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Schwab Fundamental US Large Company Index ETF

743 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 107 funds opening new positions, 313 increasing their positions, 177 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
86
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
RWM
676
Rialto Wealth Management
New York
$26.4K
HA
677
Heartland Advisors
Wisconsin
$25.1K
AIM
678
Anchor Investment Management
South Carolina
$21.5K
PFBT
679
Parkside Financial Bank & Trust
Missouri
$20.9K
PAG
680
Paladin Advisory Group
Iowa
$20.8K
SL
681
Salomon & Ludwin
Virginia
$20.7K
MM
682
Main Management
California
$20K
AEPWM
683
Atlantic Edge Private Wealth Management
Florida
$19K
CAL
684
Capital Advisors Ltd
Ohio
$18K
OCM
685
Osbon Capital Management
Massachusetts
$18K
SWIM
686
Smallwood Wealth Investment Management
New Jersey
$17.6K
FUBT
687
First United Bank & Trust
Maryland
$17.3K
RP
688
Rice Partnership
Hawaii
$16.8K
NWMP
689
Noble Wealth Management PBC
Colorado
$16.7K
SIS
690
Sound Income Strategies
Florida
$16.6K
PK
691
Pflug Koory
Nebraska
$16.3K
FC
692
Financial Consulate
Maryland
$16.2K
OC
693
Optima Capital
Oregon
$16.2K
OA
694
Operose Advisors
Wisconsin
$16K
FCAS
695
First Command Advisory Services
Texas
$16K
FFA
696
Frazier Financial Advisors
Ohio
$15.9K
SS
697
Sunbelt Securities
Texas
$15.3K
RF
698
Rossby Financial
Florida
$15.2K
AAP
699
Arax Advisory Partners
Colorado
$14.4K
MSFP
700
Mark Sheptoff Financial Planning
Connecticut
$14.1K