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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
MWM
476
Modera Wealth Management
New Jersey
$356K
FFG
477
Fiduciary Financial Group
California
$356K
SFG
478
Sovereign Financial Group
Connecticut
$354K
FWCM
479
Ferguson Wellman Capital Management
Oregon
$353K
PCMC
480
Paragon Capital Management (Colorado)
Colorado
$352K
VA
481
VestGen Advisors
Illinois
$350K
HKIMG
482
Hutchens & Kramer Investment Management Group
Indiana
$349K
AWAG
483
ARS Wealth Advisors Group
Florida
$348K
MA
484
MCF Advisors
Kentucky
$348K
WCA
485
Westover Capital Advisors
Delaware
$348K
BFC
486
Bedel Financial Consulting
Indiana
$347K
RWIA
487
Roger Wittlin Investment Advisory
California
$343K
MFWP
488
Mosaic Family Wealth Partners
Missouri
$342K
CCG
489
Coastwise Capital Group
California
$342K
LSWP
490
Liberty Square Wealth Partners
Pennsylvania
$341K
WJWM
491
Williams Jones Wealth Management
New York
$341K
Natixis Advisors
492
Natixis Advisors
Massachusetts
$340K
AFP
493
ATX Financial Planning
Texas
$339K
CA
494
Clearstead Advisors
Ohio
$337K
EFG
495
Everhart Financial Group
Ohio
$335K
WIA
496
World Investment Advisors
California
$331K
SEP
497
Signature Equity Partners
Ohio
$328K
AC
498
Anson Capital
Georgia
$327K
MMA
499
Miracle Mile Advisors
California
$324K
SHFA
500
SC&H Financial Advisors
Maryland
$321K