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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
Raymond James Financial
76
Raymond James Financial
Florida
$15.6M +$1.11M +43,826 +8%
WPIC
77
White Pine Investment Company
Michigan
$15.5M +$35.1K +1,382 +0.2%
SWA
78
Strata Wealth Advisors
Texas
$15M -$2.05M -80,818 -12%
TWM
79
Tradition Wealth Management
Minnesota
$14.9M +$28.6K +1,126 +0.2%
NCM
80
Northland Capital Management
Minnesota
$14.6M +$1.78M +69,913 +14%
WFL
81
Wealth Forward LLC
North Dakota
$14.4M +$1.41M +55,539 +11%
ACS
82
Archford Capital Strategies
Illinois
$14.2M +$7.48M +294,430 +119%
Cerity Partners
83
Cerity Partners
New York
$14.2M -$470K -18,497 -3%
PPW
84
Pasadena Private Wealth
California
$14.1M -$3.35M -131,843 -20%
OIA
85
OneDigital Investment Advisors
Kansas
$14M -$324K -12,762 -2%
AAS
86
Asset Allocation Strategies
Michigan
$13.8M +$1.22M +48,209 +10%
OWM
87
Opes Wealth Management
California
$12.6M -$20.1K -793 -0.2%
IIC
88
Ironwood Investment Counsel
Arizona
$12.5M +$595K +23,454 +5%
GAM
89
Gotham Asset Management
New York
$12.2M +$211K +8,319 +2%
MCM
90
MAI Capital Management
Ohio
$12M +$1.83M +72,007 +19%
AFS
91
Access Financial Services
Minnesota
$11.9M -$408K -16,055 -3%
PGFC
92
Peapack-Gladstone Financial Corp
New Jersey
$11.4M +$619K +24,396 +6%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$11.2M +$282K +11,097 +3%
SFP
94
Sterling Financial Planning
New Jersey
$11.2M -$257K -10,124 -2%
CPCP
95
Cedar Point Capital Partners
Iowa
$11.1M +$148K +5,833 +1%
AWA
96
Arete Wealth Advisors
Illinois
$11M -$741K -29,195 -7%
NMCM
97
Nicholson Meyer Capital Management
Missouri
$10.9M -$56.1K -2,208 -0.5%
NHC
98
Nicholas Hoffman & Company
Georgia
$10.9M +$251K +9,880 +2%
CCA
99
Cobblestone Capital Advisors
New York
$10.8M -$154K -6,048 -1%
PCA
100
Pallas Capital Advisors
Massachusetts
$10.8M -$4.88K -192 -0%