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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
OP
676
ORG Partners
Indiana
$27.5K
RMC
677
Resources Management Corp
Connecticut
$27K +$26.6K +995 New
RWM
678
Rialto Wealth Management
New York
$26.4K
HA
679
Heartland Advisors
Wisconsin
$25.1K
BWA
680
Basecamp Wealth Advisors
Washington
$22K +$21.6K +807 New
AIM
681
Anchor Investment Management
South Carolina
$21.5K
PFBT
682
Parkside Financial Bank & Trust
Missouri
$20.9K +$19.2K +717 +1,379%
PAG
683
Paladin Advisory Group
Iowa
$20.8K -$6.69K -250 -25%
SL
684
Salomon & Ludwin
Virginia
$20.7K
MM
685
Main Management
California
$20K
AEPWM
686
Atlantic Edge Private Wealth Management
Florida
$19K
CAL
687
Capital Advisors Ltd
Ohio
$18K
OCM
688
Osbon Capital Management
Massachusetts
$18K +$17.7K +660 New
SWIM
689
Smallwood Wealth Investment Management
New Jersey
$17.6K
FUBT
690
First United Bank & Trust
Maryland
$17.3K
RP
691
Rice Partnership
Hawaii
$16.8K
NWMP
692
Noble Wealth Management PBC
Colorado
$16.7K
SIS
693
Sound Income Strategies
Florida
$16.6K
PK
694
Pflug Koory
Nebraska
$16.3K
FC
695
Financial Consulate
Maryland
$16.2K
OC
696
Optima Capital
Oregon
$16.2K +$15.9K +594 New
OA
697
Operose Advisors
Wisconsin
$16K +$54 +2 +0.3%
FCAS
698
First Command Advisory Services
Texas
$16K -$27.8K -1,038 -64%
FFA
699
Frazier Financial Advisors
Ohio
$15.9K +$2.25K +84 +17%
SS
700
Sunbelt Securities
Texas
$15.3K +$15.1K +564 New