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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
SYBT
326
Stock Yards Bank & Trust
Kentucky
$999K
SHGA
327
Sand Hill Global Advisors
California
$990K
SFO
328
Stokes Family Office
Louisiana
$986K
CCA
329
Clarity Capital Advisors
Florida
$978K
CPA
330
Clear Point Advisors
New York
$973K
BFP
331
Beacon Financial Planning
Massachusetts
$959K
CIC
332
Cutler Investment Counsel
Oregon
$949K
HWMO
333
Heritage Wealth Management (Ohio)
Ohio
$941K
Betterment LLC
334
Betterment LLC
New York
$931K
AFP
335
Ausdal Financial Partners
Iowa
$899K
JIC
336
Johnson Investment Counsel
Ohio
$899K
PWM
337
Platt Wealth Management
California
$897K
NSG
338
Nalls Sherbakoff Group
Tennessee
$878K
HWM
339
HRC Wealth Management
Idaho
$869K
ACA
340
Aptus Capital Advisors
Alabama
$850K
AWM
341
Axxcess Wealth Management
California
$840K
CWA
342
Crusonia Wealth Advisors
Colorado
$834K
RWP
343
Revolve Wealth Partners
New Jersey
$825K
HIP
344
HUB Investment Partners
Texas
$823K
Northern Trust
345
Northern Trust
Illinois
$819K
CT
346
Colonial Trust
South Carolina
$811K
SPIA
347
Steward Partners Investment Advisory
New York
$803K
Janney Montgomery Scott
348
Janney Montgomery Scott
Pennsylvania
$801K
AP
349
Appleton Partners
Massachusetts
$797K
Rockefeller Capital Management
350
Rockefeller Capital Management
New York
$784K