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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
TAM
576
Townsend Asset Management
North Carolina
$105K
AT
577
Arlington Trust
Alabama
$102K
AF
578
Alerus Financial
North Dakota
$97.8K
PTC
579
Private Trust Company
Ohio
$93.8K
HIA
580
Harbor Investment Advisory
Maryland
$88.4K
AP
581
Aspect Partners
Virginia
$79.1K
RWM
582
RMG Wealth Management
Wisconsin
$78.6K
FCT
583
First Community Trust
Iowa
$78.3K
TFG
584
Team Financial Group
California
$78.1K
POIA
585
Pin Oak Investment Advisors
Texas
$76.8K
SFC
586
SYM Financial Corp
Indiana
$76K
AAG
587
Armstrong Advisory Group
Massachusetts
$72.9K
PWMG
588
Private Wealth Management Group
New Jersey
$71.7K
HI
589
Hoey Investments
Pennsylvania
$68K
ATC
590
Adirondack Trust Company
New York
$63.7K
PB
591
Pinnacle Bancorp
Nebraska
$61.4K
SIC
592
SJS Investment Consulting
Ohio
$60.8K
JFA
593
JNBA Financial Advisors
Minnesota
$59.9K
BAM
594
Bellevue Asset Management
Washington
$58.8K
PP
595
PFS Partners
New Jersey
$58.7K
MJRIC
596
Mogy Joel R Investment Counsel
California
$58.4K
WP
597
WealthShield Partners
North Carolina
$58.1K
TFGT
598
TS Financial Group (TSFG)
Illinois
$56K
NFSG
599
Newbridge Financial Services Group
Florida
$55.2K
CFB
600
Cullen/Frost Bankers
Texas
$54.6K