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Schwab Fundamental US Large Company Index ETF

691 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, 222 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
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
CNBTD
301
Citizens National Bank Trust Department
Mississippi
$977K
PA
302
Parallel Advisors
California
$973K
SFG
303
Sage Financial Group
Pennsylvania
$968K
LFS
304
Legacy Financial Strategies
Kansas
$958K
SYBT
305
Stock Yards Bank & Trust
Kentucky
$957K
NJIM
306
Nabity-Jensen Investment Management
Nebraska
$947K
CIA
307
Capital Investment Advisors
Georgia
$941K
CCA
308
Clarity Capital Advisors
Florida
$941K
CFD
309
Creative Financial Designs
Indiana
$937K
CA
310
Continuum Advisory
Idaho
$927K
BFP
311
Beacon Financial Planning
Massachusetts
$926K
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$917K
FCH
313
Freestone Capital Holdings
Washington
$915K
VBFG
314
Vishria Bird Financial Group
Tennessee
$885K
Betterment LLC
315
Betterment LLC
New York
$880K
FFA
316
Farther Finance Advisors
California
$877K
HWMO
317
Heritage Wealth Management (Ohio)
Ohio
$870K
CIAS
318
CFS Investment Advisory Services
New Jersey
$849K
ACA
319
Aptus Capital Advisors
Alabama
$845K
HWM
320
HRC Wealth Management
Idaho
$842K
LNWWM
321
Laird Norton Wetherby Wealth Management
California
$837K
AFP
322
Ausdal Financial Partners
Iowa
$825K
RWP
323
Revolve Wealth Partners
New Jersey
$823K
PWA
324
Principia Wealth Advisory
Texas
$822K
SPIA
325
Steward Partners Investment Advisory
New York
$817K