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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
CA
201
Capital Advantage
California
$2.65M +$394K +15,528 +18%
STFP
202
Signal Tree Financial Partners
Ohio
$2.59M
CCAM
203
Cascades Capital Asset Management
North Carolina
$2.57M +$170K +6,684 +7%
AA
204
Aufman Associates
Pennsylvania
$2.56M -$1.37K -54 -0.1%
IA
205
IFP Advisors
Florida
$2.49M +$158K +6,234 +7%
PA
206
PFG Advisors
Arizona
$2.48M +$2.39M +94,130 New
AWM
207
Aberdeen Wealth Management
Illinois
$2.46M +$66K +2,600 +3%
ASN
208
Advisory Services Network
Georgia
$2.45M +$78.4K +3,087 +3%
FNC
209
First National Corp
Massachusetts
$2.45M -$73.5K -2,895 -3%
VFA
210
Valeo Financial Advisors
Indiana
$2.43M +$158K +6,238 +7%
PG
211
Prostatis Group
Maryland
$2.42M +$591K +23,277 +34%
APW
212
Austin Private Wealth
Texas
$2.41M -$5.81K -229 -0.2%
JBA
213
Johnson Bixby & Associates
Washington
$2.36M -$14K -552 -0.6%
BlackRock
214
BlackRock
New York
$2.34M +$243K +9,565 +12%
IWC
215
Integrated Wealth Concepts
Massachusetts
$2.3M -$121K -4,762 -5%
WIP
216
WealthCare Investment Partners
Rhode Island
$2.29M -$495K -19,503 -18%
RWM
217
Riverchase Wealth Management
Texas
$2.26M
BBHC
218
Brown Brothers Harriman & Co
New York
$2.24M +$411K +16,200 +23%
KPP
219
Kings Path Partners
Texas
$2.24M -$24.3K -959 -1%
BC
220
Bulwark Capital
Florida
$2.22M -$584K -22,998 -21%
RWRC
221
R.W. Roge & Company
New York
$2.15M -$12.7K -501 -0.6%
NA
222
NewEdge Advisors
Louisiana
$2.13M +$24K +946 +1%
Truist Financial
223
Truist Financial
North Carolina
$2.12M +$67.8K +2,672 +3%
PWM
224
Prosperity Wealth Management
California
$2.12M +$765K +30,134 +60%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$2.11M +$137K +5,381 +7%