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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
KCM
626
Key Capital Management
Tennessee
$84.2K
TFG
627
Team Financial Group
California
$81.2K
FCT
628
First Community Trust
Iowa
$81.1K
T
629
Tidemark
California
$79K
SFC
630
SYM Financial Corp
Indiana
$78.6K
NL
631
Navalign LLC
California
$77.1K
AAG
632
Armstrong Advisory Group
Massachusetts
$75.5K
MB
633
MidFirst Bank
Oklahoma
$72.4K
HI
634
Hoey Investments
Pennsylvania
$70.4K
WP
635
WealthShield Partners
North Carolina
$69.3K
CH
636
CDKV Holdings
Colorado
$64.6K
SIC
637
SJS Investment Consulting
Ohio
$62.9K
JFA
638
JNBA Financial Advisors
Minnesota
$62K
TCM
639
Triumph Capital Management
Colorado
$61.1K
BAM
640
Bellevue Asset Management
Washington
$61K
PP
641
PFS Partners
New Jersey
$60.7K
NFSG
642
Newbridge Financial Services Group
Florida
$57.1K
MSWA
643
Marshall & Sterling Wealth Advisors
New York
$56.7K
DF
644
Dunhill Financial
United Kingdom
$55.8K
MJRIC
645
Mogy Joel R Investment Counsel
California
$53.6K
TFGT
646
TS Financial Group (TSFG)
Illinois
$52K
PWMG
647
Private Wealth Management Group
New Jersey
$51.4K
PB
648
Pinnacle Bancorp
Nebraska
$50.8K
PPL
649
Planning Project LLC
Texas
$50.1K
GK
650
Graney & King
New York
$49.6K