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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
BNP Paribas Financial Markets
276
BNP Paribas Financial Markets
France
$1.32M
VAF
277
Values Added Financial
District of Columbia
$1.31M
JWCA
278
J.W. Cole Advisors
Florida
$1.3M
AAS
279
Ameritas Advisory Services
Nebraska
$1.28M
BFG
280
Berger Financial Group
Minnesota
$1.28M
NRI
281
NFP Retirement Inc
California
$1.28M
Empower Advisory Group
282
Empower Advisory Group
Colorado
$1.25M
AIM
283
AMI Investment Management
Indiana
$1.24M
VA
284
Valmark Advisers
Ohio
$1.22M
AIA
285
Arcadia Investment Advisors
Idaho
$1.2M
S
286
SignatureFD
Georgia
$1.19M
AOWM
287
Alpha Omega Wealth Management
Virginia
$1.19M
APC
288
Asset Planning Corporation
Tennessee
$1.13M
WPC
289
Wedmont Private Capital
Pennsylvania
$1.12M
KIA
290
KCM Investment Advisors
California
$1.11M
CA
291
CoreCap Advisors
Michigan
$1.08M
CAG
292
Csenge Advisory Group
Florida
$1.07M
GFP
293
Gryphon Financial Partners
Ohio
$1.05M
CPA
294
Clear Point Advisors
New York
$1.02M
KCIC
295
Kuhn & Co Investment Counsel
Illinois
$1M
PFM
296
Phillips Financial Management
Indiana
$1M
MBI
297
May Barnhard Investments
Maryland
$1,000K
AC
298
Apella Capital
Connecticut
$996K
SPC
299
Sigma Planning Corp
Michigan
$987K
CNBTD
300
Citizens National Bank Trust Department
Mississippi
$977K