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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
BWS
151
BFI Wealth Solutions
Texas
$6.52M
PJSIMP
152
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.44M
CL
153
COWA LLC
Oklahoma
$6.26M
BAWC
154
Boyce & Associates Wealth Consulting
Texas
$6.24M
AWA
155
Argos Wealth Advisors
California
$6.2M
AC
156
Avant Capital
Louisiana
$6.18M
VP
157
Verum Partners
North Carolina
$5.98M
SC
158
Savant Capital
Illinois
$5.8M
EWA
159
EQ Wealth Advisors
Texas
$5.77M
BEAM
160
Baker Ellis Asset Management
Washington
$5.71M
PFPG
161
Pinnacle Financial Partners (Georgia)
Georgia
$5.59M
KWM
162
Kingsview Wealth Management
Oregon
$5.52M
IAS
163
IMA Advisory Services
Colorado
$5.5M
AWM
164
AE Wealth Management
Kansas
$5.48M
EWA
165
Exencial Wealth Advisors
Oklahoma
$5.28M
CFO
166
CVA Family Office
Colorado
$5.14M
DSA
167
Droms Strauss Advisors
Missouri
$5.12M
QCM
168
QRG Capital Management
Illinois
$5.03M
MPW
169
Magnolia Private Wealth
Pennsylvania
$4.92M
SHF
170
Stage Harbor Financial
Massachusetts
$4.9M
WMWM
171
Wilkins Miller Wealth Management
Alabama
$4.89M
AF
172
Allworth Financial
California
$4.84M
FFN
173
Focus Financial Network
Minnesota
$4.67M
William Blair & Company
174
William Blair & Company
Illinois
$4.67M
GRP
175
Global Retirement Partners
California
$4.65M