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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
RDWM
451
Red Door Wealth Management
Tennessee
$386K
SCA
452
Sensenig Capital Advisors
Pennsylvania
$386K
NDSI
453
Newman Dignan & Sheerar Inc
Rhode Island
$384K
ECM
454
Evergreen Capital Management
Washington
$381K
DWP
455
Destiny Wealth Partners
Florida
$379K
SSWG
456
Seven Springs Wealth Group
Tennessee
$375K
ACM
457
Advisors Capital Management
New Jersey
$374K
WCFA
458
Walkner Condon Financial Advisors
Wisconsin
$372K
SFWA
459
Summit Financial Wealth Advisors
Louisiana
$369K
MSA
460
Marino Stram & Associates
Massachusetts
$369K
WT
461
Whittier Trust
California
$367K
TC
462
Trilogy Capital
California
$366K
GJIA
463
Glass Jacobson Investment Advisors
Maryland
$364K
IA
464
Invested Advisors
Pennsylvania
$364K
NWM
465
Nova Wealth Management
Florida
$362K
CA
466
CGN Advisors
Kansas
$361K
CAM
467
Cresset Asset Management
Illinois
$361K
TYCC
468
Texas Yale Capital Corp
Florida
$359K
FWM
469
Fingerlakes Wealth Management
New York
$358K
WAM
470
Weatherly Asset Management
California
$358K
CICC
471
Capital Investment Counsel (Colorado)
Colorado
$356K
MWM
472
Modera Wealth Management
New Jersey
$356K
FFG
473
Fiduciary Financial Group
California
$356K
SFG
474
Sovereign Financial Group
Connecticut
$354K
FWCM
475
Ferguson Wellman Capital Management
Oregon
$353K