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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
CPA
701
Compass Planning Associates
Massachusetts
LWA
702
Lantern Wealth Advisors
New York
ACI
703
Alpha Cubed Investments
California
SC
704
Soundwatch Capital
Connecticut
RWIA
705
Roger Wittlin Investment Advisory
California
GS
706
GWN Securities
Florida
CGA
707
Crescent Grove Advisors
Illinois
NP
708
NorthRock Partners
Minnesota
CCM
709
Condor Capital Management
New Jersey
D.E. Shaw & Co
710
D.E. Shaw & Co
New York
BAM
711
BOS Asset Management
Illinois
BRWA
712
B. Riley Wealth Advisors
Florida
BMM
713
Berkshire Money Management
Massachusetts
MAWAG
714
Mid-American Wealth Advisory Group
Missouri
CIA
715
Cape Investment Advisory
Georgia
BA
716
Bristlecone Advisors
Washington
GWANC
717
Guardian Wealth Advisors (North Carolina)
North Carolina
BCMLT
718
Beacon Capital Management LLC (Tennessee)
Tennessee
TIM
719
Total Investment Management
Arizona
WWM
720
Wolff Wiese Magana
California
AAP
721
Arax Advisory Partners
Colorado
FLFS
722
Family Legacy Financial Solutions
North Carolina
BF
723
BOK Financial
Oklahoma
BL
724
BFSG LLC
California