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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
SSWM
276
Sheets Smith Wealth Management
North Carolina
$1.61M
LIA
277
LBMC Investment Advisors
Tennessee
$1.6M
NJIM
278
Nabity-Jensen Investment Management
Nebraska
$1.6M
IWM
279
IHT Wealth Management
Illinois
$1.55M
CPP
280
Capasso Planning Partners
South Carolina
$1.54M
BAMG
281
Brand Asset Management Group
Missouri
$1.53M
CPIG
282
Chicago Partners Investment Group
Illinois
$1.53M
DAM
283
Directional Asset Management
Illinois
$1.53M
SIC
284
Salem Investment Counselors
North Carolina
$1.51M
MCM
285
MidAtlantic Capital Management
Virginia
$1.51M
KWA
286
Kingswood Wealth Advisors
California
$1.48M
AA
287
Addison Advisors
Vermont
$1.47M
JCM
288
Jacobi Capital Management
Pennsylvania
$1.46M
AC
289
Avestar Capital
New York
$1.43M
WA
290
Waverly Advisors
Alabama
$1.41M
LFG
291
Larson Financial Group
Missouri
$1.39M
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$1.38M
WWA
293
WCG Wealth Advisors
Nevada
$1.36M
VAF
294
Values Added Financial
District of Columbia
$1.35M
AF
295
Advisornet Financial
Minnesota
$1.35M
BFG
296
Berger Financial Group
Minnesota
$1.32M
VNA
297
Valley National Advisers
Pennsylvania
$1.31M
PFA
298
Perryman Financial Advisory
Texas
$1.31M
NFG
299
Nations Financial Group
Iowa
$1.29M
BFP
300
Birchwood Financial Partners
Minnesota
$1.29M