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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
CA
551
Crewe Advisors
Utah
$178K
AUB
552
Atlantic Union Bankshares
Virginia
$177K
GGI
553
Godsey & Gibb Inc
Virginia
$168K
GIA
554
GHP Investment Advisors
Colorado
$157K
CJ
555
Caitlin John
Michigan
$157K
PMFA
556
Plante Moran Financial Advisors
Michigan
$154K
FRA
557
Front Row Advisors
California
$153K
GWM
558
Geneos Wealth Management
Colorado
$153K
FCG
559
Financial Connections Group
California
$152K
CF
560
Centaurus Financial
California
$152K
BIM
561
Breakwater Investment Management
Washington
$142K
SWM
562
Spire Wealth Management
Virginia
$141K
SAM
563
Smartleaf Asset Management
Massachusetts
$136K
KWM
564
Kiker Wealth Management
Georgia
$136K
FW
565
Fairway Wealth
Ohio
$130K
ME
566
McIlrath & Eck
Washington
$129K
BFPW
567
BOK Financial Private Wealth
Colorado
$128K
CA
568
Clearstead Advisors
Ohio
$126K
IF
569
Integrity Financial
Wyoming
$125K
CIAS
570
CBIZ Investment Advisory Services
Ohio
$115K
HNB
571
Huntington National Bank
Ohio
$112K
TLA
572
Tanglewood Legacy Advisors
Texas
$109K
Citigroup
573
Citigroup
New York
$109K
HNW
574
High Note Wealth
Minnesota
$107K
SGK
575
Steigerwald Gordon & Koch
Virginia
$106K