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Schwab Fundamental US Large Company Index ETF

690 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, 221 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
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
OBWG
476
Onyx Bridge Wealth Group
New York
$278K
MMA
477
Miracle Mile Advisors
California
$278K
QPWM
478
Quadrant Private Wealth Management
Pennsylvania
$277K
Russell Investments Group
479
Russell Investments Group
United Kingdom
$276K
AFA
480
AA Financial Advisors
Ohio
$275K
CRC
481
Curi RMB Capital
Illinois
$271K
HW
482
Hancock Whitney
Mississippi
$269K
PWW
483
Pettyjohn Wood & White
Virginia
$269K
SWA
484
Sax Wealth Advisors
New Jersey
$266K
CIA
485
Caerus Investment Advisors
Texas
$263K
DFA
486
DHJJ Financial Advisors
Illinois
$263K
ADL
487
Asset Dedication LLC
California
$258K
PL
488
Parthenon LLC
Kentucky
$257K
MGIA
489
Moneta Group Investment Advisors
Missouri
$257K
CAM
490
Cresset Asset Management
Illinois
$255K
DAS
491
Diversify Advisory Services
Utah
$252K
ST
492
Smithfield Trust
Pennsylvania
$251K
PFG
493
PAX Financial Group
Texas
$250K
AG
494
Advocate Group
Minnesota
$247K
BIG
495
Brooklyn Investment Group
New York
$247K
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$244K
WIC
497
Woodmont Investment Counsel
Tennessee
$244K
AWA
498
Archvest Wealth Advisors
California
$243K
ZF
499
Zhang Financial
Michigan
$242K
GIA
500
Gladstone Institutional Advisory
Florida
$242K