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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
AT
626
Arlington Trust
Alabama
$106K
Citigroup
627
Citigroup
New York
$104K
SGK
628
Steigerwald Gordon & Koch
Virginia
$98.3K
ATC
629
Adirondack Trust Company
New York
$97.2K
HIA
630
Harbor Investment Advisory
Maryland
$91.4K
POIA
631
Pin Oak Investment Advisors
Texas
$85K
KCM
632
Key Capital Management
Tennessee
$84.2K
TFG
633
Team Financial Group
California
$81.2K
FCT
634
First Community Trust
Iowa
$81.1K
T
635
Tidemark
California
$79K
SFC
636
SYM Financial Corp
Indiana
$78.6K
NL
637
Navalign LLC
California
$77.1K
AAG
638
Armstrong Advisory Group
Massachusetts
$75.5K
MB
639
MidFirst Bank
Oklahoma
$72.4K
HI
640
Hoey Investments
Pennsylvania
$70.4K
WP
641
WealthShield Partners
North Carolina
$69.3K
CH
642
CDKV Holdings
Colorado
$64.6K
SIC
643
SJS Investment Consulting
Ohio
$62.9K
JFA
644
JNBA Financial Advisors
Minnesota
$62K
TCM
645
Triumph Capital Management
Colorado
$61.1K
BAM
646
Bellevue Asset Management
Washington
$61K
PP
647
PFS Partners
New Jersey
$60.7K
NFSG
648
Newbridge Financial Services Group
Florida
$57.1K
MSWA
649
Marshall & Sterling Wealth Advisors
New York
$56.7K
DF
650
Dunhill Financial
United Kingdom
$55.8K