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Schwab Fundamental US Large Company Index ETF

730 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 101 funds opening new positions, 309 increasing their positions, 175 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
PAS
126
Park Avenue Securities
New York
$9.8M
LAM
127
Lakewood Asset Management
Illinois
$9.63M
SL
128
Systelligence LLC
Minnesota
$9.59M
BGAI
129
Bruce G. Allen Investments
Colorado
$9.56M
KAS
130
Kestra Advisory Services
Texas
$9.53M
OIA
131
OneDigital Investment Advisors
Kansas
$9.33M
CFO
132
Collective Family Office
Pennsylvania
$9.25M
AQR Capital Management
133
AQR Capital Management
Connecticut
$9.17M
AIA
134
Arcadia Investment Advisors
Idaho
$9.14M
MIA
135
Milestone Investment Advisors
Wisconsin
$9.07M
AG
136
AlTi Global
New York
$9M
QWM
137
Quadcap Wealth Management
Texas
$8.85M
RF
138
RHS Financial
California
$8.54M
WSFS
139
Wilmington Savings Fund Society
Delaware
$8.31M
LIM
140
Leavell Investment Management
Alabama
$8.25M
GFP
141
Guardian Financial Partners
California
$8.17M
DC
142
Darrow Company
Massachusetts
$7.74M
FM
143
Foster & Motley
Ohio
$7.67M
RFA
144
Rollins Financial Advisors
New York
$7.57M
IA
145
Integrity Alliance
Iowa
$7.37M
BCG
146
Breakwater Capital Group
New Jersey
$7.29M
JAG
147
Journey Advisory Group
Kentucky
$7.03M
RTL
148
Red Tortoise LLC
Georgia
$6.97M
WWA
149
Wingate Wealth Advisors
Massachusetts
$6.68M
PC
150
Payne Capital
Oregon
$6.59M