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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
SGK
576
Steigerwald Gordon & Koch
Virginia
$106K
TAM
577
Townsend Asset Management
North Carolina
$105K
AT
578
Arlington Trust
Alabama
$102K
AF
579
Alerus Financial
North Dakota
$97.8K
PTC
580
Private Trust Company
Ohio
$93.8K
HIA
581
Harbor Investment Advisory
Maryland
$88.4K
AP
582
Aspect Partners
Virginia
$79.1K
RWM
583
RMG Wealth Management
Wisconsin
$78.6K
FCT
584
First Community Trust
Iowa
$78.3K
TFG
585
Team Financial Group
California
$78.1K
POIA
586
Pin Oak Investment Advisors
Texas
$76.8K
SFC
587
SYM Financial Corp
Indiana
$76K
AAG
588
Armstrong Advisory Group
Massachusetts
$72.9K
PWMG
589
Private Wealth Management Group
New Jersey
$71.7K
HI
590
Hoey Investments
Pennsylvania
$68K
ATC
591
Adirondack Trust Company
New York
$63.7K
PB
592
Pinnacle Bancorp
Nebraska
$61.4K
SIC
593
SJS Investment Consulting
Ohio
$60.8K
JFA
594
JNBA Financial Advisors
Minnesota
$59.9K
BAM
595
Bellevue Asset Management
Washington
$58.8K
PP
596
PFS Partners
New Jersey
$58.7K
MJRIC
597
Mogy Joel R Investment Counsel
California
$58.4K
WP
598
WealthShield Partners
North Carolina
$58.1K
TFGT
599
TS Financial Group (TSFG)
Illinois
$56K
NFSG
600
Newbridge Financial Services Group
Florida
$55.2K