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Schwab Fundamental US Large Company Index ETF

681 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 74 funds opening new positions, 259 increasing their positions, 218 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
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
SWIM
626
Smallwood Wealth Investment Management
New Jersey
$17K
FUBT
627
First United Bank & Trust
Maryland
$16.8K
MCA
628
Midwest Capital Advisors
Michigan
$16.5K
RP
629
Rice Partnership
Hawaii
$16.3K
PK
630
Pflug Koory
Nebraska
$15.8K
FC
631
Financial Consulate
Maryland
$15.7K
SIS
632
Sound Income Strategies
Florida
$15.5K
OA
633
Operose Advisors
Wisconsin
$15.4K
RF
634
Rossby Financial
Florida
$14.7K
CMP
635
Coston McIsaac & Partners
Maine
$14K
MSFP
636
Mark Sheptoff Financial Planning
Connecticut
$13.6K
SRCM
637
Signature Resources Capital Management
California
$13.3K
FFA
638
Frazier Financial Advisors
Ohio
$13.2K
FGAM
639
Financial Gravity Asset Management
Texas
$12.9K
MCA
640
Maryland Capital Advisors
Maryland
$12.1K
SWP
641
Strategic Wealth Partners
Ohio
$11.6K
CFS
642
CGC Financial Services
Oregon
$11.4K
TCOV
643
Trust Company of Vermont
Vermont
$11.3K
IRC
644
Investors Research Corp
Georgia
$11.2K
TCM
645
TD Capital Management
Tennessee
$11K
GWSG
646
GPS Wealth Strategies Group
Colorado
$9.94K
DPW
647
DiNuzzo Private Wealth
Pennsylvania
$9.51K
CTC
648
Central Trust Company
Missouri
$9.15K
HPIA
649
Hamilton Point Investment Advisors
North Carolina
$9.15K
GWS
650
Greykasell Wealth Strategies
California
$8.6K