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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
EWP
151
Equity Wealth Partners
Missouri
$4.92M
AWM
152
AE Wealth Management
Kansas
$4.85M
CAM
153
Cidel Asset Management
Ontario, Canada
$4.77M
SHF
154
Stage Harbor Financial
Massachusetts
$4.74M
BWM
155
BCS Wealth Management
Tennessee
$4.69M
WMWM
156
Wilkins Miller Wealth Management
Alabama
$4.57M
SWM
157
Shakespeare Wealth Management
Wisconsin
$4.54M
AF
158
Allworth Financial
California
$4.51M
TFS
159
Thoroughbred Financial Services
Tennessee
$4.5M
QCM
160
QRG Capital Management
Illinois
$4.48M
EH
161
Equitable Holdings
New York
$4.45M
Qube Research & Technologies (QRT)
162
Qube Research & Technologies (QRT)
United Kingdom
$4.39M
BCA
163
Bay Colony Advisors
Massachusetts
$4.32M
FFO
164
Fortitude Family Office
Arizona
$4.31M
IC
165
IEQ Capital
California
$4.28M
GRP
166
Global Retirement Partners
California
$4.17M
Lido Advisors
167
Lido Advisors
California
$4.05M
SFA
168
Sequoia Financial Advisors
Ohio
$3.93M
FFWA
169
FRG Family Wealth Advisors
Washington
$3.88M
FFN
170
Focus Financial Network
Minnesota
$3.78M
TWP
171
Tempus Wealth Planning
California
$3.76M
FC
172
FCA Corp
Texas
$3.7M
JP Morgan Chase
173
JP Morgan Chase
New York
$3.65M
Renaissance Technologies
174
Renaissance Technologies
New York
$3.65M
CWA
175
Clearview Wealth Advisors
Oregon
$3.61M