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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
SL
151
Systelligence LLC
Minnesota
$4.46M
SHF
152
Stage Harbor Financial
Massachusetts
$4.43M
GRP
153
Global Retirement Partners
California
$4.36M
SWM
154
Shakespeare Wealth Management
Wisconsin
$4.36M
TFS
155
Thoroughbred Financial Services
Tennessee
$4.35M
EH
156
Equitable Holdings
New York
$4.29M
WMWM
157
Wilkins Miller Wealth Management
Alabama
$4.28M
AF
158
Allworth Financial
California
$4.25M
SCM
159
Sebold Capital Management
Illinois
$4.18M
FFO
160
Fortitude Family Office
Arizona
$4.17M
AWM
161
AE Wealth Management
Kansas
$4.13M
MSFS
162
Main Street Financial Solutions
Pennsylvania
$4.05M
BCA
163
Bay Colony Advisors
Massachusetts
$3.91M
P
164
&Partners
Tennessee
$3.91M
BIP
165
Blueprint Investment Partners
North Carolina
$3.72M
BWM
166
BCS Wealth Management
Tennessee
$3.58M
FFWA
167
FRG Family Wealth Advisors
Washington
$3.54M
FFN
168
Focus Financial Network
Minnesota
$3.51M
TNA
169
True North Advisors
Texas
$3.5M
FC
170
FCA Corp
Texas
$3.49M
Lido Advisors
171
Lido Advisors
California
$3.4M
JPMorgan Chase & Co
172
JPMorgan Chase & Co
New York
$3.31M
Wells Fargo
173
Wells Fargo
California
$3.29M
TWP
174
Tempus Wealth Planning
California
$3.24M
IC
175
IEQ Capital
California
$3.24M