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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
WWA
251
WCG Wealth Advisors
Nevada
$1.59M
SIC
252
Salem Investment Counselors
North Carolina
$1.56M
HIM
253
Harbour Investment Management
Washington
$1.56M
CPIG
254
Chicago Partners Investment Group
Illinois
$1.56M
NFG
255
Nations Financial Group
Iowa
$1.56M
KWA
256
Kingswood Wealth Advisors
California
$1.55M
LIA
257
LBMC Investment Advisors
Tennessee
$1.55M
TRCT
258
Tower Research Capital (TRC)
New York
$1.54M
SSWM
259
Sheets Smith Wealth Management
North Carolina
$1.5M
CIC
260
Carnegie Investment Counsel
Ohio
$1.49M
Stifel Financial
261
Stifel Financial
Missouri
$1.48M
AC
262
Avestar Capital
New York
$1.47M
AA
263
Addison Advisors
Vermont
$1.46M
BAMG
264
Brand Asset Management Group
Missouri
$1.44M
IWM
265
IHT Wealth Management
Illinois
$1.44M
MWM
266
Modern Wealth Management
Kansas
$1.41M
JCM
267
Jacobi Capital Management
Pennsylvania
$1.4M
FPAS
268
Focus Partners Advisor Solutions
Missouri
$1.39M
AF
269
Advisornet Financial
Minnesota
$1.36M
Vanguard Group
270
Vanguard Group
Pennsylvania
$1.36M
HI
271
Harbour Investments
Wisconsin
$1.35M
WA
272
Waverly Advisors
Alabama
$1.34M
VNA
273
Valley National Advisers
Pennsylvania
$1.34M
MCM
274
MidAtlantic Capital Management
Virginia
$1.34M
CPRC
275
Consolidated Portfolio Review Corp
New York
$1.33M