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Schwab Fundamental US Large Company Index ETF

696 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 76 funds opening new positions, 262 increasing their positions, 224 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

17% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 224

9% more capital invested

Capital invested by funds: $15.1B → $16.5B (+$1.34B)

5% more funds holding

Funds holding: 665696 (+31)

4% more funds holding in top 10

Funds holding in top 10: 6770 (+3)

2.03% less ownership

Funds ownership: 81.36%79.33% (-2%)

Holders
696
Holders Change
+31
Holders Change %
+4.66%
% of All Funds
9.14%
Holding in Top 10
70
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.48%
% of All Funds
0.92%
New
76
Increased
262
Reduced
224
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$53.9M -$60.4K -2,378 -0.1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$49.9M -$3.83M -150,679 -7%
BWP
28
BlueStem Wealth Partners
Minnesota
$49.9M -$40.5M -1,593,590 -46%
AA
29
Ashford Advisors
New York
$49.3M -$2.68M -105,592 -5%
KHC
30
Koesten Hirschmann & Crabtree
Kansas
$48.4M -$233K -9,185 -0.5%
HighTower Advisors
31
HighTower Advisors
Illinois
$48.3M +$3.73M +147,000 +9%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$46.3M +$1.62M +63,848 +4%
PC
33
Prairiewood Capital
North Dakota
$45.4M +$3.84M +151,215 +10%
KCPG
34
Kavar Capital Partners Group
Kansas
$40.3M +$1.62M +63,624 +4%
LRIA
35
Leonard Rickey Investment Advisors
Washington
$38M -$138K -5,424 -0.4%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$37.4M +$20.8K +821 +0.1%
Creative Planning
37
Creative Planning
Kansas
$36.1M +$508K +19,996 +1%
RCA
38
Resonant Capital Advisors
Wisconsin
$35.3M +$538K +21,190 +2%
BAM
39
Belpointe Asset Management
Nevada
$34.3M +$1.59M +62,675 +5%
FCA
40
Fortis Capital Advisors
Kansas
$34.3M +$1.59M +62,675 +5%
PWM
41
PTM Wealth Management
United States
$33.5M +$1.22M +48,087 +4%
TWM
42
Tanglewood Wealth Management
Texas
$32.2M -$68K -2,679 -0.2%
Mariner
43
Mariner
Kansas
$30.1M +$940K +37,006 +3%
PS
44
Planned Solutions
California
$28M +$49.2K +1,937 +0.2%
ES
45
Eagle Strategies
New York
$27M +$11.2M +440,395 +75%
GVAG
46
Great Valley Advisor Group
Delaware
$26.5M +$1.03M +40,751 +4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$26.4M +$10.4M +410,787 +69%
BM
48
Berman McAleer
Maryland
$25.9M +$25M +985,332 New
OFG
49
Oxford Financial Group
Indiana
$25.8M -$1.97M -77,407 -7%
AWM
50
Allen Wealth Management
North Carolina
$25.5M +$382K +15,035 +2%