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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
KA
351
KLCM Advisors
Wisconsin
$764K
MGIA
352
Moneta Group Investment Advisors
Missouri
$763K
CA
353
CoreCap Advisors
Michigan
$762K
MS
354
Monetary Solutions
Ohio
$760K
EAM
355
Evanson Asset Management
California
$748K
WAT
356
Wealth Advisory Team
Kentucky
$747K
SIM
357
Studio Investment Management
Illinois
$747K
SPC
358
Sigma Planning Corp
Michigan
$745K
TIAA Trust, National Association
359
TIAA Trust, National Association
North Carolina
$739K
HR
360
Howe & Rusling
New York
$737K
US Bancorp
361
US Bancorp
Minnesota
$732K
LKBC
362
L.K. Benson & Company
Maryland
$724K
FWI
363
Facet Wealth Inc
Maryland
$709K
BIG
364
Builder Investment Group
Georgia
$691K
PAYA
365
Phil A. Younker & Associates
Alaska
$689K
TGAM
366
TBH Global Asset Management
Tennessee
$687K
HWM
367
HB Wealth Management
Georgia
$681K
TPI
368
Trust Point Inc
Wisconsin
$679K
SOS
369
Silver Oak Securities
Tennessee
$673K
CNTOF
370
Canandaigua National Trust of Florida
New York
$668K
PWA
371
Principia Wealth Advisory
Texas
$667K
Thrivent Financial for Lutherans
372
Thrivent Financial for Lutherans
Minnesota
$667K
MA
373
Montag & Associates
Georgia
$654K
KW
374
Keyvantage Wealth
Pennsylvania
$647K
IA
375
IFG Advisory
Georgia
$647K