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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
MM
676
Main Management
California
$20K
AEPWM
677
Atlantic Edge Private Wealth Management
Florida
$19K
CAL
678
Capital Advisors Ltd
Ohio
$18K
OCM
679
Osbon Capital Management
Massachusetts
$18K
SWIM
680
Smallwood Wealth Investment Management
New Jersey
$17.6K
FUBT
681
First United Bank & Trust
Maryland
$17.3K
RP
682
Rice Partnership
Hawaii
$16.8K
NWMP
683
Noble Wealth Management PBC
Colorado
$16.7K
SIS
684
Sound Income Strategies
Florida
$16.6K
PK
685
Pflug Koory
Nebraska
$16.3K
FC
686
Financial Consulate
Maryland
$16.2K
OC
687
Optima Capital
Oregon
$16.2K
OA
688
Operose Advisors
Wisconsin
$16K
FCAS
689
First Command Advisory Services
Texas
$16K
FFA
690
Frazier Financial Advisors
Ohio
$15.9K
SS
691
Sunbelt Securities
Texas
$15.3K
RF
692
Rossby Financial
Florida
$15.2K
AAP
693
Arax Advisory Partners
Colorado
$14.4K
MSFP
694
Mark Sheptoff Financial Planning
Connecticut
$14.1K
CMP
695
Coston McIsaac & Partners
Maine
$14K
GCM
696
Gunpowder Capital Management
Maryland
$13.8K
SRCM
697
Signature Resources Capital Management
California
$13.7K
FGAM
698
Financial Gravity Asset Management
Texas
$13.3K
MCA
699
Maryland Capital Advisors
Maryland
$12.5K
AIA
700
Armor Investment Advisors
North Carolina
$12K