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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
HWM
626
Hemington Wealth Management
Virginia
$20K
SL
627
Salomon & Ludwin
Virginia
$19.8K
CIAS
628
Capital Investment Advisory Services
North Carolina
$19.5K
MM
629
Main Management
California
$19K
AEPWM
630
Atlantic Edge Private Wealth Management
Florida
$18.4K
CAL
631
Capital Advisors Ltd
Ohio
$17K
SWIM
632
Smallwood Wealth Investment Management
New Jersey
$17K
FUBT
633
First United Bank & Trust
Maryland
$16.8K
MCA
634
Midwest Capital Advisors
Michigan
$16.5K
RP
635
Rice Partnership
Hawaii
$16.3K
NWMP
636
Noble Wealth Management PBC
Colorado
$16.2K
PK
637
Pflug Koory
Nebraska
$15.8K
FC
638
Financial Consulate
Maryland
$15.7K
SIS
639
Sound Income Strategies
Florida
$15.5K
OA
640
Operose Advisors
Wisconsin
$15.4K
RF
641
Rossby Financial
Florida
$14.7K
CMP
642
Coston McIsaac & Partners
Maine
$14K
MSFP
643
Mark Sheptoff Financial Planning
Connecticut
$13.6K
SRCM
644
Signature Resources Capital Management
California
$13.3K
FFA
645
Frazier Financial Advisors
Ohio
$13.2K
FGAM
646
Financial Gravity Asset Management
Texas
$12.9K
MCA
647
Maryland Capital Advisors
Maryland
$12.1K
SWP
648
Strategic Wealth Partners
Ohio
$11.6K
CFS
649
CGC Financial Services
Oregon
$11.4K
TCOV
650
Trust Company of Vermont
Vermont
$11.3K