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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
MMA
476
Miracle Mile Advisors
California
$278K
QPWM
477
Quadrant Private Wealth Management
Pennsylvania
$277K
Russell Investments Group
478
Russell Investments Group
United Kingdom
$276K
AFA
479
AA Financial Advisors
Ohio
$275K
CRC
480
Curi RMB Capital
Illinois
$271K
HW
481
Hancock Whitney
Mississippi
$269K
PWW
482
Pettyjohn Wood & White
Virginia
$269K
SWA
483
Sax Wealth Advisors
New Jersey
$266K
CIA
484
Caerus Investment Advisors
Texas
$263K
DFA
485
DHJJ Financial Advisors
Illinois
$263K
ADL
486
Asset Dedication LLC
California
$258K
PL
487
Parthenon LLC
Kentucky
$257K
MGIA
488
Moneta Group Investment Advisors
Missouri
$257K
DAS
489
Diversify Advisory Services
Utah
$252K
ST
490
Smithfield Trust
Pennsylvania
$251K
PFG
491
PAX Financial Group
Texas
$250K
AG
492
Advocate Group
Minnesota
$247K
BIG
493
Brooklyn Investment Group
New York
$247K
JFGIW
494
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$244K
WIC
495
Woodmont Investment Counsel
Tennessee
$244K
AWA
496
Archvest Wealth Advisors
California
$243K
ZF
497
Zhang Financial
Michigan
$242K
GIA
498
Gladstone Institutional Advisory
Florida
$242K
CWM
499
Castle Wealth Management
Florida
$241K
EGA
500
E&G Advisors
Texas
$240K