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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
RWM
626
Rialto Wealth Management
New York
$25.5K
HA
627
Heartland Advisors
Wisconsin
$24.2K +$23.4K +921 New
TIM
628
Tortoise Investment Management
New York
$22.1K +$21.3K +840 New
KSWA
629
Kathleen S. Wright Associates
Pennsylvania
$21.6K
AIM
630
Anchor Investment Management
South Carolina
$20.8K
HWM
631
Hemington Wealth Management
Virginia
$20K
SL
632
Salomon & Ludwin
Virginia
$19.8K -$27K -1,062 -59%
CIAS
633
Capital Investment Advisory Services
North Carolina
$19.5K +$18.9K +743 New
MM
634
Main Management
California
$19K
AEPWM
635
Atlantic Edge Private Wealth Management
Florida
$18.4K
CAL
636
Capital Advisors Ltd
Ohio
$17K
SWIM
637
Smallwood Wealth Investment Management
New Jersey
$17K
FUBT
638
First United Bank & Trust
Maryland
$16.8K +$16.2K +637 New
MCA
639
Midwest Capital Advisors
Michigan
$16.5K +$15.9K +626 New
RP
640
Rice Partnership
Hawaii
$16.3K
NWMP
641
Noble Wealth Management PBC
Colorado
$16.2K +$15.6K +615 New
PK
642
Pflug Koory
Nebraska
$15.8K
FC
643
Financial Consulate
Maryland
$15.7K +$15.2K +597 New
SIS
644
Sound Income Strategies
Florida
$15.5K -$78.6K -3,096 -84%
OA
645
Operose Advisors
Wisconsin
$15.4K +$76 +3 +0.5%
RF
646
Rossby Financial
Florida
$14.7K
CMP
647
Coston McIsaac & Partners
Maine
$14K
MSFP
648
Mark Sheptoff Financial Planning
Connecticut
$13.6K +$13.2K +518 New
SRCM
649
Signature Resources Capital Management
California
$13.3K +$12.8K +504 New
FFA
650
Frazier Financial Advisors
Ohio
$13.2K