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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
PCMC
476
Paragon Capital Management (Colorado)
Colorado
$352K
VA
477
VestGen Advisors
Illinois
$350K
HKIMG
478
Hutchens & Kramer Investment Management Group
Indiana
$349K
AWAG
479
ARS Wealth Advisors Group
Florida
$348K
MA
480
MCF Advisors
Kentucky
$348K
WCA
481
Westover Capital Advisors
Delaware
$348K
BFC
482
Bedel Financial Consulting
Indiana
$347K
RWIA
483
Roger Wittlin Investment Advisory
California
$343K
MFWP
484
Mosaic Family Wealth Partners
Missouri
$342K
CCG
485
Coastwise Capital Group
California
$342K
LSWP
486
Liberty Square Wealth Partners
Pennsylvania
$341K
WJWM
487
Williams Jones Wealth Management
New York
$341K
Natixis Advisors
488
Natixis Advisors
Massachusetts
$340K
AFP
489
ATX Financial Planning
Texas
$339K
CA
490
Clearstead Advisors
Ohio
$337K
EFG
491
Everhart Financial Group
Ohio
$335K
SEP
492
Signature Equity Partners
Ohio
$328K
AC
493
Anson Capital
Georgia
$327K
MMA
494
Miracle Mile Advisors
California
$324K
SHFA
495
SC&H Financial Advisors
Maryland
$321K
SEI Investments
496
SEI Investments
Pennsylvania
$318K
KL
497
Keenan LLC
Massachusetts
$315K
IRP
498
Investment Research Partners
Pennsylvania
$309K
BFA
499
Bragg Financial Advisors
North Carolina
$307K
OSAM
500
O'Shaughnessy Asset Management
Connecticut
$306K