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Schwab Fundamental US Large Company Index ETF

690 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 75 funds opening new positions, 261 increasing their positions, 221 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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
Bank of New York Mellon
226
Bank of New York Mellon
New York
$2.1M
WEG
227
World Equity Group
Illinois
$1.99M
William Blair & Company
228
William Blair & Company
Illinois
$1.95M
SPWM
229
Schrum Private Wealth Management
Florida
$1.95M
BPC
230
Bearing Point Capital
Minnesota
$1.93M
SFO
231
Stokes Family Office
Louisiana
$1.93M
PWPS
232
Pinnacle Wealth Planning Services
Ohio
$1.88M
AV
233
Aspiring Ventures
Ohio
$1.84M
KFP
234
KMG Fiduciary Partners
Ohio
$1.79M
AWM
235
Angeles Wealth Management
California
$1.77M
CPP
236
Capasso Planning Partners
South Carolina
$1.77M
HAP
237
Harbor Asset Planning
Massachusetts
$1.77M
FHA
238
Flagship Harbor Advisors
Massachusetts
$1.77M
MWA
239
Midland Wealth Advisors
Illinois
$1.75M
YIH
240
Y-Intercept (HK)
Hong Kong
$1.74M
MA
241
Mezzasalma Advisors
New Jersey
$1.74M
FSWA
242
Financial Synergies Wealth Advisors
Texas
$1.71M
HG
243
Harbor Group
New Hampshire
$1.69M
YWM
244
Yoder Wealth Management
California
$1.69M
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$1.68M
WA
246
Whipplewood Advisors
Colorado
$1.68M
MA
247
McGrath & Associates
North Carolina
$1.65M
LFG
248
Larson Financial Group
Missouri
$1.63M
GS
249
GTS Securities
New York
$1.62M
MAM
250
Madison Asset Management
Wisconsin
$1.6M