed
WT
691
Washington Trust
Rhode Island
-$29.6K -1,254 Closed
BGWM
692
Bridge Generations Wealth Management
Florida
-$27.6K -1,169 Closed
Fifth Third Bancorp
693
Fifth Third Bancorp
Ohio
-$14K -594 Closed
WAG
694
Wiser Advisor Group
Arizona
-$7.5K -318 Closed
HCP
695
Hexagon Capital Partners
Arkansas
-$6.87K -291 Closed
GP
696
Greenline Partners
New York
-$111K -207 Closed
FMII
697
Farmers & Merchants Investments Inc
Nebraska
-$4.46K -189 Closed
CBT
698
Crews Bank & Trust
Florida
-$3.97K -168 Closed
CFFP
699
Center for Financial Planning
Michigan
-$3.09K -131 Closed
LWMI
700
Legacy Wealth Management (Idaho)
Idaho
-$638 -27 Closed