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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
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$6.9M
CFO
127
Collective Family Office
Pennsylvania
$6.7M
PJSIMP
128
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.56M
FM
129
Foster & Motley
Ohio
$6.53M
IA
130
Integrity Alliance
Iowa
$6.48M
JAG
131
Journey Advisory Group
Kentucky
$6.41M
DC
132
Darrow Company
Massachusetts
$6.26M
VP
133
Verum Partners
North Carolina
$6.23M
RTL
134
Red Tortoise LLC
Georgia
$6.07M
ACS
135
Archford Capital Strategies
Illinois
$6.06M
CAM
136
Cidel Asset Management
Ontario, Canada
$5.66M
MPW
137
Magnolia Private Wealth
Pennsylvania
$5.49M
AC
138
Avant Capital
Louisiana
$5.43M
CL
139
COWA LLC
Oklahoma
$5.38M
WWA
140
Wingate Wealth Advisors
Massachusetts
$5.15M
EWA
141
EQ Wealth Advisors
Texas
$5M
BEAM
142
Baker Ellis Asset Management
Washington
$4.84M
QCM
143
Quantinno Capital Management
New York
$4.8M
BFA
144
Blueprint Financial Advisors
North Carolina
$4.74M
DSA
145
Droms Strauss Advisors
Missouri
$4.67M
SF
146
Synovus Financial
Georgia
$4.66M
EWA
147
Exencial Wealth Advisors
Oklahoma
$4.65M
CFO
148
CVA Family Office
Colorado
$4.64M
AWE
149
Avidian Wealth Enterprises
Texas
$4.58M
BAWC
150
Boyce & Associates Wealth Consulting
Texas
$4.47M