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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
SFC
626
SYM Financial Corp
Indiana
$78.6K
NL
627
Navalign LLC
California
$77.1K
AAG
628
Armstrong Advisory Group
Massachusetts
$75.5K
MB
629
MidFirst Bank
Oklahoma
$72.4K
HI
630
Hoey Investments
Pennsylvania
$70.4K
WP
631
WealthShield Partners
North Carolina
$69.3K
CH
632
CDKV Holdings
Colorado
$64.6K
SIC
633
SJS Investment Consulting
Ohio
$62.9K
JFA
634
JNBA Financial Advisors
Minnesota
$62K
TCM
635
Triumph Capital Management
Colorado
$61.1K
BAM
636
Bellevue Asset Management
Washington
$61K
PP
637
PFS Partners
New Jersey
$60.7K
NFSG
638
Newbridge Financial Services Group
Florida
$57.1K
MSWA
639
Marshall & Sterling Wealth Advisors
New York
$56.7K
DF
640
Dunhill Financial
United Kingdom
$55.8K
MJRIC
641
Mogy Joel R Investment Counsel
California
$53.6K
TFGT
642
TS Financial Group (TSFG)
Illinois
$52K
PWMG
643
Private Wealth Management Group
New Jersey
$51.4K
PB
644
Pinnacle Bancorp
Nebraska
$50.8K
PPL
645
Planning Project LLC
Texas
$50.1K
GK
646
Graney & King
New York
$49.6K
SAG
647
SageView Advisory Group
California
$45.3K
BWL
648
Bogart Wealth LLC
Virginia
$44.2K
UBS AM
649
UBS AM
Illinois
$41.6K
RG
650
RHL Group
Michigan
$40.8K