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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
Susquehanna International Group
701
Susquehanna International Group
Pennsylvania
-$1.51M -61,357 Closed
JCIA
702
Jackson Creek Investment Advisors
Colorado
-$1.35M -55,156 Closed
Tudor Investment Corp
703
Tudor Investment Corp
Connecticut
-$809K -32,949 Closed
NCM
704
Northwest Capital Management
Oregon
-$774K -31,520 Closed
SCM
705
SOL Capital Management
Maryland
-$677K -27,600 Closed
CPA
706
Compass Planning Associates
Massachusetts
-$591K -24,076 Closed
LWA
707
Lantern Wealth Advisors
New York
-$543K -22,120 Closed
ACI
708
Alpha Cubed Investments
California
-$472K -19,252 Closed
SC
709
Soundwatch Capital
Connecticut
-$9.98M -19,076 Closed
RWIA
710
Roger Wittlin Investment Advisory
California
-$325K -13,258 Closed
GS
711
GWN Securities
Florida
-$259K -10,532 Closed
CGA
712
Crescent Grove Advisors
Illinois
-$251K -10,216 Closed
NP
713
NorthRock Partners
Minnesota
-$222K -9,033 Closed
CCM
714
Condor Capital Management
New Jersey
-$218K -8,888 Closed
D.E. Shaw & Co
715
D.E. Shaw & Co
New York
-$217K -8,847 Closed
BAM
716
BOS Asset Management
Illinois
-$206K -8,382 Closed
BRWA
717
B. Riley Wealth Advisors
Florida
-$202K -8,220 Closed
BMM
718
Berkshire Money Management
Massachusetts
-$51.8K -2,112 Closed
MAWAG
719
Mid-American Wealth Advisory Group
Missouri
-$37.5K -1,527 Closed
CIA
720
Cape Investment Advisory
Georgia
-$19.5K -795 Closed
BA
721
Bristlecone Advisors
Washington
-$19.5K -794 Closed
GWANC
722
Guardian Wealth Advisors (North Carolina)
North Carolina
-$16.3K -666 Closed
BCMLT
723
Beacon Capital Management LLC (Tennessee)
Tennessee
-$12K -489 Closed
TIM
724
Total Investment Management
Arizona
-$5.01K -204 Closed
WWM
725
Wolff Wiese Magana
California
-$1.92K -78 Closed