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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
AUB
601
Atlantic Union Bankshares
Virginia
$183K
SAM
602
Smartleaf Asset Management
Massachusetts
$172K
HNB
603
Huntington National Bank
Ohio
$163K
GIA
604
GHP Investment Advisors
Colorado
$163K
CJ
605
Caitlin John
Michigan
$162K
CF
606
Centaurus Financial
California
$160K
FRA
607
Front Row Advisors
California
$159K
GWM
608
Geneos Wealth Management
Colorado
$159K
BIM
609
Breakwater Investment Management
Washington
$147K
SWM
610
Spire Wealth Management
Virginia
$146K
ME
611
McIlrath & Eck
Washington
$141K
FW
612
Fairway Wealth
Ohio
$134K
BFPW
613
BOK Financial Private Wealth
Colorado
$132K
CIAS
614
CBIZ Investment Advisory Services
Ohio
$119K
PTC
615
Private Trust Company
Ohio
$115K
AWM
616
Activest Wealth Management
Florida
$114K
TLA
617
Tanglewood Legacy Advisors
Texas
$113K
KFAS
618
Keating Financial Advisory Services
Kansas
$107K
TAM
619
Townsend Asset Management
North Carolina
$106K
AT
620
Arlington Trust
Alabama
$106K
Citigroup
621
Citigroup
New York
$104K
SGK
622
Steigerwald Gordon & Koch
Virginia
$98.3K
ATC
623
Adirondack Trust Company
New York
$97.2K
HIA
624
Harbor Investment Advisory
Maryland
$91.4K
POIA
625
Pin Oak Investment Advisors
Texas
$85K