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Schwab Fundamental US Large Company Index ETF

659 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, 189 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
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
NHC
101
Nicholas Hoffman & Company
Georgia
$9.9M
MML Investors Services
102
MML Investors Services
Massachusetts
$9.88M
MCM
103
MAI Capital Management
Ohio
$9.47M
LFA
104
Legend Financial Advisors
Pennsylvania
$9.39M
QWM
105
Quadcap Wealth Management
Texas
$9.29M
AFA
106
Arlington Financial Advisors
California
$9.27M
MFG
107
Merit Financial Group
Georgia
$9.16M
DC
108
Davenport & Co
Virginia
$9.15M
HWP
109
Highline Wealth Partners
California
$8.91M
PCM
110
Pennsylvania Capital Management
Pennsylvania
$8.74M
BGAI
111
Bruce G. Allen Investments
Colorado
$8.63M
LTL
112
Lowery Thomas LLC
California
$8.62M
PAS
113
Park Avenue Securities
New York
$8.62M
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$8.59M
KAS
115
Kestra Advisory Services
Texas
$8.43M
LAM
116
Lakewood Asset Management
Illinois
$8.23M
AG
117
AlTi Global
New York
$8.15M
MIA
118
Milestone Investment Advisors
Wisconsin
$8.15M
RF
119
RHS Financial
California
$8.05M
Jones Financial Companies
120
Jones Financial Companies
Missouri
$7.73M
WSFS
121
Wilmington Savings Fund Society
Delaware
$7.31M
GFP
122
Guardian Financial Partners
California
$7.15M
KWM
123
Kingsview Wealth Management
Oregon
$7.1M
LIM
124
Leavell Investment Management
Alabama
$7.08M
RFA
125
Rollins Financial Advisors
New York
$6.96M