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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
SSWG
426
Seven Springs Wealth Group
Tennessee
$363K
NWM
427
Nova Wealth Management
Florida
$362K
ACM
428
Advisors Capital Management
New Jersey
$362K
PWSG
429
Pacific Wealth Strategies Group
California
$360K
MWM
430
Modera Wealth Management
New Jersey
$357K
CL
431
Choreo LLC
Illinois
$356K
MSA
432
Marino Stram & Associates
Massachusetts
$355K
DWP
433
Destiny Wealth Partners
Florida
$352K
Fisher Asset Management
434
Fisher Asset Management
Washington
$352K
WT
435
Whittier Trust
California
$349K
FLPIM
436
F.L. Putnam Investment Management
Massachusetts
$348K
TYCC
437
Texas Yale Capital Corp
Florida
$347K
Goldman Sachs
438
Goldman Sachs
New York
$347K
SFG
439
Sovereign Financial Group
Connecticut
$345K
CFS
440
CRA Financial Services
New Jersey
$342K
FWCM
441
Ferguson Wellman Capital Management
Oregon
$342K
WCFA
442
Walkner Condon Financial Advisors
Wisconsin
$341K
PCMC
443
Paragon Capital Management (Colorado)
Colorado
$340K
AWAG
444
ARS Wealth Advisors Group
Florida
$336K
MA
445
MCF Advisors
Kentucky
$335K
WCA
446
Westover Capital Advisors
Delaware
$335K
DWM
447
Destination Wealth Management
California
$333K
PCA
448
Prosperity Capital Advisors
Ohio
$332K
LSWP
449
Liberty Square Wealth Partners
Pennsylvania
$330K
MFWP
450
Mosaic Family Wealth Partners
Missouri
$329K