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