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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
LIA
276
LBMC Investment Advisors
Tennessee
$1.6M
NJIM
277
Nabity-Jensen Investment Management
Nebraska
$1.6M
IWM
278
IHT Wealth Management
Illinois
$1.55M
CPP
279
Capasso Planning Partners
South Carolina
$1.54M
BAMG
280
Brand Asset Management Group
Missouri
$1.53M
CPIG
281
Chicago Partners Investment Group
Illinois
$1.53M
DAM
282
Directional Asset Management
Illinois
$1.53M
SIC
283
Salem Investment Counselors
North Carolina
$1.51M
MCM
284
MidAtlantic Capital Management
Virginia
$1.51M
KWA
285
Kingswood Wealth Advisors
California
$1.48M
AA
286
Addison Advisors
Vermont
$1.47M
JCM
287
Jacobi Capital Management
Pennsylvania
$1.46M
AC
288
Avestar Capital
New York
$1.43M
WA
289
Waverly Advisors
Alabama
$1.41M
LFG
290
Larson Financial Group
Missouri
$1.39M
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$1.38M
WWA
292
WCG Wealth Advisors
Nevada
$1.36M
VAF
293
Values Added Financial
District of Columbia
$1.35M
AF
294
Advisornet Financial
Minnesota
$1.35M
BFG
295
Berger Financial Group
Minnesota
$1.32M
VNA
296
Valley National Advisers
Pennsylvania
$1.31M
PFA
297
Perryman Financial Advisory
Texas
$1.31M
NFG
298
Nations Financial Group
Iowa
$1.29M
BFP
299
Birchwood Financial Partners
Minnesota
$1.29M
YIH
300
Y-Intercept (HK)
Hong Kong
$1.28M