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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
SSWM
426
Smith Salley Wealth Management
North Carolina
$433K
TA
427
Tactive Advisors
Florida
$431K
Members Trust
428
Members Trust
Florida
$429K
WA
429
WESPAC Advisors
California
$426K
BW
430
BIP Wealth
Georgia
$426K
DWM
431
Darwin Wealth Management
Florida
$421K
AssetMark Inc
432
AssetMark Inc
California
$420K
RFP
433
Root Financial Partners
California
$420K
RFC
434
Regions Financial Corp
Alabama
$412K
CW
435
Channel Wealth
California
$410K
PP
436
Patten & Patten
Tennessee
$409K
PCIA
437
Prime Capital Investment Advisors
Kansas
$403K
CAL
438
Capital Analysts LLC
Pennsylvania
$402K
BH
439
Burk Holdings
Oklahoma
$401K
GC
440
Grimes & Company
Massachusetts
$401K
Financial Engines Advisors
441
Financial Engines Advisors
California
$401K
Franklin Resources
442
Franklin Resources
California
$397K
CFS
443
CRA Financial Services
New Jersey
$396K
MWM
444
Mission Wealth Management
California
$396K
BB
445
Burford Brothers
Texas
$395K
MWM
446
Maridea Wealth Management
New York
$395K
W
447
WealthCollab
Washington
$391K
MFC
448
Morris Financial Concepts
South Carolina
$388K
VA
449
Vident Advisory
Georgia
$388K
EAM
450
Empirical Asset Management
Massachusetts
$387K