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Schwab Fundamental US Large Company Index ETF

687 hedge funds and large institutions have $16.4B 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, 219 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
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
WEG
226
World Equity Group
Illinois
$1.99M
William Blair & Company
227
William Blair & Company
Illinois
$1.95M
SPWM
228
Schrum Private Wealth Management
Florida
$1.95M
BPC
229
Bearing Point Capital
Minnesota
$1.93M
SFO
230
Stokes Family Office
Louisiana
$1.93M
PWPS
231
Pinnacle Wealth Planning Services
Ohio
$1.88M
AV
232
Aspiring Ventures
Ohio
$1.84M
KFP
233
KMG Fiduciary Partners
Ohio
$1.79M
AWM
234
Angeles Wealth Management
California
$1.77M
CPP
235
Capasso Planning Partners
South Carolina
$1.77M
HAP
236
Harbor Asset Planning
Massachusetts
$1.77M
FHA
237
Flagship Harbor Advisors
Massachusetts
$1.77M
MWA
238
Midland Wealth Advisors
Illinois
$1.75M
YIH
239
Y-Intercept (HK)
Hong Kong
$1.74M
MA
240
Mezzasalma Advisors
New Jersey
$1.74M
FSWA
241
Financial Synergies Wealth Advisors
Texas
$1.71M
HG
242
Harbor Group
New Hampshire
$1.69M
YWM
243
Yoder Wealth Management
California
$1.69M
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$1.68M
WA
245
Whipplewood Advisors
Colorado
$1.68M
MA
246
McGrath & Associates
North Carolina
$1.65M
LFG
247
Larson Financial Group
Missouri
$1.63M
GS
248
GTS Securities
New York
$1.62M
MAM
249
Madison Asset Management
Wisconsin
$1.6M
SA
250
Sanctuary Advisors
Indiana
$1.6M