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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 %
MML Investors Services
101
MML Investors Services
Massachusetts
$9.88M 402,617 +55,745 +16%
MCM
102
MAI Capital Management
Ohio
$9.47M 386,071 +6,867 +2%
LFA
103
Legend Financial Advisors
Pennsylvania
$9.39M 382,532 -3,337 -0.9%
QWM
104
Quadcap Wealth Management
Texas
$9.29M 378,479 +10,511 +3%
AFA
105
Arlington Financial Advisors
California
$9.27M 377,760 -6,119 -2%
MFG
106
Merit Financial Group
Georgia
$9.16M 373,221 -252,099 -40%
DC
107
Davenport & Co
Virginia
$9.15M 373,027 +373,027 New
HWP
108
Highline Wealth Partners
California
$8.91M 363,166 +59,167 +19%
PCM
109
Pennsylvania Capital Management
Pennsylvania
$8.74M 356,328 -5,346 -1%
BGAI
110
Bruce G. Allen Investments
Colorado
$8.63M 351,704 -4,498 -1%
LTL
111
Lowery Thomas LLC
California
$8.62M 351,269 -12,205 -3%
PAS
112
Park Avenue Securities
New York
$8.62M 351,256 +233,455 +198%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$8.59M 350,010 +349,984 +1,346,092%
KAS
114
Kestra Advisory Services
Texas
$8.43M 343,549 -377,341 -52%
LAM
115
Lakewood Asset Management
Illinois
$8.23M 335,309 +13,772 +4%
AG
116
AlTi Global
New York
$8.15M 332,250 +386 +0.1%
MIA
117
Milestone Investment Advisors
Wisconsin
$8.15M 332,021 +2,605 +0.8%
RF
118
RHS Financial
California
$8.05M 327,963 -16,002 -5%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$7.73M 316,117 +57,365 +22%
WSFS
120
Wilmington Savings Fund Society
Delaware
$7.31M 297,986
GFP
121
Guardian Financial Partners
California
$7.15M 291,211 +31,129 +12%
KWM
122
Kingsview Wealth Management
Oregon
$7.1M 289,320 +746 +0.3%
LIM
123
Leavell Investment Management
Alabama
$7.08M 288,425 +3,411 +1%
RFA
124
Rollins Financial Advisors
New York
$6.96M 283,545 -34,830 -11%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$6.9M 281,108 +4,224 +2%