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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
PWSG
426
Pacific Wealth Strategies Group
California
$360K
CAM
427
Cresset Asset Management
Illinois
$358K
MWM
428
Modera Wealth Management
New Jersey
$357K
CL
429
Choreo LLC
Illinois
$356K
MSA
430
Marino Stram & Associates
Massachusetts
$355K
DWP
431
Destiny Wealth Partners
Florida
$352K
Fisher Asset Management
432
Fisher Asset Management
Washington
$352K
WT
433
Whittier Trust
California
$349K
FLPIM
434
F.L. Putnam Investment Management
Massachusetts
$348K
TYCC
435
Texas Yale Capital Corp
Florida
$347K
Goldman Sachs
436
Goldman Sachs
New York
$347K
SFG
437
Sovereign Financial Group
Connecticut
$345K
CFS
438
CRA Financial Services
New Jersey
$342K
FWCM
439
Ferguson Wellman Capital Management
Oregon
$342K
WCFA
440
Walkner Condon Financial Advisors
Wisconsin
$341K
PCMC
441
Paragon Capital Management (Colorado)
Colorado
$340K
AWAG
442
ARS Wealth Advisors Group
Florida
$336K
MA
443
MCF Advisors
Kentucky
$335K
WCA
444
Westover Capital Advisors
Delaware
$335K
DWM
445
Destination Wealth Management
California
$333K
PCA
446
Prosperity Capital Advisors
Ohio
$332K
LSWP
447
Liberty Square Wealth Partners
Pennsylvania
$330K
MFWP
448
Mosaic Family Wealth Partners
Missouri
$329K
CCG
449
Coastwise Capital Group
California
$329K
WWA
450
Wisconsin Wealth Advisors
Wisconsin
$326K