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Schwab Fundamental US Large Company Index ETF

746 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: 695746 (+51)

3.38% more ownership

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

Holders
746
Holders Change
+51
Holders Change %
+7.34%
% of All Funds
9.08%
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
KFAS
626
Keating Financial Advisory Services
Kansas
$107K +$105K +3,930 New
TAM
627
Townsend Asset Management
North Carolina
$106K -$2.33K -87 -2%
AT
628
Arlington Trust
Alabama
$106K
Citigroup
629
Citigroup
New York
$104K -$8.75K -327 -8%
SGK
630
Steigerwald Gordon & Koch
Virginia
$98.3K -$11.5K -428 -11%
ATC
631
Adirondack Trust Company
New York
$97.2K +$30.7K +1,149 +47%
HIA
632
Harbor Investment Advisory
Maryland
$91.4K
POIA
633
Pin Oak Investment Advisors
Texas
$85K
KCM
634
Key Capital Management
Tennessee
$84.2K +$82.8K +3,096 New
TFG
635
Team Financial Group
California
$81.2K +$348 +13 +0.4%
FCT
636
First Community Trust
Iowa
$81.1K
T
637
Tidemark
California
$79K +$29K +1,082 +59%
SFC
638
SYM Financial Corp
Indiana
$78.6K
NL
639
Navalign LLC
California
$77.1K +$75.9K +2,835 New
AAG
640
Armstrong Advisory Group
Massachusetts
$75.5K
MB
641
MidFirst Bank
Oklahoma
$72.4K +$71.2K +2,661 New
HI
642
Hoey Investments
Pennsylvania
$70.4K
WP
643
WealthShield Partners
North Carolina
$69.3K +$9.04K +338 +15%
CH
644
CDKV Holdings
Colorado
$64.6K +$63.5K +2,373 New
SIC
645
SJS Investment Consulting
Ohio
$62.9K
JFA
646
JNBA Financial Advisors
Minnesota
$62K
TCM
647
Triumph Capital Management
Colorado
$61.1K +$60K +2,244 New
BAM
648
Bellevue Asset Management
Washington
$61K +$187 +7 +0.3%
PP
649
PFS Partners
New Jersey
$60.7K
NFSG
650
Newbridge Financial Services Group
Florida
$57.1K