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Schwab Fundamental US Large Company Index ETF

690 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, 221 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
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
RFA
126
Rollins Financial Advisors
New York
$7.31M
FM
127
Foster & Motley
Ohio
$7.28M
NRI
128
NFP Retirement Inc
California
$7.13M
IA
129
Integrity Alliance
Iowa
$6.99M
JAG
130
Journey Advisory Group
Kentucky
$6.89M
RTL
131
Red Tortoise LLC
Georgia
$6.79M
PJSIMP
132
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.5M
VP
133
Verum Partners
North Carolina
$6.4M
PC
134
Payne Capital
Oregon
$6.35M
WWA
135
Wingate Wealth Advisors
Massachusetts
$6.32M
BAWC
136
Boyce & Associates Wealth Consulting
Texas
$5.92M
AQR Capital Management
137
AQR Capital Management
Connecticut
$5.89M
AC
138
Avant Capital
Louisiana
$5.86M
CCP
139
Clarkston Capital Partners
Michigan
$5.69M
WANY
140
Wealthspire Advisors (New York)
New York
$5.35M
EWA
141
EQ Wealth Advisors
Texas
$5.33M
MPW
142
Magnolia Private Wealth
Pennsylvania
$5.29M
SF
143
Synovus Financial
Georgia
$5.28M
BEAM
144
Baker Ellis Asset Management
Washington
$5.25M
BFA
145
Blueprint Financial Advisors
North Carolina
$5.12M
BIP
146
Blueprint Investment Partners
North Carolina
$5.12M
KWM
147
Kingsview Wealth Management
Oregon
$5.03M
CFO
148
CVA Family Office
Colorado
$4.97M
EWA
149
Exencial Wealth Advisors
Oklahoma
$4.96M
AWE
150
Avidian Wealth Enterprises
Texas
$4.93M