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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
IAN
326
Integrated Advisors Network
Texas
$782K
AP
327
Appleton Partners
Massachusetts
$770K
Janney Montgomery Scott
328
Janney Montgomery Scott
Pennsylvania
$760K
Kovitz Investment Group Partners
329
Kovitz Investment Group Partners
Illinois
$752K
HIP
330
HUB Investment Partners
Texas
$743K
SIMG
331
Sonora Investment Management Group
Arizona
$742K
CW
332
Channel Wealth
California
$735K
JIC
333
Johnson Investment Counsel
Ohio
$725K
SIM
334
Studio Investment Management
Illinois
$703K
HR
335
Howe & Rusling
New York
$702K
LKBC
336
L.K. Benson & Company
Maryland
$700K
US Bancorp
337
US Bancorp
Minnesota
$697K
EAM
338
Evanson Asset Management
California
$695K
BIG
339
Builder Investment Group
Georgia
$668K
SHGA
340
Sand Hill Global Advisors
California
$667K
PAYA
341
Phil A. Younker & Associates
Alaska
$666K
KeyBank National Association
342
KeyBank National Association
Ohio
$661K
TIAA Trust, National Association
343
TIAA Trust, National Association
North Carolina
$660K
TPI
344
Trust Point Inc
Wisconsin
$657K
WFA
345
Wellspring Financial Advisors
Ohio
$654K
Northern Trust
346
Northern Trust
Illinois
$650K
MWM
347
Mission Wealth Management
California
$643K
KW
348
Keyvantage Wealth
Pennsylvania
$626K
LI
349
Lafayette Investments
Maryland
$625K
FWI
350
Facet Wealth Inc
Maryland
$624K