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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
OFG
51
Oxford Financial Group
Indiana
$26.3M
Corient Private Wealth
52
Corient Private Wealth
Florida
$26.1M
BCWM
53
Bartlett & Co Wealth Management
Ohio
$25.4M
MWP
54
Moller Wealth Partners
$25.2M
AWM
55
Allen Wealth Management
North Carolina
$25M
SFS
56
Solitude Financial Services
Virginia
$25M
DC
57
Davenport & Co
Virginia
$24.9M
PPW
58
Pasadena Private Wealth
California
$24.9M
FSG
59
Financial Strategies Group
Michigan
$24.7M
HTC
60
Haverford Trust Company
Pennsylvania
$23.8M
MFG
61
Merit Financial Group
Georgia
$23.7M
TCM
62
TruNorth Capital Management
Michigan
$23.7M
CPC
63
Consolidated Planning Corp
Georgia
$23M
CAC
64
Certified Advisory Corp
Florida
$22.8M
RCM
65
Richardson Capital Management
Wisconsin
$22.1M
UFAC
66
Urban Financial Advisory Corp
Illinois
$21.6M
NRI
67
NFP Retirement Inc
California
$21.2M
FCM
68
Firestone Capital Management
Florida
$20.9M
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$20.5M
WTA
70
Washington Trust Advisors
Massachusetts
$20.5M
YAL
71
Your Advocates Ltd
Texas
$20.3M
EWP
72
Elevation Wealth Partners
California
$20.1M
NCM
73
Northland Capital Management
Minnesota
$19.5M
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$19.5M
CWM
75
Cabot Wealth Management
Massachusetts
$19.2M