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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
Creative Planning
26
Creative Planning
Kansas
$57.7M
Osaic Holdings
27
Osaic Holdings
Arizona
$56M
PAG
28
Private Advisor Group
New Jersey
$55.7M
BIA
29
Bell Investment Advisors
California
$54.8M
BWP
30
BlueStem Wealth Partners
Minnesota
$53.5M
HighTower Advisors
31
HighTower Advisors
Illinois
$52.7M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$50.3M
AA
33
Ashford Advisors
New York
$49.9M
PC
34
Prairiewood Capital
North Dakota
$49.6M
KHC
35
Koesten Hirschmann & Crabtree
Kansas
$46.7M
CPG
36
Cornerstone Planning Group
New Jersey
$44.2M
KCPG
37
Kavar Capital Partners Group
Kansas
$42.9M
LRIA
38
Leonard Rickey Investment Advisors
Washington
$40.3M
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$39.9M
RCA
40
Resonant Capital Advisors
Wisconsin
$37.2M
FCA
41
Fortis Capital Advisors
Kansas
$36.6M
BAM
42
Belpointe Asset Management
Nevada
$36.6M
PWM
43
PTM Wealth Management
United States
$36.3M
TWM
44
Tanglewood Wealth Management
Texas
$35.8M
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$33.1M
Mariner
46
Mariner
Kansas
$32.8M
GVAG
47
Great Valley Advisor Group
Delaware
$30.2M
PS
48
Planned Solutions
California
$28.6M
ES
49
Eagle Strategies
New York
$28.2M
BM
50
Berman McAleer
Maryland
$27.1M