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Schwab Fundamental US Large Company Index ETF

691 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, 222 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
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
FMP
676
Financial Management Professionals
Texas
$3.79K
QWM
677
Quaker Wealth Management
New Jersey
$3.08K
FWM
678
FSA Wealth Management
Massachusetts
$3.05K
AW
679
Avion Wealth
Texas
$3K
CI
680
CX Institutional
Indiana
$3K
GSWM
681
Golden State Wealth Management
California
$2.45K
PIP
682
Peachtree Investment Partners
Florida
$2.29K
AWM
683
Activest Wealth Management
Florida
$2.29K
IWP
684
IAG Wealth Partners
Wisconsin
$2.05K
CW
685
Curio Wealth
Maryland
$1.5K
PFBT
686
Parkside Financial Bank & Trust
Missouri
$1.36K
CBT
687
Crews Bank & Trust
Florida
$1.26K
CFS
688
Compass Financial Services
Iowa
$1.16K
CPBTD
689
Central Pacific Bank - Trust Division
Hawaii
$1.1K
KFP
690
Keener Financial Planning
Texas
$1K
WWMSC
691
Wagner Wealth Management (South Carolina)
South Carolina
$831
AI
692
Arvest Investments
Arkansas
$394
TNA
693
True North Advisors
Texas
MPW
694
MASECO Private Wealth
SAW
695
Signal Advisors Wealth
Michigan
Susquehanna International Group
696
Susquehanna International Group
Pennsylvania
JCIA
697
Jackson Creek Investment Advisors
Colorado
Tudor Investment Corp
698
Tudor Investment Corp
Connecticut
NCM
699
Northwest Capital Management
Oregon
SCM
700
SOL Capital Management
Maryland