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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
CPA
176
Cathy Pareto & Associates
Florida
$3.2M
CA
177
Cambridge Advisors
Nebraska
$3.2M
CWA
178
Clearview Wealth Advisors
Oregon
$3.19M
SFA
179
Sequoia Financial Advisors
Ohio
$3.19M
SAI
180
Savvy Advisors Inc
New York
$3.05M
LPAM
181
Lodestar Private Asset Management
California
$3.04M
SC
182
Savant Capital
Illinois
$3.03M
RBWA
183
RFG - Bristol Wealth Advisors
Massachusetts
$2.99M
MWM
184
Meridian Wealth Management
Kentucky
$2.98M
BCI
185
Brinker Capital Investments
Pennsylvania
$2.91M
Bank of New York Mellon
186
Bank of New York Mellon
New York
$2.84M
PFS
187
Prospera Financial Services
Texas
$2.8M
WF
188
Warner Financial
Maryland
$2.78M
NG
189
Novem Group
New York
$2.77M
WA
190
Wealthstar Advisors
Texas
$2.69M
PWM
191
Perigon Wealth Management
California
$2.66M
WIP
192
WealthCare Investment Partners
Rhode Island
$2.65M
REMPR
193
Roof Eidam Maycock Peralta (REMP)
California
$2.65M
EWM
194
Empirical Wealth Management
Washington
$2.64M
BC
195
Bulwark Capital
Florida
$2.64M
AQR Capital Management
196
AQR Capital Management
Connecticut
$2.56M
WCM
197
Whitener Capital Management
North Carolina
$2.5M
STFP
198
Signal Tree Financial Partners
Ohio
$2.41M
AA
199
Aufman Associates
Pennsylvania
$2.39M
SPC
200
Sigma Planning Corp
Michigan
$2.35M