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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
AF
576
Alerus Financial
North Dakota
$97.8K
PTC
577
Private Trust Company
Ohio
$93.8K
HIA
578
Harbor Investment Advisory
Maryland
$88.4K
AP
579
Aspect Partners
Virginia
$79.1K
RWM
580
RMG Wealth Management
Wisconsin
$78.6K
FCT
581
First Community Trust
Iowa
$78.3K
TFG
582
Team Financial Group
California
$78.1K
POIA
583
Pin Oak Investment Advisors
Texas
$76.8K
SFC
584
SYM Financial Corp
Indiana
$76K
AAG
585
Armstrong Advisory Group
Massachusetts
$72.9K
PWMG
586
Private Wealth Management Group
New Jersey
$71.7K
HI
587
Hoey Investments
Pennsylvania
$68K
ATC
588
Adirondack Trust Company
New York
$63.7K
PB
589
Pinnacle Bancorp
Nebraska
$61.4K
SIC
590
SJS Investment Consulting
Ohio
$60.8K
JFA
591
JNBA Financial Advisors
Minnesota
$59.9K
BAM
592
Bellevue Asset Management
Washington
$58.8K
PP
593
PFS Partners
New Jersey
$58.7K
MJRIC
594
Mogy Joel R Investment Counsel
California
$58.4K
WP
595
WealthShield Partners
North Carolina
$58.1K
TFGT
596
TS Financial Group (TSFG)
Illinois
$56K
NFSG
597
Newbridge Financial Services Group
Florida
$55.2K
CFB
598
Cullen/Frost Bankers
Texas
$54.6K
MSWA
599
Marshall & Sterling Wealth Advisors
New York
$54.6K
DF
600
Dunhill Financial
United Kingdom
$53.9K