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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
CFG
501
Citizens Financial Group
Rhode Island
$240K
Brown Advisory
502
Brown Advisory
Maryland
$239K
YCM
503
Yousif Capital Management
Michigan
$238K
FWM
504
Fingerlakes Wealth Management
New York
$238K
CFP
505
Catalyst Financial Partners
Massachusetts
$237K
TPA
506
Trivium Point Advisory
Connecticut
$234K
FWP
507
FAS Wealth Partners
Kansas
$234K
DADC
508
D.A. Davidson & Co
Montana
$233K
WS
509
Wedbush Securities
California
$232K
FVWA
510
Foster Victor Wealth Advisors
South Carolina
$229K
IAIM
511
International Assets Investment Management
Florida
$229K
MAS
512
Meeder Advisory Services
Ohio
$227K
RFP
513
Root Financial Partners
California
$227K
AP
514
Americana Partners
Texas
$225K
SWM
515
SeaCrest Wealth Management
New York
$225K
OWA
516
Oak Wealth Advisors
Illinois
$225K
MSR
517
Main Street Research
Connecticut
$225K
SAM
518
Summit Asset Management
Tennessee
$222K
MIM
519
Marco Investment Management
Georgia
$221K
SSW
520
Stone Summit Wealth
Florida
$220K
HA
521
HC Advisors
Georgia
$218K
SFG
522
SNS Financial Group
Minnesota
$216K
SF
523
Symphony Financial
Texas
$216K
AL
524
Aspiriant LLC
California
$216K
BTI
525
Blue Trust Inc
Georgia
$215K