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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
YIH
301
Y-Intercept (HK)
Hong Kong
$1.28M
AIM
302
AMI Investment Management
Indiana
$1.28M
BFA
303
Ballast Financial Advisors
Pennsylvania
$1.27M
RRAL
304
RED REEF ADVISORS LLC
Florida
$1.24M
S
305
SignatureFD
Georgia
$1.23M
GFP
306
Gryphon Financial Partners
Ohio
$1.23M
WWM
307
Western Wealth Management
Colorado
$1.21M
CIA
308
Capital Investment Advisors
Georgia
$1.21M
WPC
309
Wedmont Private Capital
Pennsylvania
$1.2M
FPH
310
Financial Planning Hawaii
Hawaii
$1.17M
MEG
311
Millstone Evans Group
Colorado
$1.16M
KIA
312
KCM Investment Advisors
California
$1.15M
KCIC
313
Kuhn & Co Investment Counsel
Illinois
$1.14M
CNBTD
314
Citizens National Bank Trust Department
Mississippi
$1.11M
IWC
315
Integrated Wealth Concepts
Massachusetts
$1.08M
PFM
316
Phillips Financial Management
Indiana
$1.08M
IAN
317
Integrated Advisors Network
Texas
$1.04M
CFD
318
Creative Financial Designs
Indiana
$1.04M
AC
319
Apella Capital
Connecticut
$1.04M
MBI
320
May Barnhard Investments
Maryland
$1.02M
DM
321
Diversified Management
Wisconsin
$1.02M
CA
322
Continuum Advisory
Idaho
$1.01M
FCH
323
Freestone Capital Holdings
Washington
$1M
SFG
324
Sage Financial Group
Pennsylvania
$1M
LFS
325
Legacy Financial Strategies
Kansas
$1M