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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
TCOV
651
Trust Company of Vermont
Vermont
$11.3K
IRC
652
Investors Research Corp
Georgia
$11.2K
TCM
653
TD Capital Management
Tennessee
$11K
PPA
654
Painted Porch Advisors
California
$10K
GWSG
655
GPS Wealth Strategies Group
Colorado
$9.94K
DPW
656
DiNuzzo Private Wealth
Pennsylvania
$9.51K
CTC
657
Central Trust Company
Missouri
$9.15K
HPIA
658
Hamilton Point Investment Advisors
North Carolina
$9.15K
GWS
659
Greykasell Wealth Strategies
California
$8.6K
WAG
660
Wiser Advisor Group
Arizona
$8.43K
MMCM
661
Murphy & Mullick Capital Management
New York
$8.21K
AWM
662
Accredited Wealth Management
Kentucky
$7.89K
EWA
663
EverSource Wealth Advisors
Alabama
$7.89K
HCM
664
Hollencrest Capital Management
California
$7.5K
SC
665
Solstein Capital
California
$7.34K
DAM
666
Delta Asset Management
Tennessee
$7.1K
BI
667
Binnacle Investments
Iowa
$7.02K
WIM
668
Westside Investment Management
California
$6.26K
LWA
669
Lowe Wealth Advisors
Maryland
$6.08K
MFT
670
Moisand Fitzgerald Tamayo
Florida
$4.97K
CPG
671
Cornerstone Planning Group
New Jersey
$4.68K
WOSD
672
WFA of San Diego
California
$4.5K
FFA
673
Founders Financial Alliance
North Carolina
$4.26K
AFWM
674
Abich Financial Wealth Management
Virginia
$4.18K
HFS
675
Hantz Financial Services
Michigan
$4K