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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
AIM
101
Alhambra Investment Management
Florida
$10.7M -$43.8K -1,726 -0.4%
AT
102
American Trust
Kentucky
$10.6M -$1.98M -78,168 -16%
PAS
103
Park Avenue Securities
New York
$10.2M +$927K +36,522 +10%
LFA
104
Legend Financial Advisors
Pennsylvania
$10.1M -$4.11K -162 -0%
AFA
105
Arlington Financial Advisors
California
$9.92M -$14.1K -555 -0.1%
HWP
106
Highline Wealth Partners
California
$9.9M +$334K +13,164 +4%
LTL
107
Lowery Thomas LLC
California
$9.78M +$523K +20,596 +6%
PCM
108
Pennsylvania Capital Management
Pennsylvania
$9.75M +$362K +14,265 +4%
Jones Financial Companies
109
Jones Financial Companies
Missouri
$9.44M +$1.08M +42,621 +13%
MML Investors Services
110
MML Investors Services
Massachusetts
$9.36M -$1.19M -46,792 -12%
KAS
111
Kestra Advisory Services
Texas
$9.35M +$302K +11,901 +3%
BGAI
112
Bruce G. Allen Investments
Colorado
$9.31M +$57.3K +2,255 +0.6%
MFG
113
Merit Financial Group
Georgia
$9.14M -$657K -25,862 -7%
LAM
114
Lakewood Asset Management
Illinois
$8.95M +$129K +5,094 +2%
MIA
115
Milestone Investment Advisors
Wisconsin
$8.79M +$53K +2,088 +0.6%
QWM
116
Quadcap Wealth Management
Texas
$8.77M -$1.14M -44,885 -12%
AG
117
AlTi Global
New York
$8.76M +$20.2K +796 +0.2%
QCM
118
Quantinno Capital Management
New York
$8.17M +$2.92M +115,018 +59%
RF
119
RHS Financial
California
$8.16M -$448K -17,662 -5%
WSFS
120
Wilmington Savings Fund Society
Delaware
$7.88M +$38.1K +1,499 +0.5%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$7.79M +$382K +15,047 +5%
GFP
122
Guardian Financial Partners
California
$7.73M +$68.3K +2,691 +0.9%
DC
123
Darrow Company
Massachusetts
$7.54M +$760K +29,950 +12%
LIM
124
Leavell Investment Management
Alabama
$7.42M -$158K -6,210 -2%
CFO
125
Collective Family Office
Pennsylvania
$7.33M +$142K +5,578 +2%