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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
WAG
651
Wiser Advisor Group
Arizona
$8.43K
MMCM
652
Murphy & Mullick Capital Management
New York
$8.21K
AWM
653
Accredited Wealth Management
Kentucky
$7.89K
EWA
654
EverSource Wealth Advisors
Alabama
$7.89K
HCM
655
Hollencrest Capital Management
California
$7.5K
SC
656
Solstein Capital
California
$7.34K
DAM
657
Delta Asset Management
Tennessee
$7.1K
BI
658
Binnacle Investments
Iowa
$7.02K
WIM
659
Westside Investment Management
California
$6.26K
LWA
660
Lowe Wealth Advisors
Maryland
$6.08K
MFT
661
Moisand Fitzgerald Tamayo
Florida
$4.97K
CPG
662
Cornerstone Planning Group
New Jersey
$4.68K
FFA
663
Founders Financial Alliance
North Carolina
$4.26K
AFWM
664
Abich Financial Wealth Management
Virginia
$4.18K
HFS
665
Hantz Financial Services
Michigan
$4K
FMP
666
Financial Management Professionals
Texas
$3.79K
QWM
667
Quaker Wealth Management
New Jersey
$3.08K
FWM
668
FSA Wealth Management
Massachusetts
$3.05K
AW
669
Avion Wealth
Texas
$3K
CI
670
CX Institutional
Indiana
$3K
GSWM
671
Golden State Wealth Management
California
$2.45K
PIP
672
Peachtree Investment Partners
Florida
$2.29K
AWM
673
Activest Wealth Management
Florida
$2.29K
IWP
674
IAG Wealth Partners
Wisconsin
$2.05K
CW
675
Curio Wealth
Maryland
$1.5K