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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
STFP
201
Signal Tree Financial Partners
Ohio
$2.59M
CCAM
202
Cascades Capital Asset Management
North Carolina
$2.57M
AA
203
Aufman Associates
Pennsylvania
$2.56M
IA
204
IFP Advisors
Florida
$2.49M
PA
205
PFG Advisors
Arizona
$2.48M
AWM
206
Aberdeen Wealth Management
Illinois
$2.46M
ASN
207
Advisory Services Network
Georgia
$2.45M
FNC
208
First National Corp
Massachusetts
$2.45M
VFA
209
Valeo Financial Advisors
Indiana
$2.43M
PG
210
Prostatis Group
Maryland
$2.42M
APW
211
Austin Private Wealth
Texas
$2.41M
JBA
212
Johnson Bixby & Associates
Washington
$2.36M
BlackRock
213
BlackRock
New York
$2.34M
IWC
214
Integrated Wealth Concepts
Massachusetts
$2.3M
WIP
215
WealthCare Investment Partners
Rhode Island
$2.29M
RWM
216
Riverchase Wealth Management
Texas
$2.26M
BBHC
217
Brown Brothers Harriman & Co
New York
$2.24M
BC
218
Bulwark Capital
Florida
$2.22M
RWRC
219
R.W. Roge & Company
New York
$2.15M
NA
220
NewEdge Advisors
Louisiana
$2.13M
Truist Financial
221
Truist Financial
North Carolina
$2.12M
PWM
222
Prosperity Wealth Management
California
$2.12M
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$2.11M
WP
224
Westmount Partners
California
$2.11M
Bank of New York Mellon
225
Bank of New York Mellon
New York
$2.1M