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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
Russell Investments Group
526
Russell Investments Group
United Kingdom
$274K
MAS
527
Meeder Advisory Services
Ohio
$274K
CIA
528
Caerus Investment Advisors
Texas
$273K
DFA
529
DHJJ Financial Advisors
Illinois
$272K
MSR
530
Main Street Research
Connecticut
$271K
PL
531
Parthenon LLC
Kentucky
$266K
FLPIM
532
F.L. Putnam Investment Management
Massachusetts
$263K
FWP
533
FAS Wealth Partners
Kansas
$261K
ST
534
Smithfield Trust
Pennsylvania
$260K
SFG
535
SNS Financial Group
Minnesota
$260K
WA
536
Wealthstar Advisors
Texas
$260K
DADC
537
D.A. Davidson & Co
Montana
$257K
AG
538
Advocate Group
Minnesota
$256K
CAG
539
Curtis Advisory Group
California
$255K
WIA
540
World Investment Advisors
California
$253K
JFGIW
541
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K
WIC
542
Woodmont Investment Counsel
Tennessee
$252K
AWA
543
Archvest Wealth Advisors
California
$252K
ADL
544
Asset Dedication LLC
California
$252K
CWM
545
Castle Wealth Management
Florida
$249K
EGA
546
E&G Advisors
Texas
$248K
CFG
547
Citizens Financial Group
Rhode Island
$248K
CFP
548
Catalyst Financial Partners
Massachusetts
$245K
SC
549
SouthState Corp
Florida
$244K
DAS
550
Diversify Advisory Services
Utah
$242K