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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
SFO
326
Stokes Family Office
Louisiana
$986K
CCA
327
Clarity Capital Advisors
Florida
$978K
CPA
328
Clear Point Advisors
New York
$973K
BFP
329
Beacon Financial Planning
Massachusetts
$959K
CIC
330
Cutler Investment Counsel
Oregon
$949K
HWMO
331
Heritage Wealth Management (Ohio)
Ohio
$941K
Betterment LLC
332
Betterment LLC
New York
$931K
AFP
333
Ausdal Financial Partners
Iowa
$899K
JIC
334
Johnson Investment Counsel
Ohio
$899K
PWM
335
Platt Wealth Management
California
$897K
HWM
336
HRC Wealth Management
Idaho
$869K
ACA
337
Aptus Capital Advisors
Alabama
$850K
AWM
338
Axxcess Wealth Management
California
$840K
CWA
339
Crusonia Wealth Advisors
Colorado
$834K
RWP
340
Revolve Wealth Partners
New Jersey
$825K
HIP
341
HUB Investment Partners
Texas
$823K
Northern Trust
342
Northern Trust
Illinois
$819K
CT
343
Colonial Trust
South Carolina
$811K
SPIA
344
Steward Partners Investment Advisory
New York
$803K
Janney Montgomery Scott
345
Janney Montgomery Scott
Pennsylvania
$801K
AP
346
Appleton Partners
Massachusetts
$797K
Rockefeller Capital Management
347
Rockefeller Capital Management
New York
$785K
KA
348
KLCM Advisors
Wisconsin
$764K
MGIA
349
Moneta Group Investment Advisors
Missouri
$763K
CA
350
CoreCap Advisors
Michigan
$762K