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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
QWM
676
Quaker Wealth Management
New Jersey
$3.08K
FWM
677
FSA Wealth Management
Massachusetts
$3.05K
AW
678
Avion Wealth
Texas
$3K
CI
679
CX Institutional
Indiana
$3K
GSWM
680
Golden State Wealth Management
California
$2.45K
PIP
681
Peachtree Investment Partners
Florida
$2.29K
AWM
682
Activest Wealth Management
Florida
$2.29K
IWP
683
IAG Wealth Partners
Wisconsin
$2.05K
CW
684
Curio Wealth
Maryland
$1.5K
PFBT
685
Parkside Financial Bank & Trust
Missouri
$1.36K
CBT
686
Crews Bank & Trust
Florida
$1.26K
CFS
687
Compass Financial Services
Iowa
$1.16K
CPBTD
688
Central Pacific Bank - Trust Division
Hawaii
$1.1K
KFP
689
Keener Financial Planning
Texas
$1K
WWMSC
690
Wagner Wealth Management (South Carolina)
South Carolina
$831
AI
691
Arvest Investments
Arkansas
$394
TNA
692
True North Advisors
Texas
MPW
693
MASECO Private Wealth
SAW
694
Signal Advisors Wealth
Michigan
Susquehanna International Group
695
Susquehanna International Group
Pennsylvania
JCIA
696
Jackson Creek Investment Advisors
Colorado
Tudor Investment Corp
697
Tudor Investment Corp
Connecticut
NCM
698
Northwest Capital Management
Oregon
SCM
699
SOL Capital Management
Maryland
CPA
700
Compass Planning Associates
Massachusetts