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Schwab Fundamental US Large Company Index ETF

696 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 76 funds opening new positions, 262 increasing their positions, 224 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

17% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 224

9% more capital invested

Capital invested by funds: $15.1B → $16.5B (+$1.34B)

5% more funds holding

Funds holding: 665696 (+31)

4% more funds holding in top 10

Funds holding in top 10: 6770 (+3)

2.03% less ownership

Funds ownership: 81.36%79.33% (-2%)

Holders
696
Holders Change
+31
Holders Change %
+4.66%
% of All Funds
9.14%
Holding in Top 10
70
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.48%
% of All Funds
0.92%
New
76
Increased
262
Reduced
224
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MJRIC
601
Mogy Joel R Investment Counsel
California
$58.4K -$4.19K -165 -7%
WP
602
WealthShield Partners
North Carolina
$58.1K +$229 +9 +0.4%
TFGT
603
TS Financial Group (TSFG)
Illinois
$56K
NFSG
604
Newbridge Financial Services Group
Florida
$55.2K
CFB
605
Cullen/Frost Bankers
Texas
$54.6K -$29.4K -1,158 -36%
MSWA
606
Marshall & Sterling Wealth Advisors
New York
$54.6K +$229 +9 +0.4%
DF
607
Dunhill Financial
United Kingdom
$53.9K
LFA
608
LGT Financial Advisors
Texas
$50.5K +$48.3K +1,902 +11,188%
MNA
609
Manning & Napier Advisors
New York
$50.4K +$48.6K +1,915 New
T
610
Tidemark
California
$47.9K +$178 +7 +0.4%
GK
611
Graney & King
New York
$47.9K -$5.05K -199 -10%
VC
612
Vestor Capital
Illinois
$46K +$44.3K +1,743 New
AA
613
Ancora Advisors
Ohio
$45.1K -$6.42K -253 -13%
Fifth Third Bancorp
614
Fifth Third Bancorp
Ohio
$44.5K +$43K +1,692 New
BWL
615
Bogart Wealth LLC
Virginia
$42.8K +$19.7K +777 +92%
FCAS
616
First Command Advisory Services
Texas
$42.8K +$41.3K +1,626 New
FIM
617
FWL Investment Management
Texas
$42.4K -$19.8K -778 -33%
GWSA
618
Global Wealth Strategies & Associates
Colorado
$38.6K +$4.16K +164 +13%
DI
619
DAGCO Inc
Ohio
$37.3K +$152 +6 +0.4%
PS
620
Pinney & Scofield
Massachusetts
$37.1K +$127 +5 +0.4%
KFI
621
Key Financial Inc
Pennsylvania
$35.6K
RMP
622
Richards, Merrill & Peterson
Washington
$33.7K
WWM
623
Woodside Wealth Management
Massachusetts
$27.4K
PAG
624
Paladin Advisory Group
Iowa
$26.7K
OP
625
ORG Partners
Indiana
$26.6K