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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
CICC
451
Capital Investment Counsel (Colorado)
Colorado
$317K
OSAM
452
O'Shaughnessy Asset Management
Connecticut
$317K
AC
453
Anson Capital
Georgia
$316K
SFWA
454
Summit Financial Wealth Advisors
Louisiana
$316K
SSWM
455
Smith Salley Wealth Management
North Carolina
$315K
SHFA
456
SC&H Financial Advisors
Maryland
$309K
MIC
457
Meridian Investment Counsel
California
$305K
IRP
458
Investment Research Partners
Pennsylvania
$304K
Thrivent Financial for Lutherans
459
Thrivent Financial for Lutherans
Minnesota
$302K
Comerica Bank
460
Comerica Bank
Texas
$301K
Jane Street
461
Jane Street
New York
$300K
BFA
462
Bragg Financial Advisors
North Carolina
$296K
SC
463
SouthState Corp
Florida
$295K
CP
464
Creekside Partners
California
$295K
WJWM
465
Williams Jones Wealth Management
New York
$292K
SB
466
Simmons Bank
Arkansas
$291K
ACA
467
Ackerman Capital Advisors
Texas
$291K
SWP
468
Sagespring Wealth Partners
Tennessee
$289K
KPWS
469
Kestra Private Wealth Services
Texas
$288K
PA
470
Procyon Advisors
Connecticut
$286K
IFA
471
Index Fund Advisors
California
$285K
MW
472
Maia Wealth
Colorado
$285K
FPF
473
First Pacific Financial
Washington
$279K
CAG
474
Curtis Advisory Group
California
$278K
OBWG
475
Onyx Bridge Wealth Group
New York
$278K