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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
WG
376
Welch Group
Alabama
$514K
MT
377
Midwest Trust
Kansas
$504K
Rockefeller Capital Management
378
Rockefeller Capital Management
New York
$504K
Financial Engines Advisors
379
Financial Engines Advisors
California
$503K
BCM
380
Brookstone Capital Management
Illinois
$502K
AO
381
Advisor OS
Illinois
$496K
AWM
382
Abound Wealth Management
Tennessee
$494K
VT
383
Vise Technologies
New York
$494K
BH
384
Burk Holdings
Oklahoma
$489K
DAS
385
Dynamic Advisor Solutions
Arizona
$483K
RDWM
386
Red Door Wealth Management
Tennessee
$479K
SWGC
387
Summit Wealth Group (Colorado)
Colorado
$478K
TFA
388
Tobias Financial Advisors
Florida
$471K
JFG
389
JMG Financial Group
Illinois
$470K
TCM
390
Traub Capital Management
Massachusetts
$462K
MG
391
Mather Group
Illinois
$460K
ACP
392
Argyle Capital Partners
California
$459K
TCWM
393
Total Clarity Wealth Management
Illinois
$458K
JIC
394
Joel Isaacson & Co
New York
$457K
RIA
395
Regal Investment Advisors
Michigan
$455K
Koshinski Asset Management
396
Koshinski Asset Management
Illinois
$454K
BSTWA
397
Blake Schutter Theil Wealth Advisors
Ohio
$450K
EFG
398
Embree Financial Group
Illinois
$443K
RFC
399
Regions Financial Corp
Alabama
$435K
IAA
400
Independent Advisor Alliance
North Carolina
$431K