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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
FWI
351
Facet Wealth Inc
Maryland
$624K
IA
352
IFG Advisory
Georgia
$623K
BFA
353
Brown Financial Advisory
Alabama
$622K
HWM
354
HB Wealth Management
Georgia
$620K
CAM
355
Clark Asset Management
New Hampshire
$615K
CCM
356
Chilton Capital Management
Texas
$614K
CAL
357
Capital Analysts LLC
Pennsylvania
$612K
SWP
358
Stratos Wealth Partners
Ohio
$591K
MCM
359
Mengis Capital Management
Oregon
$588K
DACG
360
Donor Advised Charitable Giving
California
$586K
NCM
361
Noesis Capital Mangement
Florida
$577K
Baird Financial Group
362
Baird Financial Group
Wisconsin
$575K
CW
363
CreativeOne Wealth
Kansas
$572K
JLBC
364
J.L. Bainbridge & Co
Florida
$565K
LGWM
365
Litman Gregory Wealth Management
California
$563K
WP
366
WealthPLAN Partners
Nebraska
$550K
FF
367
Francis Financial
$547K
DC
368
Dahring Cusmano
Michigan
$543K
Envestnet Portfolio Solutions
369
Envestnet Portfolio Solutions
Illinois
$542K
WWM
370
Western Wealth Management
Colorado
$525K
GAA
371
Global Assets Advisory
Florida
$521K
PAW
372
Plan A Wealth
Nebraska
$520K
CAI
373
Capital Advisors Inc
Oklahoma
$520K
MWM
374
Maridea Wealth Management
New York
$519K
VCM
375
Vivaldi Capital Management
Illinois
$515K