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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
TCWM
426
Total Clarity Wealth Management
Illinois
$456K
IAA
427
Independent Advisor Alliance
North Carolina
$454K
EFG
428
Embree Financial Group
Illinois
$453K
Koshinski Asset Management
429
Koshinski Asset Management
Illinois
$445K
SSWM
430
Smith Salley Wealth Management
North Carolina
$433K
TA
431
Tactive Advisors
Florida
$431K
Members Trust
432
Members Trust
Florida
$429K
WA
433
WESPAC Advisors
California
$426K
BW
434
BIP Wealth
Georgia
$426K
DWM
435
Darwin Wealth Management
Florida
$421K
AssetMark Inc
436
AssetMark Inc
California
$420K
RFP
437
Root Financial Partners
California
$420K
RFC
438
Regions Financial Corp
Alabama
$412K
CW
439
Channel Wealth
California
$410K
PP
440
Patten & Patten
Tennessee
$409K
PCIA
441
Prime Capital Investment Advisors
Kansas
$403K
CAL
442
Capital Analysts LLC
Pennsylvania
$402K
BH
443
Burk Holdings
Oklahoma
$401K
GC
444
Grimes & Company
Massachusetts
$401K
Financial Engines Advisors
445
Financial Engines Advisors
California
$401K
Franklin Resources
446
Franklin Resources
California
$397K
CFS
447
CRA Financial Services
New Jersey
$396K
MWM
448
Mission Wealth Management
California
$396K
BB
449
Burford Brothers
Texas
$395K
MWM
450
Maridea Wealth Management
New York
$395K