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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
SWM
176
Shakespeare Wealth Management
Wisconsin
$4.63M
BCA
177
Bay Colony Advisors
Massachusetts
$4.6M
NG
178
Novem Group
New York
$4.6M
YAIA
179
Yanni & Associates Investment Advisors
Pennsylvania
$4.57M
FWM
180
Foguth Wealth Management
Michigan
$4.5M
IC
181
IEQ Capital
California
$4.43M
TFS
182
Thoroughbred Financial Services
Tennessee
$4.4M
FFO
183
Fortitude Family Office
Arizona
$4.3M
Lido Advisors
184
Lido Advisors
California
$4.28M
CAM
185
Cidel Asset Management
Ontario, Canada
$4.22M
SFA
186
Sequoia Financial Advisors
Ohio
$4.18M
EH
187
Equitable Holdings
New York
$4.08M
MSFS
188
Main Street Financial Solutions
Pennsylvania
$4.06M
CA
189
Capital Advantage
California
$4.06M
TWP
190
Tempus Wealth Planning
California
$4.05M
JP Morgan Chase
191
JP Morgan Chase
New York
$4M
FFWA
192
FRG Family Wealth Advisors
Washington
$3.87M
FC
193
FCA Corp
Texas
$3.86M
CPA
194
Cathy Pareto & Associates
Florida
$3.84M
CWA
195
Clearview Wealth Advisors
Oregon
$3.74M
BIP
196
Blueprint Investment Partners
North Carolina
$3.56M
BFA
197
Blueprint Financial Advisors
North Carolina
$3.56M
CA
198
Cambridge Advisors
Nebraska
$3.54M
Wells Fargo
199
Wells Fargo
California
$3.51M
RBWA
200
RFG - Bristol Wealth Advisors
Massachusetts
$3.45M