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Schwab Fundamental US Large Company Index ETF

681 hedge funds and large institutions have $16.4B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 259 increasing their positions, 218 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
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
AIM
101
Alhambra Investment Management
Florida
$10.7M
AT
102
American Trust
Kentucky
$10.6M
PAS
103
Park Avenue Securities
New York
$10.2M
LFA
104
Legend Financial Advisors
Pennsylvania
$10.1M
AFA
105
Arlington Financial Advisors
California
$9.92M
HWP
106
Highline Wealth Partners
California
$9.9M
LTL
107
Lowery Thomas LLC
California
$9.78M
PCM
108
Pennsylvania Capital Management
Pennsylvania
$9.75M
Jones Financial Companies
109
Jones Financial Companies
Missouri
$9.44M
MML Investors Services
110
MML Investors Services
Massachusetts
$9.36M
KAS
111
Kestra Advisory Services
Texas
$9.35M
BGAI
112
Bruce G. Allen Investments
Colorado
$9.31M
MFG
113
Merit Financial Group
Georgia
$9.14M
LAM
114
Lakewood Asset Management
Illinois
$8.95M
MIA
115
Milestone Investment Advisors
Wisconsin
$8.79M
QWM
116
Quadcap Wealth Management
Texas
$8.77M
AG
117
AlTi Global
New York
$8.76M
QCM
118
Quantinno Capital Management
New York
$8.17M
RF
119
RHS Financial
California
$8.16M
WSFS
120
Wilmington Savings Fund Society
Delaware
$7.88M
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$7.79M
GFP
122
Guardian Financial Partners
California
$7.73M
DC
123
Darrow Company
Massachusetts
$7.54M
LIM
124
Leavell Investment Management
Alabama
$7.42M
CFO
125
Collective Family Office
Pennsylvania
$7.33M