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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
SAG
651
SageView Advisory Group
California
$45.3K
BWL
652
Bogart Wealth LLC
Virginia
$44.2K
UBS AM
653
UBS AM
Illinois
$41.6K
RG
654
RHL Group
Michigan
$40.8K
KBFS
655
Kohmann Bosshard Financial Services
Ohio
$39K
DI
656
DAGCO Inc
Ohio
$38.8K
PS
657
Pinney & Scofield
Massachusetts
$38.5K
FIM
658
FWL Investment Management
Texas
$37.7K
CIAS
659
Capital Investment Advisory Services
North Carolina
$37K
KFI
660
Key Financial Inc
Pennsylvania
$36.6K
GWSA
661
Global Wealth Strategies & Associates
Colorado
$35.7K
RMP
662
Richards, Merrill & Peterson
Washington
$34.9K
FCG
663
Financial Connections Group
California
$33K
BTI
664
Blue Trust Inc
Georgia
$32.8K
MFP
665
Meramec Financial Planners
Missouri
$31.5K
CIA
666
Cape Investment Advisory
Georgia
$31.2K
WWM
667
Woodside Wealth Management
Massachusetts
$30.1K
OP
668
ORG Partners
Indiana
$27.5K
RMC
669
Resources Management Corp
Connecticut
$27K
RWM
670
Rialto Wealth Management
New York
$26.4K
HA
671
Heartland Advisors
Wisconsin
$25.1K
AIM
672
Anchor Investment Management
South Carolina
$21.5K
PFBT
673
Parkside Financial Bank & Trust
Missouri
$20.9K
PAG
674
Paladin Advisory Group
Iowa
$20.8K
SL
675
Salomon & Ludwin
Virginia
$20.7K