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Schwab Fundamental US Large Company Index ETF

730 hedge funds and large institutions have $17.9B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 309 increasing their positions, 175 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
SWMG
226
Stillwater Wealth Management Group
Florida
$2.69M
STFP
227
Signal Tree Financial Partners
Ohio
$2.67M
AWE
228
Avidian Wealth Enterprises
Texas
$2.59M
ASN
229
Advisory Services Network
Georgia
$2.59M
Truist Financial
230
Truist Financial
North Carolina
$2.54M
PA
231
PFG Advisors
Arizona
$2.49M
APW
232
Austin Private Wealth
Texas
$2.48M
JBA
233
Johnson Bixby & Associates
Washington
$2.47M
BBHC
234
Brown Brothers Harriman & Co
New York
$2.42M
NA
235
NewEdge Advisors
Louisiana
$2.4M
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
$2.39M
MPW
237
MASECO Private Wealth
$2.36M
RWM
238
Riverchase Wealth Management
Texas
$2.34M
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$2.3M
AAG
240
Asset Advisory Group
New Jersey
$2.2M
RWRC
241
R.W. Roge & Company
New York
$2.2M
WP
242
Westmount Partners
California
$2.17M
WEG
243
World Equity Group
Illinois
$2.13M
AWA
244
Arete Wealth Advisors
Illinois
$2.13M
VFA
245
Valeo Financial Advisors
Indiana
$2.12M
WIP
246
WealthCare Investment Partners
Rhode Island
$2.12M
CAG
247
Csenge Advisory Group
Florida
$2.08M
Bank of Montreal
248
Bank of Montreal
Ontario, Canada
$2.05M
SPWM
249
Schrum Private Wealth Management
Florida
$2.04M
MA
250
Mezzasalma Advisors
New Jersey
$2M