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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
CIAS
626
Capital Investment Advisory Services
North Carolina
$19.5K
MM
627
Main Management
California
$19K
AEPWM
628
Atlantic Edge Private Wealth Management
Florida
$18.4K
CAL
629
Capital Advisors Ltd
Ohio
$17K
SWIM
630
Smallwood Wealth Investment Management
New Jersey
$17K
FUBT
631
First United Bank & Trust
Maryland
$16.8K
MCA
632
Midwest Capital Advisors
Michigan
$16.5K
RP
633
Rice Partnership
Hawaii
$16.3K
NWMP
634
Noble Wealth Management PBC
Colorado
$16.2K
PK
635
Pflug Koory
Nebraska
$15.8K
FC
636
Financial Consulate
Maryland
$15.7K
SIS
637
Sound Income Strategies
Florida
$15.5K
OA
638
Operose Advisors
Wisconsin
$15.4K
RF
639
Rossby Financial
Florida
$14.7K
CMP
640
Coston McIsaac & Partners
Maine
$14K
MSFP
641
Mark Sheptoff Financial Planning
Connecticut
$13.6K
SRCM
642
Signature Resources Capital Management
California
$13.3K
FFA
643
Frazier Financial Advisors
Ohio
$13.2K
FGAM
644
Financial Gravity Asset Management
Texas
$12.9K
MCA
645
Maryland Capital Advisors
Maryland
$12.1K
SWP
646
Strategic Wealth Partners
Ohio
$11.6K
CFS
647
CGC Financial Services
Oregon
$11.4K
TCOV
648
Trust Company of Vermont
Vermont
$11.3K
IRC
649
Investors Research Corp
Georgia
$11.2K
TCM
650
TD Capital Management
Tennessee
$11K