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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
PPA
651
Painted Porch Advisors
California
$10K
GWSG
652
GPS Wealth Strategies Group
Colorado
$9.94K
DPW
653
DiNuzzo Private Wealth
Pennsylvania
$9.51K
CTC
654
Central Trust Company
Missouri
$9.15K
HPIA
655
Hamilton Point Investment Advisors
North Carolina
$9.15K
GWS
656
Greykasell Wealth Strategies
California
$8.6K
WAG
657
Wiser Advisor Group
Arizona
$8.43K
MMCM
658
Murphy & Mullick Capital Management
New York
$8.21K
AWM
659
Accredited Wealth Management
Kentucky
$7.89K
EWA
660
EverSource Wealth Advisors
Alabama
$7.89K
HCM
661
Hollencrest Capital Management
California
$7.5K
SC
662
Solstein Capital
California
$7.34K
DAM
663
Delta Asset Management
Tennessee
$7.1K
BI
664
Binnacle Investments
Iowa
$7.02K
WIM
665
Westside Investment Management
California
$6.26K
LWA
666
Lowe Wealth Advisors
Maryland
$6.08K
MFT
667
Moisand Fitzgerald Tamayo
Florida
$4.97K
CPG
668
Cornerstone Planning Group
New Jersey
$4.68K
FFA
669
Founders Financial Alliance
North Carolina
$4.26K
AFWM
670
Abich Financial Wealth Management
Virginia
$4.18K
HFS
671
Hantz Financial Services
Michigan
$4K
FMP
672
Financial Management Professionals
Texas
$3.79K
QWM
673
Quaker Wealth Management
New Jersey
$3.08K
FWM
674
FSA Wealth Management
Massachusetts
$3.05K
CI
675
CX Institutional
Indiana
$3K