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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
LI
376
Lafayette Investments
Maryland
$646K
Baird Financial Group
377
Baird Financial Group
Wisconsin
$644K
BFA
378
Brown Financial Advisory
Alabama
$643K
MCM
379
Mengis Capital Management
Oregon
$642K
SWP
380
Stratos Wealth Partners
Ohio
$640K
CIAS
381
CFS Investment Advisory Services
New Jersey
$637K
CAM
382
Clark Asset Management
New Hampshire
$636K
CCM
383
Chilton Capital Management
Texas
$635K
TSS
384
Two Sigma Securities
New York
$615K
JFG
385
JMG Financial Group
Illinois
$612K
DACG
386
Donor Advised Charitable Giving
California
$609K
National Bank of Canada
387
National Bank of Canada
Quebec, Canada
$602K
NCM
388
Noesis Capital Mangement
Florida
$601K
BCM
389
Brookstone Capital Management
Illinois
$592K
LGWM
390
Litman Gregory Wealth Management
California
$582K
VWM
391
Vermillion Wealth Management
Minnesota
$581K
CAI
392
Capital Advisors Inc
Oklahoma
$576K
BFG
393
Bleakley Financial Group
New Jersey
$575K
HI
394
Harbour Investments
Wisconsin
$572K
Envestnet Portfolio Solutions
395
Envestnet Portfolio Solutions
Illinois
$572K
Empower Advisory Group
396
Empower Advisory Group
Colorado
$570K
CW
397
CreativeOne Wealth
Kansas
$566K
FEG
398
Fund Evaluation Group
Ohio
$564K
PA
399
Parallel Advisors
California
$562K
WP
400
WealthPLAN Partners
Nebraska
$559K