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Schwab Fundamental US Large Company Index ETF

687 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 75 funds opening new positions, 261 increasing their positions, 219 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
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
IA
128
Integrity Alliance
Iowa
$6.99M
JAG
129
Journey Advisory Group
Kentucky
$6.89M
RTL
130
Red Tortoise LLC
Georgia
$6.79M
PJSIMP
131
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.5M
VP
132
Verum Partners
North Carolina
$6.4M
PC
133
Payne Capital
Oregon
$6.35M
WWA
134
Wingate Wealth Advisors
Massachusetts
$6.32M
BAWC
135
Boyce & Associates Wealth Consulting
Texas
$5.92M
AQR Capital Management
136
AQR Capital Management
Connecticut
$5.89M
AC
137
Avant Capital
Louisiana
$5.86M
CCP
138
Clarkston Capital Partners
Michigan
$5.69M
WANY
139
Wealthspire Advisors (New York)
New York
$5.35M
EWA
140
EQ Wealth Advisors
Texas
$5.33M
MPW
141
Magnolia Private Wealth
Pennsylvania
$5.29M
SF
142
Synovus Financial
Georgia
$5.28M
BEAM
143
Baker Ellis Asset Management
Washington
$5.25M
BFA
144
Blueprint Financial Advisors
North Carolina
$5.12M
BIP
145
Blueprint Investment Partners
North Carolina
$5.12M
KWM
146
Kingsview Wealth Management
Oregon
$5.03M
CFO
147
CVA Family Office
Colorado
$4.97M
EWA
148
Exencial Wealth Advisors
Oklahoma
$4.96M
AWE
149
Avidian Wealth Enterprises
Texas
$4.93M
DSA
150
Droms Strauss Advisors
Missouri
$4.93M