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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
SOS
401
Silver Oak Securities
Tennessee
$419K
PNC Financial Services Group
402
PNC Financial Services Group
Pennsylvania
$417K
Members Trust
403
Members Trust
Florida
$414K
PCIA
404
Prime Capital Investment Advisors
Kansas
$414K
WA
405
WESPAC Advisors
California
$412K
BW
406
BIP Wealth
Georgia
$411K
HSA
407
HBK Sorce Advisory
Pennsylvania
$406K
DWM
408
Darwin Wealth Management
Florida
$403K
SBWIC
409
Schaper Benz & Wise Investment Counsel
Wisconsin
$403K
GC
410
Grimes & Company
Massachusetts
$397K
AssetMark Inc
411
AssetMark Inc
California
$396K
PP
412
Patten & Patten
Tennessee
$395K
GJIA
413
Glass Jacobson Investment Advisors
Maryland
$389K
Franklin Resources
414
Franklin Resources
California
$384K
CA
415
CGN Advisors
Kansas
$384K
BB
416
Burford Brothers
Texas
$380K
NDSI
417
Newman Dignan & Sheerar Inc
Rhode Island
$380K
MFC
418
Morris Financial Concepts
South Carolina
$380K
EAM
419
Empirical Asset Management
Massachusetts
$378K
ECM
420
Evergreen Capital Management
Washington
$369K
HKIMG
421
Hutchens & Kramer Investment Management Group
Indiana
$368K
CNTOF
422
Canandaigua National Trust of Florida
New York
$366K
SSWG
423
Seven Springs Wealth Group
Tennessee
$363K
NWM
424
Nova Wealth Management
Florida
$362K
ACM
425
Advisors Capital Management
New Jersey
$362K