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Schwab Fundamental US Large Company Index ETF

696 hedge funds and large institutions have $16.5B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 262 increasing their positions, 224 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

17% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 224

9% more capital invested

Capital invested by funds: $15.1B → $16.5B (+$1.34B)

5% more funds holding

Funds holding: 665696 (+31)

4% more funds holding in top 10

Funds holding in top 10: 6770 (+3)

2.03% less ownership

Funds ownership: 81.36%79.33% (-2%)

Holders
696
Holders Change
+31
Holders Change %
+4.66%
% of All Funds
9.14%
Holding in Top 10
70
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.48%
% of All Funds
0.92%
New
76
Increased
262
Reduced
224
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
226
Westmount Partners
California
$2.11M
Bank of New York Mellon
227
Bank of New York Mellon
New York
$2.1M -$913K -35,951 -31%
WEG
228
World Equity Group
Illinois
$1.99M +$101K +3,987 +6%
William Blair & Company
229
William Blair & Company
Illinois
$1.95M +$1.17M +46,236 +165%
SPWM
230
Schrum Private Wealth Management
Florida
$1.95M +$203 +8 +0%
BPC
231
Bearing Point Capital
Minnesota
$1.93M
SFO
232
Stokes Family Office
Louisiana
$1.93M +$1.86M +73,257 New
PWPS
233
Pinnacle Wealth Planning Services
Ohio
$1.88M
AV
234
Aspiring Ventures
Ohio
$1.84M
KFP
235
KMG Fiduciary Partners
Ohio
$1.79M -$37.9K -1,492 -2%
AWM
236
Angeles Wealth Management
California
$1.77M
CPP
237
Capasso Planning Partners
South Carolina
$1.77M -$242K -9,540 -12%
HAP
238
Harbor Asset Planning
Massachusetts
$1.77M -$196K -7,719 -10%
FHA
239
Flagship Harbor Advisors
Massachusetts
$1.77M +$41.4K +1,630 +2%
MWA
240
Midland Wealth Advisors
Illinois
$1.75M +$10.1K +397 +0.6%
YIH
241
Y-Intercept (HK)
Hong Kong
$1.74M +$588K +23,175 +54%
MA
242
Mezzasalma Advisors
New Jersey
$1.74M +$203K +7,991 +14%
FSWA
243
Financial Synergies Wealth Advisors
Texas
$1.71M +$8.63K +340 +0.5%
HG
244
Harbor Group
New Hampshire
$1.69M +$6.4K +252 +0.4%
YWM
245
Yoder Wealth Management
California
$1.69M -$89.2K -3,515 -5%
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$1.68M -$32.5K -1,281 -2%
WA
247
Whipplewood Advisors
Colorado
$1.68M -$4.95K -195 -0.3%
MA
248
McGrath & Associates
North Carolina
$1.65M -$36.9K -1,452 -2%
LFG
249
Larson Financial Group
Missouri
$1.63M -$410K -16,160 -21%
GS
250
GTS Securities
New York
$1.62M +$1.57M +61,724 New