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Schwab Fundamental US Large Company Index ETF

747 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 110 funds opening new positions, 314 increasing their positions, 177 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 42

77% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 177

23% more funds holding in top 10

Funds holding in top 10: 7086 (+16)

9% more capital invested

Capital invested by funds: $16.5B → $17.9B (+$1.46B)

7% more funds holding

Funds holding: 695747 (+52)

3.38% more ownership

Funds ownership: 79.33%82.71% (+3.4%)

Holders
747
Holders Change
+52
Holders Change %
+7.48%
% of All Funds
9.09%
Holding in Top 10
86
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+22.86%
% of All Funds
1.05%
New
110
Increased
314
Reduced
177
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Apollon Wealth Management
South Carolina
$290K +$285K +10,667 New
FPF
527
First Pacific Financial
Washington
$290K +$1.28K +48 +0.5%
MIC
528
Meridian Investment Counsel
California
$289K -$25.6K -955 -8%
QPWM
529
Quadrant Private Wealth Management
Pennsylvania
$289K +$2.41K +90 +0.9%
OBWG
530
Onyx Bridge Wealth Group
New York
$288K
IAIM
531
International Assets Investment Management
Florida
$285K +$34.4K +1,284 +14%
PMFA
532
Plante Moran Financial Advisors
Michigan
$282K +$120K +4,493 +77%
Fifth Third Bancorp
533
Fifth Third Bancorp
Ohio
$280K +$230K +8,611 +509%
HW
534
Hancock Whitney
Mississippi
$278K
SL
535
Summitry LLC
California
$276K +$271K +10,142 New
AFA
536
AA Financial Advisors
Ohio
$275K -$8.72K -326 -3%
CL
537
Choreo LLC
Illinois
$274K -$94.7K -3,539 -26%
Russell Investments Group
538
Russell Investments Group
United Kingdom
$274K -$11.5K -431 -4%
MAS
539
Meeder Advisory Services
Ohio
$274K +$38.1K +1,425 +16%
CIA
540
Caerus Investment Advisors
Texas
$273K
DFA
541
DHJJ Financial Advisors
Illinois
$272K +$134 +5 +0.1%
MSR
542
Main Street Research
Connecticut
$271K +$37.9K +1,418 +17%
PL
543
Parthenon LLC
Kentucky
$266K
FLPIM
544
F.L. Putnam Investment Management
Massachusetts
$263K -$95.6K -3,573 -27%
FWP
545
FAS Wealth Partners
Kansas
$261K +$19.2K +718 +8%
ST
546
Smithfield Trust
Pennsylvania
$260K
SFG
547
SNS Financial Group
Minnesota
$260K +$35.7K +1,335 +16%
WA
548
Wealthstar Advisors
Texas
$260K -$2.74M -102,587 -91%
DADC
549
D.A. Davidson & Co
Montana
$257K +$15.2K +567 +6%
AG
550
Advocate Group
Minnesota
$256K