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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 %
NHC
101
Nicholas Hoffman & Company
Georgia
$9.9M +$198K +8,049 +2%
MML Investors Services
102
MML Investors Services
Massachusetts
$9.88M +$1.37M +55,745 +16%
MCM
103
MAI Capital Management
Ohio
$9.47M +$169K +6,867 +2%
LFA
104
Legend Financial Advisors
Pennsylvania
$9.39M -$81.9K -3,337 -0.9%
QWM
105
Quadcap Wealth Management
Texas
$9.29M +$258K +10,511 +3%
AFA
106
Arlington Financial Advisors
California
$9.27M -$150K -6,119 -2%
MFG
107
Merit Financial Group
Georgia
$9.16M -$6.19M -252,099 -40%
DC
108
Davenport & Co
Virginia
$9.15M +$9.15M +373,027 New
HWP
109
Highline Wealth Partners
California
$8.91M +$1.45M +59,167 +19%
PCM
110
Pennsylvania Capital Management
Pennsylvania
$8.74M -$131K -5,346 -1%
BGAI
111
Bruce G. Allen Investments
Colorado
$8.63M -$110K -4,498 -1%
LTL
112
Lowery Thomas LLC
California
$8.62M -$300K -12,205 -3%
PAS
113
Park Avenue Securities
New York
$8.62M +$5.73M +233,455 +198%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$8.59M +$8.59M +349,984 +1,346,092%
KAS
115
Kestra Advisory Services
Texas
$8.43M -$9.26M -377,341 -52%
LAM
116
Lakewood Asset Management
Illinois
$8.23M +$338K +13,772 +4%
AG
117
AlTi Global
New York
$8.15M +$9.47K +386 +0.1%
MIA
118
Milestone Investment Advisors
Wisconsin
$8.15M +$63.9K +2,605 +0.8%
RF
119
RHS Financial
California
$8.05M -$393K -16,002 -5%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$7.73M +$1.4M +57,365 +22%
WSFS
121
Wilmington Savings Fund Society
Delaware
$7.31M
GFP
122
Guardian Financial Partners
California
$7.15M +$764K +31,129 +12%
KWM
123
Kingsview Wealth Management
Oregon
$7.1M +$18.3K +746 +0.3%
LIM
124
Leavell Investment Management
Alabama
$7.08M +$83.7K +3,411 +1%
RFA
125
Rollins Financial Advisors
New York
$6.96M -$855K -34,830 -11%