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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
DC
401
Dahring Cusmano
Michigan
$556K
SWGC
402
Summit Wealth Group (Colorado)
Colorado
$546K
JLBC
403
J.L. Bainbridge & Co
Florida
$538K
PAW
404
Plan A Wealth
Nebraska
$534K
VCM
405
Vivaldi Capital Management
Illinois
$533K
WG
406
Welch Group
Alabama
$532K
DWM
407
Destination Wealth Management
California
$528K
MT
408
Midwest Trust
Kansas
$527K
DAS
409
Dynamic Advisor Solutions
Arizona
$497K
TCM
410
Traub Capital Management
Massachusetts
$497K
RIA
411
Regal Investment Advisors
Michigan
$493K
TFA
412
Tobias Financial Advisors
Florida
$487K
IIA
413
Integrity Investment Advisors
Colorado
$484K
PNC Financial Services Group
414
PNC Financial Services Group
Pennsylvania
$481K
WI
415
Westbourne Investments
Virginia
$479K
GAA
416
Global Assets Advisory
Florida
$479K
MG
417
Mather Group
Illinois
$475K
ACP
418
Argyle Capital Partners
California
$475K
AAS
419
Ameritas Advisory Services
Nebraska
$475K
JIC
420
Joel Isaacson & Co
New York
$473K
AO
421
Advisor OS
Illinois
$471K
AWM
422
Abound Wealth Management
Tennessee
$471K
SBWIC
423
Schaper Benz & Wise Investment Counsel
Wisconsin
$470K
KPWS
424
Kestra Private Wealth Services
Texas
$468K
BSTWA
425
Blake Schutter Theil Wealth Advisors
Ohio
$465K