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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 %
CFO
126
Collective Family Office
Pennsylvania
$6.7M 273,214 +51,174 +23%
PJSIMP
127
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.56M 267,366 -60,820 -19%
FM
128
Foster & Motley
Ohio
$6.53M 265,907 +1,638 +0.6%
IA
129
Integrity Alliance
Iowa
$6.48M 263,975 +526 +0.2%
JAG
130
Journey Advisory Group
Kentucky
$6.41M 261,186 -9,083 -3%
DC
131
Darrow Company
Massachusetts
$6.26M 255,428 +6,603 +3%
VP
132
Verum Partners
North Carolina
$6.23M 253,826 -18,031 -7%
RTL
133
Red Tortoise LLC
Georgia
$6.07M 247,442 +7,731 +3%
ACS
134
Archford Capital Strategies
Illinois
$6.06M 247,027 +75,244 +44%
CAM
135
Cidel Asset Management
Ontario, Canada
$5.66M 230,749 -33,464 -13%
MPW
136
Magnolia Private Wealth
Pennsylvania
$5.49M 223,627 -33,888 -13%
AC
137
Avant Capital
Louisiana
$5.43M 221,351 +2,041 +0.9%
CL
138
COWA LLC
Oklahoma
$5.38M 219,075 +24,194 +12%
WWA
139
Wingate Wealth Advisors
Massachusetts
$5.15M 209,862 +77,430 +58%
EWA
140
EQ Wealth Advisors
Texas
$5M 203,669 +170,352 +511%
BEAM
141
Baker Ellis Asset Management
Washington
$4.84M 197,147 +8,726 +5%
QCM
142
Quantinno Capital Management
New York
$4.8M 195,631 +10,877 +6%
BFA
143
Blueprint Financial Advisors
North Carolina
$4.74M 193,109 +193,109 New
DSA
144
Droms Strauss Advisors
Missouri
$4.67M 190,275 -2,295 -1%
SF
145
Synovus Financial
Georgia
$4.66M 190,030 +37,491 +25%
EWA
146
Exencial Wealth Advisors
Oklahoma
$4.65M 189,486 +175 +0.1%
CFO
147
CVA Family Office
Colorado
$4.64M 189,006 -7,033 -4%
AWE
148
Avidian Wealth Enterprises
Texas
$4.58M 186,558 -19,779 -10%
BAWC
149
Boyce & Associates Wealth Consulting
Texas
$4.47M 181,711 +169,249 +1,358%
SL
150
Systelligence LLC
Minnesota
$4.46M 181,770 -266,830 -59%