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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
CCG
451
Coastwise Capital Group
California
$329K
WWA
452
Wisconsin Wealth Advisors
Wisconsin
$326K
CICC
453
Capital Investment Counsel (Colorado)
Colorado
$317K
OSAM
454
O'Shaughnessy Asset Management
Connecticut
$317K
AC
455
Anson Capital
Georgia
$316K
SFWA
456
Summit Financial Wealth Advisors
Louisiana
$316K
SSWM
457
Smith Salley Wealth Management
North Carolina
$315K
SHFA
458
SC&H Financial Advisors
Maryland
$309K
MIC
459
Meridian Investment Counsel
California
$305K
IRP
460
Investment Research Partners
Pennsylvania
$304K
Thrivent Financial for Lutherans
461
Thrivent Financial for Lutherans
Minnesota
$302K
Comerica Bank
462
Comerica Bank
Texas
$301K
Jane Street
463
Jane Street
New York
$300K
BFA
464
Bragg Financial Advisors
North Carolina
$296K
SC
465
SouthState Corp
Florida
$295K
CP
466
Creekside Partners
California
$295K
WJWM
467
Williams Jones Wealth Management
New York
$292K
SB
468
Simmons Bank
Arkansas
$291K
ACA
469
Ackerman Capital Advisors
Texas
$291K
SWP
470
Sagespring Wealth Partners
Tennessee
$289K
KPWS
471
Kestra Private Wealth Services
Texas
$288K
PA
472
Procyon Advisors
Connecticut
$286K
IFA
473
Index Fund Advisors
California
$285K
MW
474
Maia Wealth
Colorado
$285K
FPF
475
First Pacific Financial
Washington
$279K