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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
AL
526
Aspiriant LLC
California
$216K
BTI
527
Blue Trust Inc
Georgia
$215K
DPI
528
Diversified Portfolios Inc
Michigan
$214K
IA
529
Invested Advisors
Pennsylvania
$213K
AA
530
Auxano Advisors
Washington
$213K
BC
531
Brio Consultants
California
$211K
KA
532
Klingman & Associates
New York
$210K
MFIM
533
Mesirow Financial Investment Management
Illinois
$210K
NEPWA
534
New England Private Wealth Advisors
Massachusetts
$210K
FIA
535
Foundations Investment Advisors
Arizona
$209K
EWA
536
Elevate Wealth Advisory
Georgia
$209K
BJL
537
Brighton Jones LLC
Washington
$207K
CA
538
Calton & Associates
Florida
$207K
SF
539
Summit Financial
New Jersey
$207K
NG
540
Norden Group
Utah
$207K
HNWAG
541
High Net Worth Advisory Group
Florida
$206K
CKAIS
542
Christensen King & Associates Investment Services
Washington
$204K
VA
543
Vident Advisory
Georgia
$202K
SWA
544
Strategies Wealth Advisors
Michigan
$202K
SIM
545
Stratos Investment Management
Ohio
$202K
FRA
546
Frank Rimerman Advisors
California
$202K
PAM
547
Palisade Asset Management
Minnesota
$200K
RIL
548
Rothschild Investment LLC
Illinois
$199K
AIC
549
Archer Investment Corporation
Indiana
$192K
GIM
550
Glenmede Investment Management
Pennsylvania
$184K