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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
MSL
351
Monetary Solutions, Ltd
Ohio
$760K
EAM
352
Evanson Asset Management
California
$748K
WAT
353
Wealth Advisory Team
Kentucky
$747K
SIM
354
Studio Investment Management
Illinois
$747K
SPC
355
Sigma Planning Corp
Michigan
$745K
TIAA Trust, National Association
356
TIAA Trust, National Association
North Carolina
$739K
HR
357
Howe & Rusling
New York
$737K
US Bancorp
358
US Bancorp
Minnesota
$732K
LKBC
359
L.K. Benson & Company
Maryland
$724K
FWI
360
Facet Wealth Inc
Maryland
$709K
BIG
361
Builder Investment Group
Georgia
$691K
PAYA
362
Phil A. Younker & Associates
Alaska
$689K
TGAM
363
TBH Global Asset Management
Tennessee
$687K
HWM
364
HB Wealth Management
Georgia
$681K
TPI
365
Trust Point Inc
Wisconsin
$679K
SOS
366
Silver Oak Securities
Tennessee
$673K
CNTOF
367
Canandaigua National Trust of Florida
New York
$668K
PWA
368
Principia Wealth Advisory
Texas
$667K
Thrivent Financial for Lutherans
369
Thrivent Financial for Lutherans
Minnesota
$667K
MA
370
Montag & Associates
Georgia
$654K
KW
371
Keyvantage Wealth
Pennsylvania
$647K
IA
372
IFG Advisory
Georgia
$647K
LI
373
Lafayette Investments
Maryland
$646K
Baird Financial Group
374
Baird Financial Group
Wisconsin
$644K
BFA
375
Brown Financial Advisory
Alabama
$643K