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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
KBFS
651
Kohmann Bosshard Financial Services
Ohio
$39K
DI
652
DAGCO Inc
Ohio
$38.8K
PS
653
Pinney & Scofield
Massachusetts
$38.5K
FIM
654
FWL Investment Management
Texas
$37.7K
CIAS
655
Capital Investment Advisory Services
North Carolina
$37K
KFI
656
Key Financial Inc
Pennsylvania
$36.6K
GWSA
657
Global Wealth Strategies & Associates
Colorado
$35.7K
RMP
658
Richards, Merrill & Peterson
Washington
$34.9K
FCG
659
Financial Connections Group
California
$33K
BTI
660
Blue Trust Inc
Georgia
$32.8K
MFP
661
Meramec Financial Planners
Missouri
$31.5K
CIA
662
Cape Investment Advisory
Georgia
$31.2K
WWM
663
Woodside Wealth Management
Massachusetts
$30.1K
OP
664
ORG Partners
Indiana
$27.5K
RMC
665
Resources Management Corp
Connecticut
$27K
RWM
666
Rialto Wealth Management
New York
$26.4K
HA
667
Heartland Advisors
Wisconsin
$25.1K
AIM
668
Anchor Investment Management
South Carolina
$21.5K
PFBT
669
Parkside Financial Bank & Trust
Missouri
$20.9K
PAG
670
Paladin Advisory Group
Iowa
$20.8K
SL
671
Salomon & Ludwin
Virginia
$20.7K
MM
672
Main Management
California
$20K
AEPWM
673
Atlantic Edge Private Wealth Management
Florida
$19K
CAL
674
Capital Advisors Ltd
Ohio
$18K
SWIM
675
Smallwood Wealth Investment Management
New Jersey
$17.6K