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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
CT
326
Colonial Trust
South Carolina
$784K
IAN
327
Integrated Advisors Network
Texas
$782K
AP
328
Appleton Partners
Massachusetts
$770K
Janney Montgomery Scott
329
Janney Montgomery Scott
Pennsylvania
$760K
Kovitz Investment Group Partners
330
Kovitz Investment Group Partners
Illinois
$752K
HIP
331
HUB Investment Partners
Texas
$743K
SIMG
332
Sonora Investment Management Group
Arizona
$742K
CW
333
Channel Wealth
California
$735K
JIC
334
Johnson Investment Counsel
Ohio
$725K
SIM
335
Studio Investment Management
Illinois
$703K
HR
336
Howe & Rusling
New York
$702K
LKBC
337
L.K. Benson & Company
Maryland
$700K
US Bancorp
338
US Bancorp
Minnesota
$697K
EAM
339
Evanson Asset Management
California
$695K
BIG
340
Builder Investment Group
Georgia
$668K
SHGA
341
Sand Hill Global Advisors
California
$667K
PAYA
342
Phil A. Younker & Associates
Alaska
$666K
KeyBank National Association
343
KeyBank National Association
Ohio
$661K
TIAA Trust, National Association
344
TIAA Trust, National Association
North Carolina
$660K
TPI
345
Trust Point Inc
Wisconsin
$657K
WFA
346
Wellspring Financial Advisors
Ohio
$654K
Northern Trust
347
Northern Trust
Illinois
$650K
MWM
348
Mission Wealth Management
California
$643K
KW
349
Keyvantage Wealth
Pennsylvania
$626K
LI
350
Lafayette Investments
Maryland
$625K