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Schwab Fundamental US Large Company Index ETF

743 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 107 funds opening new positions, 313 increasing their positions, 177 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
86
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
OCA
601
OpenArc Corporate Advisory
Georgia
$201K
CCM
602
Condor Capital Management
New Jersey
$201K
AIC
603
Archer Investment Corporation
Indiana
$200K
GT
604
Glenmede Trust
Pennsylvania
$190K
GGI
605
Godsey & Gibb Inc
Virginia
$185K
CA
606
Crewe Advisors
Utah
$185K
AUB
607
Atlantic Union Bankshares
Virginia
$183K
SAM
608
Smartleaf Asset Management
Massachusetts
$172K
HNB
609
Huntington National Bank
Ohio
$163K
GIA
610
GHP Investment Advisors
Colorado
$163K
CJ
611
Caitlin John
Michigan
$162K
CF
612
Centaurus Financial
California
$160K
GWM
613
Geneos Wealth Management
Colorado
$159K
FRA
614
Front Row Advisors
California
$159K
BIM
615
Breakwater Investment Management
Washington
$147K
SWM
616
Spire Wealth Management
Virginia
$146K
ME
617
McIlrath & Eck
Washington
$141K
FW
618
Fairway Wealth
Ohio
$134K
BFPW
619
BOK Financial Private Wealth
Colorado
$132K
CIAS
620
CBIZ Investment Advisory Services
Ohio
$119K
PTC
621
Private Trust Company
Ohio
$115K
AWM
622
Activest Wealth Management
Florida
$114K
TLA
623
Tanglewood Legacy Advisors
Texas
$113K
KFAS
624
Keating Financial Advisory Services
Kansas
$107K
TAM
625
Townsend Asset Management
North Carolina
$106K