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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
CA
201
Capital Advantage
California
$2.65M
STFP
202
Signal Tree Financial Partners
Ohio
$2.59M
CCAM
203
Cascades Capital Asset Management
North Carolina
$2.57M
AA
204
Aufman Associates
Pennsylvania
$2.56M
IA
205
IFP Advisors
Florida
$2.49M
PA
206
PFG Advisors
Arizona
$2.48M
AWM
207
Aberdeen Wealth Management
Illinois
$2.46M
ASN
208
Advisory Services Network
Georgia
$2.45M
FNC
209
First National Corp
Massachusetts
$2.45M
VFA
210
Valeo Financial Advisors
Indiana
$2.43M
PG
211
Prostatis Group
Maryland
$2.42M
APW
212
Austin Private Wealth
Texas
$2.41M
JBA
213
Johnson Bixby & Associates
Washington
$2.36M
BlackRock
214
BlackRock
New York
$2.34M
IWC
215
Integrated Wealth Concepts
Massachusetts
$2.3M
WIP
216
WealthCare Investment Partners
Rhode Island
$2.29M
RWM
217
Riverchase Wealth Management
Texas
$2.26M
BBHC
218
Brown Brothers Harriman & Co
New York
$2.24M
BC
219
Bulwark Capital
Florida
$2.22M
RWRC
220
R.W. Roge & Company
New York
$2.15M
NA
221
NewEdge Advisors
Louisiana
$2.13M
Truist Financial
222
Truist Financial
North Carolina
$2.12M
PWM
223
Prosperity Wealth Management
California
$2.12M
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$2.11M
WP
225
Westmount Partners
California
$2.11M