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Schwab Fundamental US Large Company Index ETF

736 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 104 funds opening new positions, 311 increasing their positions, 176 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
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
WANY
226
Wealthspire Advisors (New York)
New York
$2.72M
SWMG
227
Stillwater Wealth Management Group
Florida
$2.69M
STFP
228
Signal Tree Financial Partners
Ohio
$2.67M
AWE
229
Avidian Wealth Enterprises
Texas
$2.59M
ASN
230
Advisory Services Network
Georgia
$2.59M
Truist Financial
231
Truist Financial
North Carolina
$2.54M
PA
232
PFG Advisors
Arizona
$2.49M
APW
233
Austin Private Wealth
Texas
$2.48M
JBA
234
Johnson Bixby & Associates
Washington
$2.47M
BBHC
235
Brown Brothers Harriman & Co
New York
$2.42M
NA
236
NewEdge Advisors
Louisiana
$2.4M
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
$2.39M
MPW
238
MASECO Private Wealth
$2.36M
RWM
239
Riverchase Wealth Management
Texas
$2.34M
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$2.3M
AAG
241
Asset Advisory Group
New Jersey
$2.2M
RWRC
242
R.W. Roge & Company
New York
$2.2M
WP
243
Westmount Partners
California
$2.17M
WEG
244
World Equity Group
Illinois
$2.13M
AWA
245
Arete Wealth Advisors
Illinois
$2.13M
VFA
246
Valeo Financial Advisors
Indiana
$2.12M
WIP
247
WealthCare Investment Partners
Rhode Island
$2.12M
CAG
248
Csenge Advisory Group
Florida
$2.08M
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$2.05M
SPWM
250
Schrum Private Wealth Management
Florida
$2.04M