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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
CWM
501
Castle Wealth Management
Florida
$241K
EGA
502
E&G Advisors
Texas
$240K
CFG
503
Citizens Financial Group
Rhode Island
$240K
Brown Advisory
504
Brown Advisory
Maryland
$239K
YCM
505
Yousif Capital Management
Michigan
$238K
FWM
506
Fingerlakes Wealth Management
New York
$238K
CFP
507
Catalyst Financial Partners
Massachusetts
$237K
TPA
508
Trivium Point Advisory
Connecticut
$234K
FWP
509
FAS Wealth Partners
Kansas
$234K
DADC
510
D.A. Davidson & Co
Montana
$233K
WS
511
Wedbush Securities
California
$232K
FVWA
512
Foster Victor Wealth Advisors
South Carolina
$229K
IAIM
513
International Assets Investment Management
Florida
$229K
MAS
514
Meeder Advisory Services
Ohio
$227K
RFP
515
Root Financial Partners
California
$227K
AP
516
Americana Partners
Texas
$225K
SWM
517
SeaCrest Wealth Management
New York
$225K
OWA
518
Oak Wealth Advisors
Illinois
$225K
MSR
519
Main Street Research
Connecticut
$225K
SAM
520
Summit Asset Management
Tennessee
$222K
MIM
521
Marco Investment Management
Georgia
$221K
SSW
522
Stone Summit Wealth
Florida
$220K
HA
523
HC Advisors
Georgia
$218K
SFG
524
SNS Financial Group
Minnesota
$216K
SF
525
Symphony Financial
Texas
$216K