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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
DSA
151
Droms Strauss Advisors
Missouri
$4.93M
EWP
152
Equity Wealth Partners
Missouri
$4.92M
AWM
153
AE Wealth Management
Kansas
$4.85M
CAM
154
Cidel Asset Management
Ontario, Canada
$4.77M
SHF
155
Stage Harbor Financial
Massachusetts
$4.74M
BWM
156
BCS Wealth Management
Tennessee
$4.69M
WMWM
157
Wilkins Miller Wealth Management
Alabama
$4.57M
SWM
158
Shakespeare Wealth Management
Wisconsin
$4.54M
AF
159
Allworth Financial
California
$4.51M
TFS
160
Thoroughbred Financial Services
Tennessee
$4.5M
QCM
161
QRG Capital Management
Illinois
$4.48M
EH
162
Equitable Holdings
New York
$4.45M
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$4.39M
BCA
164
Bay Colony Advisors
Massachusetts
$4.32M
FFO
165
Fortitude Family Office
Arizona
$4.31M
IC
166
IEQ Capital
California
$4.28M
GRP
167
Global Retirement Partners
California
$4.17M
Lido Advisors
168
Lido Advisors
California
$4.05M
SFA
169
Sequoia Financial Advisors
Ohio
$3.93M
FFWA
170
FRG Family Wealth Advisors
Washington
$3.88M
FFN
171
Focus Financial Network
Minnesota
$3.78M
TWP
172
Tempus Wealth Planning
California
$3.76M
FC
173
FCA Corp
Texas
$3.7M
JP Morgan Chase
174
JP Morgan Chase
New York
$3.65M
Renaissance Technologies
175
Renaissance Technologies
New York
$3.65M