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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
VCM
401
Vivaldi Capital Management
Illinois
$533K
WG
402
Welch Group
Alabama
$532K
DWM
403
Destination Wealth Management
California
$528K
MT
404
Midwest Trust
Kansas
$527K
DAS
405
Dynamic Advisor Solutions
Arizona
$497K
TCM
406
Traub Capital Management
Massachusetts
$497K
RIA
407
Regal Investment Advisors
Michigan
$493K
TFA
408
Tobias Financial Advisors
Florida
$487K
IIA
409
Integrity Investment Advisors
Colorado
$484K
PNC Financial Services Group
410
PNC Financial Services Group
Pennsylvania
$481K
WI
411
Westbourne Investments
Virginia
$479K
GAA
412
Global Assets Advisory
Florida
$479K
MG
413
Mather Group
Illinois
$475K
ACP
414
Argyle Capital Partners
California
$475K
AAS
415
Ameritas Advisory Services
Nebraska
$475K
JIC
416
Joel Isaacson & Co
New York
$473K
AO
417
Advisor OS
Illinois
$471K
AWM
418
Abound Wealth Management
Tennessee
$471K
SBWIC
419
Schaper Benz & Wise Investment Counsel
Wisconsin
$470K
KPWS
420
Kestra Private Wealth Services
Texas
$468K
BSTWA
421
Blake Schutter Theil Wealth Advisors
Ohio
$465K
TCWM
422
Total Clarity Wealth Management
Illinois
$456K
IAA
423
Independent Advisor Alliance
North Carolina
$454K
EFG
424
Embree Financial Group
Illinois
$453K
Koshinski Asset Management
425
Koshinski Asset Management
Illinois
$445K