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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
MT
376
Midwest Trust
Kansas
$504K
Rockefeller Capital Management
377
Rockefeller Capital Management
New York
$504K
Financial Engines Advisors
378
Financial Engines Advisors
California
$503K
BCM
379
Brookstone Capital Management
Illinois
$502K
AO
380
Advisor OS
Illinois
$496K
AWM
381
Abound Wealth Management
Tennessee
$494K
VT
382
Vise Technologies
New York
$494K
BH
383
Burk Holdings
Oklahoma
$489K
DAS
384
Dynamic Advisor Solutions
Arizona
$483K
RDWM
385
Red Door Wealth Management
Tennessee
$479K
TFA
386
Tobias Financial Advisors
Florida
$471K
JFG
387
JMG Financial Group
Illinois
$470K
TCM
388
Traub Capital Management
Massachusetts
$462K
MG
389
Mather Group
Illinois
$460K
ACP
390
Argyle Capital Partners
California
$459K
TCWM
391
Total Clarity Wealth Management
Illinois
$458K
JIC
392
Joel Isaacson & Co
New York
$457K
RIA
393
Regal Investment Advisors
Michigan
$455K
Koshinski Asset Management
394
Koshinski Asset Management
Illinois
$454K
BSTWA
395
Blake Schutter Theil Wealth Advisors
Ohio
$450K
EFG
396
Embree Financial Group
Illinois
$443K
RFC
397
Regions Financial Corp
Alabama
$435K
IAA
398
Independent Advisor Alliance
North Carolina
$431K
XT
399
XTX Topco
Cayman Islands
$421K
AWM
400
Axxcess Wealth Management
California
$420K