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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
SWP
376
Stratos Wealth Partners
Ohio
$640K
CIAS
377
CFS Investment Advisory Services
New Jersey
$637K
CAM
378
Clark Asset Management
New Hampshire
$636K
CCM
379
Chilton Capital Management
Texas
$635K
TSS
380
Two Sigma Securities
New York
$615K
JFG
381
JMG Financial Group
Illinois
$612K
DACG
382
Donor Advised Charitable Giving
California
$609K
National Bank of Canada
383
National Bank of Canada
Quebec, Canada
$602K
NCM
384
Noesis Capital Mangement
Florida
$601K
BCM
385
Brookstone Capital Management
Illinois
$592K
LGWM
386
Litman Gregory Wealth Management
California
$582K
VWM
387
Vermillion Wealth Management
Minnesota
$581K
CAI
388
Capital Advisors Inc
Oklahoma
$576K
BFG
389
Bleakley Financial Group
New Jersey
$575K
HI
390
Harbour Investments
Wisconsin
$572K
Envestnet Portfolio Solutions
391
Envestnet Portfolio Solutions
Illinois
$572K
Empower Advisory Group
392
Empower Advisory Group
Colorado
$570K
CW
393
CreativeOne Wealth
Kansas
$566K
FEG
394
Fund Evaluation Group
Ohio
$564K
PA
395
Parallel Advisors
California
$562K
WP
396
WealthPLAN Partners
Nebraska
$559K
DC
397
Dahring Cusmano
Michigan
$556K
SWGC
398
Summit Wealth Group (Colorado)
Colorado
$546K
JLBC
399
J.L. Bainbridge & Co
Florida
$538K
PAW
400
Plan A Wealth
Nebraska
$534K