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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
SHFC
201
Safe Harbor Family Capital
North Carolina
$3.43M
LPAM
202
Lodestar Private Asset Management
California
$3.41M
IA
203
IFP Advisors
Florida
$3.29M
BCI
204
Brinker Capital Investments
Pennsylvania
$3.28M
NCM
205
Next Capital Management
New York
$3.27M
AWM
206
Aberdeen Wealth Management
Illinois
$3.27M
MWM
207
Meridian Wealth Management
Kentucky
$3.25M
VT
208
Vise Technologies
New York
$3.25M
WF
209
Warner Financial
Maryland
$3.23M
BPA
210
Beacon Pointe Advisors
California
$3.18M
EWM
211
Empirical Wealth Management
Washington
$3.17M
PFS
212
Prospera Financial Services
Texas
$3.13M
P
213
&Partners
Tennessee
$3.12M
FFA
214
Farther Finance Advisors
California
$2.97M
PG
215
Prostatis Group
Maryland
$2.96M
REMPR
216
Roof Eidam Maycock Peralta (REMP)
California
$2.96M
SAI
217
Savvy Advisors Inc
New York
$2.93M
BlackRock
218
BlackRock
New York
$2.87M
VA
219
Valmark Advisers
Ohio
$2.87M
PWM
220
Perigon Wealth Management
California
$2.84M
SWA
221
Sax Wealth Advisors
New Jersey
$2.84M
CCAM
222
Cascades Capital Asset Management
North Carolina
$2.8M
WCM
223
Whitener Capital Management
North Carolina
$2.76M
WFA
224
Wellspring Financial Advisors
Ohio
$2.73M
WANY
225
Wealthspire Advisors (New York)
New York
$2.72M