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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
AIM
626
Anchor Investment Management
South Carolina
$20.8K
HWM
627
Hemington Wealth Management
Virginia
$20K
SL
628
Salomon & Ludwin
Virginia
$19.8K
CIAS
629
Capital Investment Advisory Services
North Carolina
$19.5K
MM
630
Main Management
California
$19K
AEPWM
631
Atlantic Edge Private Wealth Management
Florida
$18.4K
CAL
632
Capital Advisors Ltd
Ohio
$17K
SWIM
633
Smallwood Wealth Investment Management
New Jersey
$17K
FUBT
634
First United Bank & Trust
Maryland
$16.8K
MCA
635
Midwest Capital Advisors
Michigan
$16.5K
RP
636
Rice Partnership
Hawaii
$16.3K
NWMP
637
Noble Wealth Management PBC
Colorado
$16.2K
PK
638
Pflug Koory
Nebraska
$15.8K
FC
639
Financial Consulate
Maryland
$15.7K
SIS
640
Sound Income Strategies
Florida
$15.5K
OA
641
Operose Advisors
Wisconsin
$15.4K
RF
642
Rossby Financial
Florida
$14.7K
CMP
643
Coston McIsaac & Partners
Maine
$14K
MSFP
644
Mark Sheptoff Financial Planning
Connecticut
$13.6K
SRCM
645
Signature Resources Capital Management
California
$13.3K
FFA
646
Frazier Financial Advisors
Ohio
$13.2K
FGAM
647
Financial Gravity Asset Management
Texas
$12.9K
MCA
648
Maryland Capital Advisors
Maryland
$12.1K
SWP
649
Strategic Wealth Partners
Ohio
$11.6K
CFS
650
CGC Financial Services
Oregon
$11.4K