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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
Charles Schwab
1
Charles Schwab
California
$10.8B +$177M +6,955,527 +2%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$448M +$18.2M +718,789 +4%
BFA
3
Boulay Financial Advisors
Minnesota
$231M +$6.18M +243,340 +3%
ML
4
McAdam LLC
Pennsylvania
$230M +$12.3M +482,945 +6%
SEIA
5
Signature Estate & Investment Advisors
California
$207M +$1.41M +55,429 +0.7%
Ameriprise
6
Ameriprise
Minnesota
$192M -$20.4M -803,830 -10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$162M -$5.78M -227,572 -4%
SCM
8
Steele Capital Management
Iowa
$159M -$248K -9,776 -0.2%
NB
9
Northwest Bancshares
Pennsylvania
$153M -$198K -7,794 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$129M +$4.51M +177,472 +4%
GWS
11
Glassman Wealth Services
Virginia
$123M +$1.15M +45,211 +1%
LPL Financial
12
LPL Financial
California
$120M +$25.5M +1,005,035 +28%
AC
13
AlphaCore Capital
California
$94.6M +$5.08M +200,122 +6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$93M +$2.53M +99,713 +3%
QCG
15
Quadrant Capital Group
Ohio
$82.7M -$91.8K -3,615 -0.1%
Bank of America
16
Bank of America
North Carolina
$81.2M +$3.4M +134,013 +5%
CST
17
Charles Schwab Trust
Nevada
$80.3M +$4.71M +185,465 +6%
CCMG
18
Clark Capital Management Group
Pennsylvania
$73.1M -$4.37M -172,102 -6%
GAM
19
Gemmer Asset Management
California
$69.9M +$1M +39,561 +2%
UBS Group
20
UBS Group
Switzerland
$66.9M -$1.28M -50,539 -2%
LF
21
Lee Financial
Texas
$62.6M -$788K -31,036 -1%
RWM
22
Reston Wealth Management
Virginia
$61.7M +$1.44M +56,618 +2%
KLI
23
Kelman-Lazarov Inc
Tennessee
$61.7M +$292K +11,519 +0.5%
Osaic Holdings
24
Osaic Holdings
Arizona
$59.8M +$10.5M +413,015 +22%
BIA
25
Bell Investment Advisors
California
$54.3M -$1.72M -67,599 -3%