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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
AIM
301
AMI Investment Management
Indiana
$1.28M
BFA
302
Ballast Financial Advisors
Pennsylvania
$1.27M
S
303
SignatureFD
Georgia
$1.23M
GFP
304
Gryphon Financial Partners
Ohio
$1.23M
WWM
305
Western Wealth Management
Colorado
$1.21M
CIA
306
Capital Investment Advisors
Georgia
$1.21M
WPC
307
Wedmont Private Capital
Pennsylvania
$1.2M
FPH
308
Financial Planning Hawaii
Hawaii
$1.17M
MEG
309
Millstone Evans Group
Colorado
$1.16M
KIA
310
KCM Investment Advisors
California
$1.15M
KCIC
311
Kuhn & Co Investment Counsel
Illinois
$1.14M
CNBTD
312
Citizens National Bank Trust Department
Mississippi
$1.11M
IWC
313
Integrated Wealth Concepts
Massachusetts
$1.08M
PFM
314
Phillips Financial Management
Indiana
$1.08M
IAN
315
Integrated Advisors Network
Texas
$1.04M
CFD
316
Creative Financial Designs
Indiana
$1.04M
AC
317
Apella Capital
Connecticut
$1.04M
MBI
318
May Barnhard Investments
Maryland
$1.02M
DM
319
Diversified Management
Wisconsin
$1.02M
CA
320
Continuum Advisory
Idaho
$1.01M
FCH
321
Freestone Capital Holdings
Washington
$1M
SFG
322
Sage Financial Group
Pennsylvania
$1M
LFS
323
Legacy Financial Strategies
Kansas
$1M
SYBT
324
Stock Yards Bank & Trust
Kentucky
$999K
SHGA
325
Sand Hill Global Advisors
California
$990K