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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
MA
251
Mezzasalma Advisors
New Jersey
$2M
BWM
252
Briggs Wealth Management
Connecticut
$1.99M
PWPS
253
Pinnacle Wealth Planning Services
Ohio
$1.91M
AV
254
Aspiring Ventures
Ohio
$1.89M
FHA
255
Flagship Harbor Advisors
Massachusetts
$1.88M
KFP
256
KMG Fiduciary Partners
Ohio
$1.88M
HAP
257
Harbor Asset Planning
Massachusetts
$1.84M
AWM
258
Angeles Wealth Management
California
$1.84M
AOWM
259
Alpha Omega Wealth Management
Virginia
$1.82M
MWA
260
Midland Wealth Advisors
Illinois
$1.82M
BC
261
Bulwark Capital
Florida
$1.8M
BPC
262
Bearing Point Capital
Minnesota
$1.79M
Vanguard Group
263
Vanguard Group
Pennsylvania
$1.78M
FSWA
264
Financial Synergies Wealth Advisors
Texas
$1.78M
HG
265
Harbor Group
New Hampshire
$1.77M
CIC
266
Carnegie Investment Counsel
Ohio
$1.75M
YWM
267
Yoder Wealth Management
California
$1.75M
WA
268
Whipplewood Advisors
Colorado
$1.71M
FPAS
269
Focus Partners Advisor Solutions
Missouri
$1.7M
MA
270
McGrath & Associates
North Carolina
$1.66M
MAM
271
Madison Asset Management
Wisconsin
$1.65M
SA
272
Sanctuary Advisors
Indiana
$1.64M
MWM
273
Modern Wealth Management
Kansas
$1.64M
HIM
274
Harbour Investment Management
Washington
$1.62M
Stifel Financial
275
Stifel Financial
Missouri
$1.61M