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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
CAG
476
Curtis Advisory Group
California
$278K
OBWG
477
Onyx Bridge Wealth Group
New York
$278K
MMA
478
Miracle Mile Advisors
California
$278K
QPWM
479
Quadrant Private Wealth Management
Pennsylvania
$277K
Russell Investments Group
480
Russell Investments Group
United Kingdom
$276K
AFA
481
AA Financial Advisors
Ohio
$275K
CRC
482
Curi RMB Capital
Illinois
$271K
HW
483
Hancock Whitney
Mississippi
$269K
PWW
484
Pettyjohn Wood & White
Virginia
$269K
SWA
485
Sax Wealth Advisors
New Jersey
$266K
CIA
486
Caerus Investment Advisors
Texas
$263K
DFA
487
DHJJ Financial Advisors
Illinois
$263K
ADL
488
Asset Dedication LLC
California
$258K
PL
489
Parthenon LLC
Kentucky
$257K
MGIA
490
Moneta Group Investment Advisors
Missouri
$257K
CAM
491
Cresset Asset Management
Illinois
$255K
DAS
492
Diversify Advisory Services
Utah
$252K
ST
493
Smithfield Trust
Pennsylvania
$251K
PFG
494
PAX Financial Group
Texas
$250K
AG
495
Advocate Group
Minnesota
$247K
BIG
496
Brooklyn Investment Group
New York
$247K
JFGIW
497
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$244K
WIC
498
Woodmont Investment Counsel
Tennessee
$244K
AWA
499
Archvest Wealth Advisors
California
$243K
ZF
500
Zhang Financial
Michigan
$242K