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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
BCWM
51
Bartlett & Co Wealth Management
Ohio
$23.1M
Corient Private Wealth
52
Corient Private Wealth
Florida
$22.3M
MWP
53
Moller Wealth Partners
$21.4M
FSG
54
Financial Strategies Group
Michigan
$21.4M
CPC
55
Consolidated Planning Corp
Georgia
$20.3M
CAC
56
Certified Advisory Corp
Florida
$19.5M
WTA
57
Washington Trust Advisors
Massachusetts
$19.1M
FCM
58
Firestone Capital Management
Florida
$18.7M
TCM
59
TruNorth Capital Management
Michigan
$18.7M
YAL
60
Your Advocates Ltd
Texas
$18.6M
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$18.4M
EWP
62
Elevation Wealth Partners
California
$17.9M
PS
63
Principal Securities
Iowa
$17M
PPW
64
Pasadena Private Wealth
California
$16.4M
CFA
65
Cahill Financial Advisors
Minnesota
$16.2M
CWM
66
Cabot Wealth Management
Massachusetts
$16.1M
BWA
67
Burt Wealth Advisors
Maryland
$16.1M
SWA
68
Strata Wealth Advisors
Texas
$15.9M
USCWA
69
U.S. Capital Wealth Advisors
Texas
$15.7M
SIP
70
Sellwood Investment Partners
Oregon
$15.1M
EF
71
Envision Financial
Wisconsin
$14.6M
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$14.6M
UFAC
73
Urban Financial Advisory Corp
Illinois
$14.5M
WPIC
74
White Pine Investment Company
Michigan
$14.4M
ES
75
Eagle Strategies
New York
$14.4M