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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
PFBT
676
Parkside Financial Bank & Trust
Missouri
$1.36K
CBT
677
Crews Bank & Trust
Florida
$1.26K
CFS
678
Compass Financial Services
Iowa
$1.16K
CPBTD
679
Central Pacific Bank - Trust Division
Hawaii
$1.1K
KFP
680
Keener Financial Planning
Texas
$1K
WWM
681
Wagner Wealth Management
South Carolina
$831
AI
682
Arvest Investments
Arkansas
$394
TNA
683
True North Advisors
Texas
MPW
684
MASECO Private Wealth
SAW
685
Signal Advisors Wealth
Michigan
Susquehanna International Group
686
Susquehanna International Group
Pennsylvania
JCIA
687
Jackson Creek Investment Advisors
Colorado
Tudor Investment Corp
688
Tudor Investment Corp
Connecticut
NCM
689
Northwest Capital Management
Oregon
SCM
690
SOL Capital Management
Maryland
CPA
691
Compass Planning Associates
Massachusetts
LWA
692
Lantern Wealth Advisors
New York
SWGC
693
Summit Wealth Group (Colorado)
Colorado
ACI
694
Alpha Cubed Investments
California
SC
695
Soundwatch Capital
Connecticut
RWIA
696
Roger Wittlin Investment Advisory
California
GS
697
GWN Securities
Florida
CGA
698
Crescent Grove Advisors
Illinois
NP
699
NorthRock Partners
Minnesota
CCM
700
Condor Capital Management
New Jersey