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