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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
MSWA
601
Marshall & Sterling Wealth Advisors
New York
$54.6K
DF
602
Dunhill Financial
United Kingdom
$53.9K
LFA
603
LGT Financial Advisors
Texas
$50.5K
MNA
604
Manning & Napier Advisors
New York
$50.4K
T
605
Tidemark
California
$47.9K
GK
606
Graney & King
New York
$47.9K
VC
607
Vestor Capital
Illinois
$46K
AA
608
Ancora Advisors
Ohio
$45.1K
Fifth Third Bancorp
609
Fifth Third Bancorp
Ohio
$44.5K
BWL
610
Bogart Wealth LLC
Virginia
$42.8K
FCAS
611
First Command Advisory Services
Texas
$42.8K
FIM
612
FWL Investment Management
Texas
$42.4K
GWSA
613
Global Wealth Strategies & Associates
Colorado
$38.6K
DI
614
DAGCO Inc
Ohio
$37.3K
PS
615
Pinney & Scofield
Massachusetts
$37.1K
KFI
616
Key Financial Inc
Pennsylvania
$35.6K
RMP
617
Richards, Merrill & Peterson
Washington
$33.7K
WWM
618
Woodside Wealth Management
Massachusetts
$27.4K
PAG
619
Paladin Advisory Group
Iowa
$26.7K
OP
620
ORG Partners
Indiana
$26.6K
RWM
621
Rialto Wealth Management
New York
$25.5K
HA
622
Heartland Advisors
Wisconsin
$24.2K
TIM
623
Tortoise Investment Management
New York
$22.1K
KSWA
624
Kathleen S. Wright Associates
Pennsylvania
$21.6K
AIM
625
Anchor Investment Management
South Carolina
$20.8K