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

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 109 | 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: 696747 (+51)

3.38% more ownership

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

Holders
747
Holders Change
+51
Holders Change %
+7.33%
% 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
109
Increased
314
Reduced
177
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
601
Comerica Bank
Texas
$202K -$108K -4,020 -35%
FFA
602
Fragasso Financial Advisors
Pennsylvania
$202K +$199K +7,429 New
OCA
603
OpenArc Corporate Advisory
Georgia
$201K +$198K +7,392 New
CCM
604
Condor Capital Management
New Jersey
$201K +$198K +7,391 New
AIC
605
Archer Investment Corporation
Indiana
$200K +$883 +33 +0.5%
GT
606
Glenmede Trust
Pennsylvania
$190K +$187K +6,979 New
GGI
607
Godsey & Gibb Inc
Virginia
$185K +$10.7K +399 +6%
CA
608
Crewe Advisors
Utah
$185K
AUB
609
Atlantic Union Bankshares
Virginia
$183K +$80 +3 +0%
SAM
610
Smartleaf Asset Management
Massachusetts
$172K +$29.3K +1,095 +21%
HNB
611
Huntington National Bank
Ohio
$163K
GIA
612
GHP Investment Advisors
Colorado
$163K
CJ
613
Caitlin John
Michigan
$162K
CF
614
Centaurus Financial
California
$160K +$1.85K +69 +1%
FRA
615
Front Row Advisors
California
$159K
GWM
616
Geneos Wealth Management
Colorado
$159K
BIM
617
Breakwater Investment Management
Washington
$147K
SWM
618
Spire Wealth Management
Virginia
$146K +$482 +18 +0.3%
ME
619
McIlrath & Eck
Washington
$141K +$8.19K +306 +6%
FW
620
Fairway Wealth
Ohio
$134K
BFPW
621
BOK Financial Private Wealth
Colorado
$132K
CIAS
622
CBIZ Investment Advisory Services
Ohio
$119K
PTC
623
Private Trust Company
Ohio
$115K +$18K +672 +19%
AWM
624
Activest Wealth Management
Florida
$114K +$110K +4,095 +4,707%
TLA
625
Tanglewood Legacy Advisors
Texas
$113K