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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
GGI
551
Godsey & Gibb Inc
Virginia
$168K
GIA
552
GHP Investment Advisors
Colorado
$157K
CJ
553
Caitlin John
Michigan
$157K
PMFA
554
Plante Moran Financial Advisors
Michigan
$154K
GWM
555
Geneos Wealth Management
Colorado
$153K
FRA
556
Front Row Advisors
California
$153K
FCG
557
Financial Connections Group
California
$152K
CF
558
Centaurus Financial
California
$152K
BIM
559
Breakwater Investment Management
Washington
$142K
SWM
560
Spire Wealth Management
Virginia
$141K
SAM
561
Smartleaf Asset Management
Massachusetts
$136K
KWM
562
Kiker Wealth Management
Georgia
$136K
FW
563
Fairway Wealth
Ohio
$130K
ME
564
McIlrath & Eck
Washington
$129K
BFPW
565
BOK Financial Private Wealth
Colorado
$128K
CA
566
Clearstead Advisors
Ohio
$126K
IF
567
Integrity Financial
Wyoming
$125K
CIAS
568
CBIZ Investment Advisory Services
Ohio
$115K
HNB
569
Huntington National Bank
Ohio
$112K
TLA
570
Tanglewood Legacy Advisors
Texas
$109K
Citigroup
571
Citigroup
New York
$109K
HNW
572
High Note Wealth
Minnesota
$107K
SGK
573
Steigerwald Gordon & Koch
Virginia
$106K
TAM
574
Townsend Asset Management
North Carolina
$105K
AT
575
Arlington Trust
Alabama
$102K