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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
BCWM
51
Bartlett & Co Wealth Management
Ohio
$25M +$250K +9,843 +1%
SFS
52
Solitude Financial Services
Virginia
$24.7M -$500K -19,704 -2%
MWP
53
Moller Wealth Partners
$24.7M +$1.65M +64,831 +7%
Corient Private Wealth
54
Corient Private Wealth
Florida
$23.7M -$200K -7,870 -0.9%
FSG
55
Financial Strategies Group
Michigan
$23.3M +$490K +19,288 +2%
HTC
56
Haverford Trust Company
Pennsylvania
$23M -$2.78M -109,545 -11%
RCM
57
Richardson Capital Management
Wisconsin
$22.9M +$22.1M +871,891 +409,338%
CPC
58
Consolidated Planning Corp
Georgia
$22.2M +$464K +18,285 +2%
DC
59
Davenport & Co
Virginia
$21.7M +$11.5M +453,764 +122%
CAC
60
Certified Advisory Corp
Florida
$21.3M +$380K +14,961 +2%
TCM
61
TruNorth Capital Management
Michigan
$21.1M +$993K +39,117 +5%
FCM
62
Firestone Capital Management
Florida
$20.1M +$47.6K +1,874 +0.2%
YAL
63
Your Advocates Ltd
Texas
$20M +$11.7K +462 +0.1%
WTA
64
Washington Trust Advisors
Massachusetts
$19.9M -$553K -21,782 -3%
EWP
65
Elevation Wealth Partners
California
$19.6M +$331K +13,054 +2%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$19.2M -$593K -23,345 -3%
UFAC
67
Urban Financial Advisory Corp
Illinois
$18.5M +$2.79M +110,028 +19%
PS
68
Principal Securities
Iowa
$17.9M -$259K -10,209 -1%
CWM
69
Cabot Wealth Management
Massachusetts
$17.4M +$147K +5,791 +0.9%
BWA
70
Burt Wealth Advisors
Maryland
$17.1M -$87.5K -3,448 -0.5%
CFA
71
Cahill Financial Advisors
Minnesota
$16.9M -$357K -14,058 -2%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$16.8M +$3.38M +133,064 +27%
USCWA
73
U.S. Capital Wealth Advisors
Texas
$16.4M -$369K -14,517 -2%
EF
74
Envision Financial
Wisconsin
$16.1M +$399K +15,709 +3%
SIP
75
Sellwood Investment Partners
Oregon
$15.7M -$492K -19,388 -3%