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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
IRC
651
Investors Research Corp
Georgia
$11.2K
TCM
652
TD Capital Management
Tennessee
$11K
PPA
653
Painted Porch Advisors
California
$10K
GWSG
654
GPS Wealth Strategies Group
Colorado
$9.94K
DPW
655
DiNuzzo Private Wealth
Pennsylvania
$9.51K
CTC
656
Central Trust Company
Missouri
$9.15K
HPIA
657
Hamilton Point Investment Advisors
North Carolina
$9.15K
GWS
658
Greykasell Wealth Strategies
California
$8.6K
WAG
659
Wiser Advisor Group
Arizona
$8.43K
MMCM
660
Murphy & Mullick Capital Management
New York
$8.21K
AWM
661
Accredited Wealth Management
Kentucky
$7.89K
EWA
662
EverSource Wealth Advisors
Alabama
$7.89K
HCM
663
Hollencrest Capital Management
California
$7.5K
SC
664
Solstein Capital
California
$7.34K
DAM
665
Delta Asset Management
Tennessee
$7.1K
BI
666
Binnacle Investments
Iowa
$7.02K
WIM
667
Westside Investment Management
California
$6.26K
LWA
668
Lowe Wealth Advisors
Maryland
$6.08K
MFT
669
Moisand Fitzgerald Tamayo
Florida
$4.97K
CPG
670
Cornerstone Planning Group
New Jersey
$4.68K
WOSD
671
WFA of San Diego
California
$4.5K
FFA
672
Founders Financial Alliance
North Carolina
$4.26K
AFWM
673
Abich Financial Wealth Management
Virginia
$4.18K
HFS
674
Hantz Financial Services
Michigan
$4K
FMP
675
Financial Management Professionals
Texas
$3.79K