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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
DSA
151
Droms Strauss Advisors
Missouri
$4.93M -$70K -2,756 -1%
EWP
152
Equity Wealth Partners
Missouri
$4.92M +$4.75M +186,953 New
AWM
153
AE Wealth Management
Kansas
$4.85M +$409K +16,127 +10%
CAM
154
Cidel Asset Management
Ontario, Canada
$4.77M -$1.26M -49,456 -21%
SHF
155
Stage Harbor Financial
Massachusetts
$4.74M -$6.88K -271 -0.2%
BWM
156
BCS Wealth Management
Tennessee
$4.69M +$822K +32,377 +22%
WMWM
157
Wilkins Miller Wealth Management
Alabama
$4.57M -$11.8K -463 -0.3%
SWM
158
Shakespeare Wealth Management
Wisconsin
$4.54M -$135K -5,313 -3%
AF
159
Allworth Financial
California
$4.51M -$48.6K -1,913 -1%
TFS
160
Thoroughbred Financial Services
Tennessee
$4.5M -$151K -5,942 -3%
QCM
161
QRG Capital Management
Illinois
$4.48M +$3.57M +140,525 +470%
EH
162
Equitable Holdings
New York
$4.45M -$138K -5,441 -3%
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$4.39M +$3.81M +149,938 +880%
BCA
164
Bay Colony Advisors
Massachusetts
$4.32M +$120K +4,714 +3%
FFO
165
Fortitude Family Office
Arizona
$4.31M -$155K -6,109 -4%
IC
166
IEQ Capital
California
$4.28M +$776K +30,577 +23%
GRP
167
Global Retirement Partners
California
$4.17M -$491K -19,324 -11%
Lido Advisors
168
Lido Advisors
California
$4.05M +$393K +15,464 +11%
SFA
169
Sequoia Financial Advisors
Ohio
$3.93M +$499K +19,641 +15%
FFWA
170
FRG Family Wealth Advisors
Washington
$3.88M +$83.8K +3,300 +2%
FFN
171
Focus Financial Network
Minnesota
$3.78M +$20.4K +802 +0.6%
TWP
172
Tempus Wealth Planning
California
$3.76M +$277K +10,906 +8%
FC
173
FCA Corp
Texas
$3.7M -$36.4K -1,433 -1%
JP Morgan Chase
174
JP Morgan Chase
New York
$3.65M +$97.3K +3,833 +3%
Renaissance Technologies
175
Renaissance Technologies
New York
$3.65M +$2.06M +81,000 +140%