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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
CCP
101
Clarkston Capital Partners
Michigan
$12.9M
BWM
102
BCS Wealth Management
Tennessee
$12.8M
TS
103
TradeWell Securities
Indiana
$12.7M
AFS
104
Access Financial Services
Minnesota
$12.5M
Fidelity Investments
105
Fidelity Investments
Massachusetts
$12.4M
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$12.2M
MML Investors Services
107
MML Investors Services
Massachusetts
$12.1M
SFP
108
Sterling Financial Planning
New Jersey
$11.8M
JESC
109
J.E. Simmons & Co
Texas
$11.6M
NHC
110
Nicholas Hoffman & Company
Georgia
$11.6M
QCM
111
Quantinno Capital Management
New York
$11.5M
NMCM
112
Nicholson Meyer Capital Management
Missouri
$11.4M
TWM
113
Timmons Wealth Management
Massachusetts
$11.2M
PCA
114
Pallas Capital Advisors
Massachusetts
$11.1M
AIM
115
Alhambra Investment Management
Florida
$11.1M
CPCP
116
Cedar Point Capital Partners
Iowa
$11.1M
EWP
117
Equity Wealth Partners
Missouri
$10.9M
AT
118
American Trust
Kentucky
$10.7M
HWP
119
Highline Wealth Partners
California
$10.5M
LFA
120
Legend Financial Advisors
Pennsylvania
$10.4M
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$10.3M
Jones Financial Companies
122
Jones Financial Companies
Missouri
$10.3M
AFA
123
Arlington Financial Advisors
California
$10.2M
LTL
124
Lowery Thomas LLC
California
$9.99M
BVP
125
Bristlecone Value Partners
California
$9.81M