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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
CTC
701
Central Trust Company
Missouri
$9.47K
HPIA
702
Hamilton Point Investment Advisors
North Carolina
$9.47K
HFS
703
Hantz Financial Services
Michigan
$9K
GWS
704
Greykasell Wealth Strategies
California
$8.9K
WAG
705
Wiser Advisor Group
Arizona
$8.76K
MMCM
706
Murphy & Mullick Capital Management
New York
$8.49K
EWA
707
EverSource Wealth Advisors
Alabama
$8.16K
GWM
708
Greenline Wealth Management
Florida
$7.84K
HCM
709
Hollencrest Capital Management
California
$7.75K
SC
710
Solstein Capital
California
$7.59K
DAM
711
Delta Asset Management
Tennessee
$6.8K
WIM
712
Westside Investment Management
California
$6.48K
CP
713
Camelot Portfolios
Ohio
$6.15K
MFT
714
Moisand Fitzgerald Tamayo
Florida
$5.14K
QC
715
Quent Capital
New York
$4.71K
WOSD
716
WFA of San Diego
California
$4.65K
FFA
717
Founders Financial Alliance
North Carolina
$4.41K
FMP
718
Financial Management Professionals
Texas
$3.92K
QWM
719
Quaker Wealth Management
New Jersey
$3.18K
CI
720
CX Institutional
Indiana
$3K
AW
721
Avion Wealth
Texas
$3K
GSWM
722
Golden State Wealth Management
California
$2.54K
PIP
723
Peachtree Investment Partners
Florida
$2.38K
MCA
724
McGuire Capital Advisors
Oklahoma
$2.26K
IWP
725
IAG Wealth Partners
Wisconsin
$2.12K