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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
CI
726
CX Institutional
Indiana
$3K
AW
727
Avion Wealth
Texas
$3K
GSWM
728
Golden State Wealth Management
California
$2.54K
PIP
729
Peachtree Investment Partners
Florida
$2.38K
MCA
730
McGuire Capital Advisors
Oklahoma
$2.26K
IWP
731
IAG Wealth Partners
Wisconsin
$2.12K
CW
732
Curio Wealth
Maryland
$1.56K
PB
733
Prosperity Bancshares
Texas
$1.39K
CPBTD
734
Central Pacific Bank - Trust Division
Hawaii
$1.14K
WWMSC
735
Wagner Wealth Management (South Carolina)
South Carolina
$864
AI
736
Arvest Investments
Arkansas
$408
BW
737
Basepoint Wealth
Iowa
$55
Renaissance Technologies
738
Renaissance Technologies
New York
GS
739
GTS Securities
New York
TRCT
740
Tower Research Capital (TRC)
New York
CPRC
741
Consolidated Portfolio Review Corp
New York
BNP Paribas Financial Markets
742
BNP Paribas Financial Markets
France
JWCA
743
J.W. Cole Advisors
Florida
Kovitz Investment Group Partners
744
Kovitz Investment Group Partners
Illinois
FF
745
Francis Financial
XT
746
XTX Topco
Cayman Islands
HSA
747
HBK Sorce Advisory
Pennsylvania
PWSG
748
Pacific Wealth Strategies Group
California
PCA
749
Prosperity Capital Advisors
Ohio
WWA
750
Wisconsin Wealth Advisors
Wisconsin