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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
CFB
601
Cullen/Frost Bankers
Texas
$54.6K
MSWA
602
Marshall & Sterling Wealth Advisors
New York
$54.6K
DF
603
Dunhill Financial
United Kingdom
$53.9K
LFA
604
LGT Financial Advisors
Texas
$50.5K
MNA
605
Manning & Napier Advisors
New York
$50.4K
T
606
Tidemark
California
$47.9K
GK
607
Graney & King
New York
$47.9K
VC
608
Vestor Capital
Illinois
$46K
AA
609
Ancora Advisors
Ohio
$45.1K
Fifth Third Bancorp
610
Fifth Third Bancorp
Ohio
$44.5K
BWL
611
Bogart Wealth LLC
Virginia
$42.8K
FCAS
612
First Command Advisory Services
Texas
$42.8K
FIM
613
FWL Investment Management
Texas
$42.4K
GWSA
614
Global Wealth Strategies & Associates
Colorado
$38.6K
DI
615
DAGCO Inc
Ohio
$37.3K
PS
616
Pinney & Scofield
Massachusetts
$37.1K
KFI
617
Key Financial Inc
Pennsylvania
$35.6K
RMP
618
Richards, Merrill & Peterson
Washington
$33.7K
WWM
619
Woodside Wealth Management
Massachusetts
$27.4K
PAG
620
Paladin Advisory Group
Iowa
$26.7K
OP
621
ORG Partners
Indiana
$26.6K
RWM
622
Rialto Wealth Management
New York
$25.5K
HA
623
Heartland Advisors
Wisconsin
$24.2K
TIM
624
Tortoise Investment Management
New York
$22.1K
KSWA
625
Kathleen S. Wright Associates
Pennsylvania
$21.6K