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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
PA
301
Parallel Advisors
California
$973K
SFG
302
Sage Financial Group
Pennsylvania
$968K
LFS
303
Legacy Financial Strategies
Kansas
$958K
SYBT
304
Stock Yards Bank & Trust
Kentucky
$957K
NJIM
305
Nabity-Jensen Investment Management
Nebraska
$947K
CIA
306
Capital Investment Advisors
Georgia
$941K
CCA
307
Clarity Capital Advisors
Florida
$941K
CFD
308
Creative Financial Designs
Indiana
$937K
CA
309
Continuum Advisory
Idaho
$927K
BFP
310
Beacon Financial Planning
Massachusetts
$926K
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$917K
FCH
312
Freestone Capital Holdings
Washington
$915K
VBFG
313
Vishria Bird Financial Group
Tennessee
$885K
Betterment LLC
314
Betterment LLC
New York
$880K
FFA
315
Farther Finance Advisors
California
$877K
HWMO
316
Heritage Wealth Management (Ohio)
Ohio
$870K
CIAS
317
CFS Investment Advisory Services
New Jersey
$849K
ACA
318
Aptus Capital Advisors
Alabama
$845K
HWM
319
HRC Wealth Management
Idaho
$842K
LNWWM
320
Laird Norton Wetherby Wealth Management
California
$837K
AFP
321
Ausdal Financial Partners
Iowa
$825K
RWP
322
Revolve Wealth Partners
New Jersey
$823K
SPIA
323
Steward Partners Investment Advisory
New York
$817K
WI
324
Westbourne Investments
Virginia
$807K
CT
325
Colonial Trust
South Carolina
$784K