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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 %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$6.9M +$104K +4,224 +2%
CFO
127
Collective Family Office
Pennsylvania
$6.7M +$1.26M +51,174 +23%
PJSIMP
128
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.56M -$1.49M -60,820 -19%
FM
129
Foster & Motley
Ohio
$6.53M +$40.2K +1,638 +0.6%
IA
130
Integrity Alliance
Iowa
$6.48M +$12.9K +526 +0.2%
JAG
131
Journey Advisory Group
Kentucky
$6.41M -$223K -9,083 -3%
DC
132
Darrow Company
Massachusetts
$6.26M +$162K +6,603 +3%
VP
133
Verum Partners
North Carolina
$6.23M -$442K -18,031 -7%
RTL
134
Red Tortoise LLC
Georgia
$6.07M +$190K +7,731 +3%
ACS
135
Archford Capital Strategies
Illinois
$6.06M +$1.85M +75,244 +44%
CAM
136
Cidel Asset Management
Ontario, Canada
$5.66M -$821K -33,464 -13%
MPW
137
Magnolia Private Wealth
Pennsylvania
$5.49M -$832K -33,888 -13%
AC
138
Avant Capital
Louisiana
$5.43M +$50.1K +2,041 +0.9%
CL
139
COWA LLC
Oklahoma
$5.38M +$594K +24,194 +12%
WWA
140
Wingate Wealth Advisors
Massachusetts
$5.15M +$1.9M +77,430 +58%
EWA
141
EQ Wealth Advisors
Texas
$5M +$4.18M +170,352 +511%
BEAM
142
Baker Ellis Asset Management
Washington
$4.84M +$214K +8,726 +5%
QCM
143
Quantinno Capital Management
New York
$4.8M +$267K +10,877 +6%
BFA
144
Blueprint Financial Advisors
North Carolina
$4.74M +$4.74M +193,109 New
DSA
145
Droms Strauss Advisors
Missouri
$4.67M -$56.3K -2,295 -1%
SF
146
Synovus Financial
Georgia
$4.66M +$920K +37,491 +25%
EWA
147
Exencial Wealth Advisors
Oklahoma
$4.65M +$4.29K +175 +0.1%
CFO
148
CVA Family Office
Colorado
$4.64M -$173K -7,033 -4%
AWE
149
Avidian Wealth Enterprises
Texas
$4.58M -$485K -19,779 -10%
BAWC
150
Boyce & Associates Wealth Consulting
Texas
$4.47M +$4.16M +169,249 +1,358%