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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
WOSD
676
WFA of San Diego
California
$4.5K
RF
677
Robinswood Financial
Washington
$4.34K
FFA
678
Founders Financial Alliance
North Carolina
$4.26K
AFWM
679
Abich Financial Wealth Management
Virginia
$4.18K +$4.04K +159 New
HFS
680
Hantz Financial Services
Michigan
$4K -$92.3K -3,636 -96%
FMP
681
Financial Management Professionals
Texas
$3.79K
QWM
682
Quaker Wealth Management
New Jersey
$3.08K
FWM
683
FSA Wealth Management
Massachusetts
$3.05K
AW
684
Avion Wealth
Texas
$3K
CI
685
CX Institutional
Indiana
$3K
GSWM
686
Golden State Wealth Management
California
$2.45K
PIP
687
Peachtree Investment Partners
Florida
$2.29K
AWM
688
Activest Wealth Management
Florida
$2.29K -$25 -1 -1%
IWP
689
IAG Wealth Partners
Wisconsin
$2.05K
CW
690
Curio Wealth
Maryland
$1.5K +$1.45K +57 New
PFBT
691
Parkside Financial Bank & Trust
Missouri
$1.36K +$25 +1 +2%
CBT
692
Crews Bank & Trust
Florida
$1.26K +$1.22K +48 New
CFS
693
Compass Financial Services
Iowa
$1.16K +$1.12K +44 New
CPBTD
694
Central Pacific Bank - Trust Division
Hawaii
$1.1K
KFP
695
Keener Financial Planning
Texas
$1K
WWMSC
696
Wagner Wealth Management (South Carolina)
South Carolina
$831 +$25 +1 +3%
AI
697
Arvest Investments
Arkansas
$394
TNA
698
True North Advisors
Texas
-$3.5M -142,741 Closed
MPW
699
MASECO Private Wealth
-$2.15M -87,719 Closed
SAW
700
Signal Advisors Wealth
Michigan
-$1.84M -75,171 Closed