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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
RFA
126
Rollins Financial Advisors
New York
$7.31M -$144K -5,688 -2%
FM
127
Foster & Motley
Ohio
$7.28M +$279K +10,971 +4%
NRI
128
NFP Retirement Inc
California
$7.13M +$5.56M +219,138 +422%
IA
129
Integrity Alliance
Iowa
$6.99M +$44.8K +1,766 +0.7%
JAG
130
Journey Advisory Group
Kentucky
$6.89M +$22.5K +885 +0.3%
RTL
131
Red Tortoise LLC
Georgia
$6.79M +$277K +10,908 +4%
PJSIMP
132
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.5M -$511K -20,126 -8%
VP
133
Verum Partners
North Carolina
$6.4M -$265K -10,427 -4%
PC
134
Payne Capital
Oregon
$6.35M +$6.13M +241,590 New
WWA
135
Wingate Wealth Advisors
Massachusetts
$6.32M +$777K +30,586 +15%
BAWC
136
Boyce & Associates Wealth Consulting
Texas
$5.92M +$1.1M +43,207 +24%
AQR Capital Management
137
AQR Capital Management
Connecticut
$5.89M +$3.03M +119,475 +114%
AC
138
Avant Capital
Louisiana
$5.86M +$38.1K +1,499 +0.7%
CCP
139
Clarkston Capital Partners
Michigan
$5.69M +$5.5M +216,509 New
WANY
140
Wealthspire Advisors (New York)
New York
$5.35M +$2.74M +107,802 +113%
EWA
141
EQ Wealth Advisors
Texas
$5.33M -$22.2K -875 -0.4%
MPW
142
Magnolia Private Wealth
Pennsylvania
$5.29M -$575K -22,636 -10%
SF
143
Synovus Financial
Georgia
$5.28M +$273K +10,736 +6%
BEAM
144
Baker Ellis Asset Management
Washington
$5.25M +$64.9K +2,558 +1%
BFA
145
Blueprint Financial Advisors
North Carolina
$5.12M +$37.3K +1,468 +0.8%
BIP
146
Blueprint Investment Partners
North Carolina
$5.12M +$1.09M +43,090 +28%
KWM
147
Kingsview Wealth Management
Oregon
$5.03M -$2.49M -97,967 -34%
CFO
148
CVA Family Office
Colorado
$4.97M +$559 +22 +0%
EWA
149
Exencial Wealth Advisors
Oklahoma
$4.96M -$25.7K -1,012 -0.5%
AWE
150
Avidian Wealth Enterprises
Texas
$4.93M +$26.1K +1,027 +0.6%