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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
SEI Investments
501
SEI Investments
Pennsylvania
$318K
KL
502
Keenan LLC
Massachusetts
$315K
IRP
503
Investment Research Partners
Pennsylvania
$309K
BFA
504
Bragg Financial Advisors
North Carolina
$307K
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$306K
CP
506
Creekside Partners
California
$305K
SB
507
Simmons Bank
Arkansas
$301K
ACA
508
Ackerman Capital Advisors
Texas
$301K
AA
509
Auxano Advisors
Washington
$301K
SWP
510
Sagespring Wealth Partners
Tennessee
$300K
CRC
511
Curi RMB Capital
Illinois
$299K
WS
512
Wedbush Securities
California
$296K
PA
513
Procyon Advisors
Connecticut
$296K
PWW
514
Pettyjohn Wood & White
Virginia
$296K
IFA
515
Index Fund Advisors
California
$295K
KNFPWM
516
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$295K
IWAO
517
Independence Wealth Advisors (Ohio)
Ohio
$294K
ZF
518
Zhang Financial
Michigan
$294K
AWM
519
Apollon Wealth Management
South Carolina
$290K
FPF
520
First Pacific Financial
Washington
$290K
MIC
521
Meridian Investment Counsel
California
$289K
QPWM
522
Quadrant Private Wealth Management
Pennsylvania
$289K
OBWG
523
Onyx Bridge Wealth Group
New York
$288K
IAIM
524
International Assets Investment Management
Florida
$285K
PMFA
525
Plante Moran Financial Advisors
Michigan
$282K