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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
CWA
176
Clearview Wealth Advisors
Oregon
$3.61M +$180K +7,073 +5%
CPA
177
Cathy Pareto & Associates
Florida
$3.45M +$20.7K +817 +0.6%
SC
178
Savant Capital
Illinois
$3.43M +$325K +12,786 +11%
CA
179
Cambridge Advisors
Nebraska
$3.43M -$2.87K -113 -0.1%
CL
180
COWA LLC
Oklahoma
$3.43M -$2.25M -88,790 -41%
LPAM
181
Lodestar Private Asset Management
California
$3.34M +$75.2K +2,963 +2%
NG
182
Novem Group
New York
$3.34M +$350K +13,802 +12%
RBWA
183
RFG - Bristol Wealth Advisors
Massachusetts
$3.23M +$22.5K +885 +0.7%
Wells Fargo
184
Wells Fargo
California
$3.22M -$287K -11,291 -8%
P
185
&Partners
Tennessee
$3.18M -$971K -38,241 -24%
MWM
186
Meridian Wealth Management
Kentucky
$3.15M -$42K -1,654 -1%
SAI
187
Savvy Advisors Inc
New York
$3.13M -$135K -5,329 -4%
BCG
188
Breakwater Capital Group
New Jersey
$3.11M +$944K +37,166 +46%
MSFS
189
Main Street Financial Solutions
Pennsylvania
$3.09M -$1.2M -47,426 -29%
REMPR
190
Roof Eidam Maycock Peralta (REMP)
California
$3.06M +$205K +8,092 +7%
PFS
191
Prospera Financial Services
Texas
$3.02M +$14.4K +566 +0.5%
EWM
192
Empirical Wealth Management
Washington
$3M +$164K +6,442 +6%
WF
193
Warner Financial
Maryland
$2.99M +$13.9K +546 +0.5%
BCI
194
Brinker Capital Investments
Pennsylvania
$2.97M -$143K -5,626 -5%
BPA
195
Beacon Pointe Advisors
California
$2.96M +$737K +29,011 +35%
WA
196
Wealthstar Advisors
Texas
$2.95M +$62K +2,441 +2%
PWM
197
Perigon Wealth Management
California
$2.9M +$47.6K +1,875 +2%
SL
198
Systelligence LLC
Minnesota
$2.88M -$1.83M -72,134 -40%
NCM
199
Next Capital Management
New York
$2.77M +$508K +20,010 +23%
WCM
200
Whitener Capital Management
North Carolina
$2.65M -$33.9K -1,336 -1%