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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
VCM
376
Vivaldi Capital Management
Illinois
$515K
WG
377
Welch Group
Alabama
$514K
MT
378
Midwest Trust
Kansas
$504K
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$504K
Financial Engines Advisors
380
Financial Engines Advisors
California
$503K
BCM
381
Brookstone Capital Management
Illinois
$502K
AO
382
Advisor OS
Illinois
$496K
AWM
383
Abound Wealth Management
Tennessee
$494K
VT
384
Vise Technologies
New York
$494K
BH
385
Burk Holdings
Oklahoma
$489K
DAS
386
Dynamic Advisor Solutions
Arizona
$483K
RDWM
387
Red Door Wealth Management
Tennessee
$479K
SWGC
388
Summit Wealth Group (Colorado)
Colorado
$478K
TFA
389
Tobias Financial Advisors
Florida
$471K
JFG
390
JMG Financial Group
Illinois
$470K
TCM
391
Traub Capital Management
Massachusetts
$462K
MG
392
Mather Group
Illinois
$460K
ACP
393
Argyle Capital Partners
California
$459K
TCWM
394
Total Clarity Wealth Management
Illinois
$458K
JIC
395
Joel Isaacson & Co
New York
$457K
RIA
396
Regal Investment Advisors
Michigan
$455K
Koshinski Asset Management
397
Koshinski Asset Management
Illinois
$454K
BSTWA
398
Blake Schutter Theil Wealth Advisors
Ohio
$450K
EFG
399
Embree Financial Group
Illinois
$443K
RFC
400
Regions Financial Corp
Alabama
$435K