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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
AA
551
Ancora Advisors
Ohio
$240K
SF
552
Symphony Financial
Texas
$239K
NP
553
NorthRock Partners
Minnesota
$235K
SWM
554
SeaCrest Wealth Management
New York
$235K
AP
555
Americana Partners
Texas
$234K
BIAS
556
Beacon Investment Advisory Services
New Jersey
$233K
NEPWA
557
New England Private Wealth Advisors
Massachusetts
$231K
SAM
558
Summit Asset Management
Tennessee
$230K
MIM
559
Marco Investment Management
Georgia
$229K
TPA
560
Trivium Point Advisory
Connecticut
$228K
HA
561
HC Advisors
Georgia
$226K
LWM
562
Luminvest Wealth Management
Arizona
$225K
AL
563
Aspiriant LLC
California
$223K
GIA
564
Gladstone Institutional Advisory
Florida
$223K
DPI
565
Diversified Portfolios Inc
Michigan
$222K
Fisher Asset Management
566
Fisher Asset Management
Washington
$221K
LNWTC
567
Laird Norton Wetherby Trust Company
Washington
$218K
KA
568
Klingman & Associates
New York
$218K
MFIM
569
Mesirow Financial Investment Management
Illinois
$217K
EWA
570
Elevate Wealth Advisory
Georgia
$216K
AIA
571
Arbor Investment Advisors
North Carolina
$216K
NG
572
Norden Group
Utah
$215K
CIA
573
Concurrent Investment Advisors
Florida
$214K
HNWAG
574
High Net Worth Advisory Group
Florida
$213K
OWA
575
Oak Wealth Advisors
Illinois
$213K