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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.

Holders
657
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
8.82%
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 %
CPA
176
Cathy Pareto & Associates
Florida
$3.2M -$53K -2,158 -2%
CA
177
Cambridge Advisors
Nebraska
$3.2M +$22.3K +907 +0.7%
CWA
178
Clearview Wealth Advisors
Oregon
$3.19M +$40.2K +1,637 +1%
SFA
179
Sequoia Financial Advisors
Ohio
$3.19M -$54.2K -2,208 -2%
SAI
180
Savvy Advisors Inc
New York
$3.05M +$280K +11,394 +10%
LPAM
181
Lodestar Private Asset Management
California
$3.04M +$254K +10,353 +9%
SC
182
Savant Capital
Illinois
$3.03M +$191K +7,795 +7%
RBWA
183
RFG - Bristol Wealth Advisors
Massachusetts
$2.99M +$160K +6,531 +6%
MWM
184
Meridian Wealth Management
Kentucky
$2.98M -$55K -2,243 -2%
BCI
185
Brinker Capital Investments
Pennsylvania
$2.91M +$696K +28,379 +31%
Bank of New York Mellon
186
Bank of New York Mellon
New York
$2.84M -$28.8K -1,173 -1%
PFS
187
Prospera Financial Services
Texas
$2.8M +$253K +10,291 +10%
WF
188
Warner Financial
Maryland
$2.78M -$71.9K -2,930 -3%
NG
189
Novem Group
New York
$2.77M +$155K +6,330 +6%
WA
190
Wealthstar Advisors
Texas
$2.69M +$55.6K +2,267 +2%
PWM
191
Perigon Wealth Management
California
$2.66M +$6.26K +255 +0.2%
WIP
192
WealthCare Investment Partners
Rhode Island
$2.65M -$580K -23,185 -18%
REMPR
193
Roof Eidam Maycock Peralta (REMP)
California
$2.65M -$82.6K -3,367 -3%
EWM
194
Empirical Wealth Management
Washington
$2.64M +$142K +5,799 +6%
BC
195
Bulwark Capital
Florida
$2.64M +$2.64M +107,465 New
AQR Capital Management
196
AQR Capital Management
Connecticut
$2.56M +$1.79M +73,043 +233%
WCM
197
Whitener Capital Management
North Carolina
$2.5M +$40K +1,630 +2%
STFP
198
Signal Tree Financial Partners
Ohio
$2.41M +$2.41M +98,187 New
AA
199
Aufman Associates
Pennsylvania
$2.39M +$34.5K +1,404 +1%
SPC
200
Sigma Planning Corp
Michigan
$2.35M -$29.7K -1,210 -1%