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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
CKAIS
576
Christensen King & Associates Investment Services
Washington
$212K
EFG
577
Ethos Financial Group
Pennsylvania
$210K
SWA
578
Strategies Wealth Advisors
Michigan
$210K
MA
579
Mutual Advisors
Nebraska
$210K
SIM
580
Stratos Investment Management
Ohio
$209K
FRA
581
Frank Rimerman Advisors
California
$209K
RYIA
582
Roehl & Yi Investment Advisors
Oregon
$208K
PAM
583
Palisade Asset Management
Minnesota
$207K
RIL
584
Rothschild Investment LLC
Illinois
$206K
VBCG
585
Valley Brook Capital Group
Pennsylvania
$206K
HNW
586
High Note Wealth
Minnesota
$205K
ACA
587
Affinity Capital Advisors
California
$205K
CD
588
Chapin Davis
Maryland
$204K
Comerica Bank
589
Comerica Bank
Texas
$202K
FFA
590
Fragasso Financial Advisors
Pennsylvania
$202K
OCA
591
OpenArc Corporate Advisory
Georgia
$201K
CCM
592
Condor Capital Management
New Jersey
$201K
AIC
593
Archer Investment Corporation
Indiana
$200K
GT
594
Glenmede Trust
Pennsylvania
$190K
GGI
595
Godsey & Gibb Inc
Virginia
$185K
CA
596
Crewe Advisors
Utah
$185K
AUB
597
Atlantic Union Bankshares
Virginia
$183K
SAM
598
Smartleaf Asset Management
Massachusetts
$172K
HNB
599
Huntington National Bank
Ohio
$163K
GIA
600
GHP Investment Advisors
Colorado
$163K