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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
CP
501
Creekside Partners
California
$305K
SB
502
Simmons Bank
Arkansas
$301K
ACA
503
Ackerman Capital Advisors
Texas
$301K
AA
504
Auxano Advisors
Washington
$301K
SWP
505
Sagespring Wealth Partners
Tennessee
$300K
CRC
506
Curi RMB Capital
Illinois
$299K
WS
507
Wedbush Securities
California
$296K
PA
508
Procyon Advisors
Connecticut
$296K
PWW
509
Pettyjohn Wood & White
Virginia
$296K
IFA
510
Index Fund Advisors
California
$295K
KNFPWM
511
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$295K
IWAO
512
Independence Wealth Advisors (Ohio)
Ohio
$294K
ZF
513
Zhang Financial
Michigan
$294K
AWM
514
Apollon Wealth Management
South Carolina
$290K
FPF
515
First Pacific Financial
Washington
$290K
MIC
516
Meridian Investment Counsel
California
$289K
QPWM
517
Quadrant Private Wealth Management
Pennsylvania
$289K
OBWG
518
Onyx Bridge Wealth Group
New York
$288K
IAIM
519
International Assets Investment Management
Florida
$285K
PMFA
520
Plante Moran Financial Advisors
Michigan
$282K
Fifth Third Bancorp
521
Fifth Third Bancorp
Ohio
$280K
HW
522
Hancock Whitney
Mississippi
$278K
SL
523
Summitry LLC
California
$276K
AFA
524
AA Financial Advisors
Ohio
$275K
CL
525
Choreo LLC
Illinois
$274K