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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
IA
351
IFG Advisory
Georgia
$623K
BFA
352
Brown Financial Advisory
Alabama
$622K
HWM
353
HB Wealth Management
Georgia
$620K
CAM
354
Clark Asset Management
New Hampshire
$615K
CCM
355
Chilton Capital Management
Texas
$614K
CAL
356
Capital Analysts LLC
Pennsylvania
$612K
SWP
357
Stratos Wealth Partners
Ohio
$591K
MCM
358
Mengis Capital Management
Oregon
$588K
DACG
359
Donor Advised Charitable Giving
California
$586K
NCM
360
Noesis Capital Mangement
Florida
$577K
Baird Financial Group
361
Baird Financial Group
Wisconsin
$575K
CW
362
CreativeOne Wealth
Kansas
$572K
JLBC
363
J.L. Bainbridge & Co
Florida
$565K
LGWM
364
Litman Gregory Wealth Management
California
$563K
WP
365
WealthPLAN Partners
Nebraska
$550K
FF
366
Francis Financial
$547K
DC
367
Dahring Cusmano
Michigan
$543K
Envestnet Portfolio Solutions
368
Envestnet Portfolio Solutions
Illinois
$542K
WWM
369
Western Wealth Management
Colorado
$525K
GAA
370
Global Assets Advisory
Florida
$521K
PAW
371
Plan A Wealth
Nebraska
$520K
CAI
372
Capital Advisors Inc
Oklahoma
$520K
MWM
373
Maridea Wealth Management
New York
$519K
VCM
374
Vivaldi Capital Management
Illinois
$515K
WG
375
Welch Group
Alabama
$514K