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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
Fifth Third Bancorp
526
Fifth Third Bancorp
Ohio
$280K
HW
527
Hancock Whitney
Mississippi
$278K
SL
528
Summitry LLC
California
$276K
AFA
529
AA Financial Advisors
Ohio
$275K
CL
530
Choreo LLC
Illinois
$274K
Russell Investments Group
531
Russell Investments Group
United Kingdom
$274K
MAS
532
Meeder Advisory Services
Ohio
$274K
CIA
533
Caerus Investment Advisors
Texas
$273K
DFA
534
DHJJ Financial Advisors
Illinois
$272K
MSR
535
Main Street Research
Connecticut
$271K
PL
536
Parthenon LLC
Kentucky
$266K
FLPIM
537
F.L. Putnam Investment Management
Massachusetts
$263K
FWP
538
FAS Wealth Partners
Kansas
$261K
ST
539
Smithfield Trust
Pennsylvania
$260K
SFG
540
SNS Financial Group
Minnesota
$260K
WA
541
Wealthstar Advisors
Texas
$260K
DADC
542
D.A. Davidson & Co
Montana
$257K
AG
543
Advocate Group
Minnesota
$256K
CAG
544
Curtis Advisory Group
California
$255K
JFGIW
545
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K
WIC
546
Woodmont Investment Counsel
Tennessee
$252K
AWA
547
Archvest Wealth Advisors
California
$252K
ADL
548
Asset Dedication LLC
California
$252K
CWM
549
Castle Wealth Management
Florida
$249K
EGA
550
E&G Advisors
Texas
$248K