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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
WI
326
Westbourne Investments
Virginia
$807K
CT
327
Colonial Trust
South Carolina
$784K
IAN
328
Integrated Advisors Network
Texas
$782K
AP
329
Appleton Partners
Massachusetts
$770K
Janney Montgomery Scott
330
Janney Montgomery Scott
Pennsylvania
$760K
Kovitz Investment Group Partners
331
Kovitz Investment Group Partners
Illinois
$752K
HIP
332
HUB Investment Partners
Texas
$743K
SIMG
333
Sonora Investment Management Group
Arizona
$742K
CW
334
Channel Wealth
California
$735K
JIC
335
Johnson Investment Counsel
Ohio
$725K
SIM
336
Studio Investment Management
Illinois
$703K
HR
337
Howe & Rusling
New York
$702K
LKBC
338
L.K. Benson & Company
Maryland
$700K
US Bancorp
339
US Bancorp
Minnesota
$697K
EAM
340
Evanson Asset Management
California
$695K
BIG
341
Builder Investment Group
Georgia
$668K
SHGA
342
Sand Hill Global Advisors
California
$667K
PAYA
343
Phil A. Younker & Associates
Alaska
$666K
KeyBank National Association
344
KeyBank National Association
Ohio
$661K
TIAA Trust, National Association
345
TIAA Trust, National Association
North Carolina
$660K
TPI
346
Trust Point Inc
Wisconsin
$657K
WFA
347
Wellspring Financial Advisors
Ohio
$654K
Northern Trust
348
Northern Trust
Illinois
$650K
MWM
349
Mission Wealth Management
California
$643K
KW
350
Keyvantage Wealth
Pennsylvania
$626K