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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
CWA
176
Clearview Wealth Advisors
Oregon
$3.61M
SC
177
Savant Capital
Illinois
$3.59M
CPA
178
Cathy Pareto & Associates
Florida
$3.45M
CA
179
Cambridge Advisors
Nebraska
$3.43M
CL
180
COWA LLC
Oklahoma
$3.43M
LPAM
181
Lodestar Private Asset Management
California
$3.34M
NG
182
Novem Group
New York
$3.34M
RBWA
183
RFG - Bristol Wealth Advisors
Massachusetts
$3.23M
Wells Fargo
184
Wells Fargo
California
$3.22M
P
185
&Partners
Tennessee
$3.18M
MWM
186
Meridian Wealth Management
Kentucky
$3.15M
SAI
187
Savvy Advisors Inc
New York
$3.13M
BCG
188
Breakwater Capital Group
New Jersey
$3.11M
MSFS
189
Main Street Financial Solutions
Pennsylvania
$3.09M
REMPR
190
Roof Eidam Maycock Peralta (REMP)
California
$3.06M
PFS
191
Prospera Financial Services
Texas
$3.02M
EWM
192
Empirical Wealth Management
Washington
$3M
WF
193
Warner Financial
Maryland
$2.99M
BCI
194
Brinker Capital Investments
Pennsylvania
$2.97M
BPA
195
Beacon Pointe Advisors
California
$2.96M
WA
196
Wealthstar Advisors
Texas
$2.95M
PWM
197
Perigon Wealth Management
California
$2.9M
SL
198
Systelligence LLC
Minnesota
$2.88M
NCM
199
Next Capital Management
New York
$2.77M
WCM
200
Whitener Capital Management
North Carolina
$2.65M