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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
IAA
401
Independent Advisor Alliance
North Carolina
$431K
XT
402
XTX Topco
Cayman Islands
$421K
AWM
403
Axxcess Wealth Management
California
$420K
SOS
404
Silver Oak Securities
Tennessee
$419K
PNC Financial Services Group
405
PNC Financial Services Group
Pennsylvania
$417K
Members Trust
406
Members Trust
Florida
$414K
PCIA
407
Prime Capital Investment Advisors
Kansas
$414K
WA
408
WESPAC Advisors
California
$412K
BW
409
BIP Wealth
Georgia
$411K
HSA
410
HBK Sorce Advisory
Pennsylvania
$406K
DWM
411
Darwin Wealth Management
Florida
$403K
SBWIC
412
Schaper Benz & Wise Investment Counsel
Wisconsin
$403K
GC
413
Grimes & Company
Massachusetts
$397K
AssetMark Inc
414
AssetMark Inc
California
$396K
PP
415
Patten & Patten
Tennessee
$395K
GJIA
416
Glass Jacobson Investment Advisors
Maryland
$389K
Franklin Resources
417
Franklin Resources
California
$384K
CA
418
CGN Advisors
Kansas
$384K
BB
419
Burford Brothers
Texas
$380K
NDSI
420
Newman Dignan & Sheerar Inc
Rhode Island
$380K
MFC
421
Morris Financial Concepts
South Carolina
$380K
EAM
422
Empirical Asset Management
Massachusetts
$378K
ECM
423
Evergreen Capital Management
Washington
$369K
HKIMG
424
Hutchens & Kramer Investment Management Group
Indiana
$368K
CNTOF
425
Canandaigua National Trust of Florida
New York
$366K