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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
DPI
526
Diversified Portfolios Inc
Michigan
$214K
IA
527
Invested Advisors
Pennsylvania
$213K
AA
528
Auxano Advisors
Washington
$213K
BC
529
Brio Consultants
California
$211K
KA
530
Klingman & Associates
New York
$210K
MFIM
531
Mesirow Financial Investment Management
Illinois
$210K
NEPWA
532
New England Private Wealth Advisors
Massachusetts
$210K
FIA
533
Foundations Investment Advisors
Arizona
$209K
EWA
534
Elevate Wealth Advisory
Georgia
$209K
BJL
535
Brighton Jones LLC
Washington
$207K
CA
536
Calton & Associates
Florida
$207K
SF
537
Summit Financial
New Jersey
$207K
NG
538
Norden Group
Utah
$207K
HNWAG
539
High Net Worth Advisory Group
Florida
$206K
CKAIS
540
Christensen King & Associates Investment Services
Washington
$204K
VA
541
Vident Advisory
Georgia
$202K
SWA
542
Strategies Wealth Advisors
Michigan
$202K
SIM
543
Stratos Investment Management
Ohio
$202K
FRA
544
Frank Rimerman Advisors
California
$202K
PAM
545
Palisade Asset Management
Minnesota
$200K
RIL
546
Rothschild Investment LLC
Illinois
$199K
AIC
547
Archer Investment Corporation
Indiana
$192K
GIM
548
Glenmede Investment Management
Pennsylvania
$184K
CA
549
Crewe Advisors
Utah
$178K
AUB
550
Atlantic Union Bankshares
Virginia
$177K