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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
PCM
76
Pennsylvania Capital Management
Pennsylvania
$18.3M
Raymond James Financial
77
Raymond James Financial
Florida
$17.9M
EF
78
Envision Financial
Wisconsin
$17.8M
USCWA
79
U.S. Capital Wealth Advisors
Texas
$17.3M
VH
80
VVR Holdings
Washington
$17.3M
CFA
81
Cahill Financial Advisors
Minnesota
$17M
MCM
82
MAI Capital Management
Ohio
$16.8M
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$16.7M
SIP
84
Sellwood Investment Partners
Oregon
$16.6M
WPIC
85
White Pine Investment Company
Michigan
$16M
PS
86
Principal Securities
Iowa
$16M
EWA
87
EP Wealth Advisors
California
$15.9M
AA
88
Aufman Associates
Pennsylvania
$15.6M
TWM
89
Tradition Wealth Management
Minnesota
$15.6M
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$15.5M
SWA
91
Strata Wealth Advisors
Texas
$15.1M
AAS
92
Asset Allocation Strategies
Michigan
$15M
WFL
93
Wealth Forward LLC
North Dakota
$14.9M
WF
94
Williams Financial
Vermont
$14.7M
Cerity Partners
95
Cerity Partners
New York
$14.4M
Goldman Sachs
96
Goldman Sachs
New York
$13.6M
IIC
97
Ironwood Investment Counsel
Arizona
$13.4M
GAM
98
Gotham Asset Management
New York
$13.2M
ACS
99
Archford Capital Strategies
Illinois
$13.2M
OWM
100
Opes Wealth Management
California
$13M