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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
FNC
201
First National Corp
Massachusetts
$2.35M
WANY
202
Wealthspire Advisors (New York)
New York
$2.34M
IWC
203
Integrated Wealth Concepts
Massachusetts
$2.27M
CA
204
CoreCap Advisors
Michigan
$2.26M
APW
205
Austin Private Wealth
Texas
$2.26M
AWM
206
Aberdeen Wealth Management
Illinois
$2.23M
CCAM
207
Cascades Capital Asset Management
North Carolina
$2.23M
ASN
208
Advisory Services Network
Georgia
$2.23M
JBA
209
Johnson Bixby & Associates
Washington
$2.22M
IA
210
IFP Advisors
Florida
$2.17M
MPW
211
MASECO Private Wealth
$2.15M
TRCT
212
Tower Research Capital (TRC)
New York
$2.14M
VFA
213
Valeo Financial Advisors
Indiana
$2.11M
RWM
214
Riverchase Wealth Management
Texas
$2.11M
KPP
215
Kings Path Partners
Texas
$2.11M
NCM
216
Next Capital Management
New York
$2.09M
CA
217
Capital Advantage
California
$2.09M
BPA
218
Beacon Pointe Advisors
California
$2.05M
RWRC
219
R.W. Roge & Company
New York
$2.02M
BCG
220
Breakwater Capital Group
New Jersey
$1.99M
NA
221
NewEdge Advisors
Louisiana
$1.96M
WP
222
Westmount Partners
California
$1.96M
BlackRock
223
BlackRock
New York
$1.95M
Truist Financial
224
Truist Financial
North Carolina
$1.92M
LFG
225
Larson Financial Group
Missouri
$1.91M