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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
GIA
501
Gladstone Institutional Advisory
Florida
$242K
CWM
502
Castle Wealth Management
Florida
$241K
EGA
503
E&G Advisors
Texas
$240K
CFG
504
Citizens Financial Group
Rhode Island
$240K
Brown Advisory
505
Brown Advisory
Maryland
$239K
YCM
506
Yousif Capital Management
Michigan
$238K
FWM
507
Fingerlakes Wealth Management
New York
$238K
CFP
508
Catalyst Financial Partners
Massachusetts
$237K
TPA
509
Trivium Point Advisory
Connecticut
$234K
FWP
510
FAS Wealth Partners
Kansas
$234K
DADC
511
D.A. Davidson & Co
Montana
$233K
WS
512
Wedbush Securities
California
$232K
FVWA
513
Foster Victor Wealth Advisors
South Carolina
$229K
IAIM
514
International Assets Investment Management
Florida
$229K
MAS
515
Meeder Advisory Services
Ohio
$227K
RFP
516
Root Financial Partners
California
$227K
AP
517
Americana Partners
Texas
$225K
SWM
518
SeaCrest Wealth Management
New York
$225K
OWA
519
Oak Wealth Advisors
Illinois
$225K
MSR
520
Main Street Research
Connecticut
$225K
SAM
521
Summit Asset Management
Tennessee
$222K
MIM
522
Marco Investment Management
Georgia
$221K
SSW
523
Stone Summit Wealth
Florida
$220K
HA
524
HC Advisors
Georgia
$218K
SFG
525
SNS Financial Group
Minnesota
$216K