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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
SA
251
Sanctuary Advisors
Indiana
$1.6M
WWA
252
WCG Wealth Advisors
Nevada
$1.59M
SIC
253
Salem Investment Counselors
North Carolina
$1.56M
HIM
254
Harbour Investment Management
Washington
$1.56M
CPIG
255
Chicago Partners Investment Group
Illinois
$1.56M
NFG
256
Nations Financial Group
Iowa
$1.56M
KWA
257
Kingswood Wealth Advisors
California
$1.55M
LIA
258
LBMC Investment Advisors
Tennessee
$1.55M
TRCT
259
Tower Research Capital (TRC)
New York
$1.54M
SSWM
260
Sheets Smith Wealth Management
North Carolina
$1.5M
CIC
261
Carnegie Investment Counsel
Ohio
$1.49M
Stifel Financial
262
Stifel Financial
Missouri
$1.48M
AC
263
Avestar Capital
New York
$1.47M
AA
264
Addison Advisors
Vermont
$1.46M
BAMG
265
Brand Asset Management Group
Missouri
$1.44M
IWM
266
IHT Wealth Management
Illinois
$1.44M
MWM
267
Modern Wealth Management
Kansas
$1.41M
JCM
268
Jacobi Capital Management
Pennsylvania
$1.4M
FPAS
269
Focus Partners Advisor Solutions
Missouri
$1.39M
AF
270
Advisornet Financial
Minnesota
$1.36M
Vanguard Group
271
Vanguard Group
Pennsylvania
$1.36M
HI
272
Harbour Investments
Wisconsin
$1.35M
WA
273
Waverly Advisors
Alabama
$1.34M
VNA
274
Valley National Advisers
Pennsylvania
$1.34M
MCM
275
MidAtlantic Capital Management
Virginia
$1.34M