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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
SC
726
Solstein Capital
California
$7.59K
DAM
727
Delta Asset Management
Tennessee
$6.8K -$535 -20 -7%
WIM
728
Westside Investment Management
California
$6.48K
CP
729
Camelot Portfolios
Ohio
$6.15K +$6.05K +226 New
MFT
730
Moisand Fitzgerald Tamayo
Florida
$5.14K
QC
731
Quent Capital
New York
$4.71K +$4.63K +173 New
WOSD
732
WFA of San Diego
California
$4.65K
FFA
733
Founders Financial Alliance
North Carolina
$4.41K
FMP
734
Financial Management Professionals
Texas
$3.92K
QWM
735
Quaker Wealth Management
New Jersey
$3.18K
CI
736
CX Institutional
Indiana
$3K -$214 -8 -7%
AW
737
Avion Wealth
Texas
$3K
GSWM
738
Golden State Wealth Management
California
$2.54K
PIP
739
Peachtree Investment Partners
Florida
$2.38K +$27 +1 +1%
MCA
740
McGuire Capital Advisors
Oklahoma
$2.26K +$2.22K +83 New
IWP
741
IAG Wealth Partners
Wisconsin
$2.12K
CW
742
Curio Wealth
Maryland
$1.56K
PB
743
Prosperity Bancshares
Texas
$1.39K +$1.36K +51 New
CPBTD
744
Central Pacific Bank - Trust Division
Hawaii
$1.14K
WWMSC
745
Wagner Wealth Management (South Carolina)
South Carolina
$864
AI
746
Arvest Investments
Arkansas
$408
BW
747
Basepoint Wealth
Iowa
$55 +$54 +2 New
Renaissance Technologies
748
Renaissance Technologies
New York
-$3.65M -138,800 Closed
GS
749
GTS Securities
New York
-$1.62M -61,724 Closed
TRCT
750
Tower Research Capital (TRC)
New York
-$1.54M -58,707 Closed