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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
LFA
601
LGT Financial Advisors
Texas
$50.5K
MNA
602
Manning & Napier Advisors
New York
$50.4K
T
603
Tidemark
California
$47.9K
GK
604
Graney & King
New York
$47.9K
VC
605
Vestor Capital
Illinois
$46K
AA
606
Ancora Advisors
Ohio
$45.1K
Fifth Third Bancorp
607
Fifth Third Bancorp
Ohio
$44.5K
BWL
608
Bogart Wealth LLC
Virginia
$42.8K
FCAS
609
First Command Advisory Services
Texas
$42.8K
FIM
610
FWL Investment Management
Texas
$42.4K
GWSA
611
Global Wealth Strategies & Associates
Colorado
$38.6K
DI
612
DAGCO Inc
Ohio
$37.3K
PS
613
Pinney & Scofield
Massachusetts
$37.1K
KFI
614
Key Financial Inc
Pennsylvania
$35.6K
RMP
615
Richards, Merrill & Peterson
Washington
$33.7K
WWM
616
Woodside Wealth Management
Massachusetts
$27.4K
PAG
617
Paladin Advisory Group
Iowa
$26.7K
OP
618
ORG Partners
Indiana
$26.6K
RWM
619
Rialto Wealth Management
New York
$25.5K
HA
620
Heartland Advisors
Wisconsin
$24.2K
TIM
621
Tortoise Investment Management
New York
$22.1K
KSWA
622
Kathleen S. Wright Associates
Pennsylvania
$21.6K
AIM
623
Anchor Investment Management
South Carolina
$20.8K
HWM
624
Hemington Wealth Management
Virginia
$20K
SL
625
Salomon & Ludwin
Virginia
$19.8K