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Schwab Fundamental US Large Company Index ETF

696 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 76 funds opening new positions, 262 increasing their positions, 224 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

17% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 224

9% more capital invested

Capital invested by funds: $15.1B → $16.5B (+$1.34B)

5% more funds holding

Funds holding: 665696 (+31)

4% more funds holding in top 10

Funds holding in top 10: 6770 (+3)

2.03% less ownership

Funds ownership: 81.36%79.33% (-2%)

Holders
696
Holders Change
+31
Holders Change %
+4.66%
% of All Funds
9.14%
Holding in Top 10
70
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.48%
% of All Funds
0.92%
New
76
Increased
262
Reduced
224
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
651
Financial Gravity Asset Management
Texas
$12.9K +$12.4K +490 New
MCA
652
Maryland Capital Advisors
Maryland
$12.1K +$11.7K +459 New
SWP
653
Strategic Wealth Partners
Ohio
$11.6K
CFS
654
CGC Financial Services
Oregon
$11.4K
TCOV
655
Trust Company of Vermont
Vermont
$11.3K +$10.9K +431 New
IRC
656
Investors Research Corp
Georgia
$11.2K -$4.19K -165 -28%
TCM
657
TD Capital Management
Tennessee
$11K +$25 +1 +0.2%
PPA
658
Painted Porch Advisors
California
$10K
GWSG
659
GPS Wealth Strategies Group
Colorado
$9.94K -$1.27K -50 -12%
DPW
660
DiNuzzo Private Wealth
Pennsylvania
$9.51K +$9.37K +369 New
CTC
661
Central Trust Company
Missouri
$9.15K -$1.83K -72 -17%
HPIA
662
Hamilton Point Investment Advisors
North Carolina
$9.15K
GWS
663
Greykasell Wealth Strategies
California
$8.6K
WAG
664
Wiser Advisor Group
Arizona
$8.43K +$8.13K +320 New
MMCM
665
Murphy & Mullick Capital Management
New York
$8.21K
AWM
666
Accredited Wealth Management
Kentucky
$7.89K -$355 -14 -5%
EWA
667
EverSource Wealth Advisors
Alabama
$7.89K
HCM
668
Hollencrest Capital Management
California
$7.5K
SC
669
Solstein Capital
California
$7.34K
DAM
670
Delta Asset Management
Tennessee
$7.1K
BI
671
Binnacle Investments
Iowa
$7.02K
WIM
672
Westside Investment Management
California
$6.26K
LWA
673
Lowe Wealth Advisors
Maryland
$6.08K +$5.87K +231 New
MFT
674
Moisand Fitzgerald Tamayo
Florida
$4.97K
CPG
675
Cornerstone Planning Group
New Jersey
$4.68K -$39.4M -1,550,097 -100%