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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
LI
351
Lafayette Investments
Maryland
$625K
FWI
352
Facet Wealth Inc
Maryland
$624K
IA
353
IFG Advisory
Georgia
$623K
BFA
354
Brown Financial Advisory
Alabama
$622K
HWM
355
HB Wealth Management
Georgia
$620K
CAM
356
Clark Asset Management
New Hampshire
$615K
CCM
357
Chilton Capital Management
Texas
$614K
CAL
358
Capital Analysts LLC
Pennsylvania
$612K
SWP
359
Stratos Wealth Partners
Ohio
$591K
MCM
360
Mengis Capital Management
Oregon
$588K
DACG
361
Donor Advised Charitable Giving
California
$586K
NCM
362
Noesis Capital Mangement
Florida
$577K
Baird Financial Group
363
Baird Financial Group
Wisconsin
$575K
CW
364
CreativeOne Wealth
Kansas
$572K
JLBC
365
J.L. Bainbridge & Co
Florida
$565K
LGWM
366
Litman Gregory Wealth Management
California
$563K
WP
367
WealthPLAN Partners
Nebraska
$550K
FF
368
Francis Financial
$547K
DC
369
Dahring Cusmano
Michigan
$543K
Envestnet Portfolio Solutions
370
Envestnet Portfolio Solutions
Illinois
$542K
WWM
371
Western Wealth Management
Colorado
$525K
GAA
372
Global Assets Advisory
Florida
$521K
PAW
373
Plan A Wealth
Nebraska
$520K
CAI
374
Capital Advisors Inc
Oklahoma
$520K
MWM
375
Maridea Wealth Management
New York
$519K