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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
PAS
126
Park Avenue Securities
New York
$9.8M -$735K -27,456 -7%
LAM
127
Lakewood Asset Management
Illinois
$9.63M +$360K +13,467 +4%
SL
128
Systelligence LLC
Minnesota
$9.59M +$6.49M +242,732 +221%
BGAI
129
Bruce G. Allen Investments
Colorado
$9.56M -$74.8K -2,797 -0.8%
KAS
130
Kestra Advisory Services
Texas
$9.53M -$143K -5,327 -1%
OIA
131
OneDigital Investment Advisors
Kansas
$9.33M -$5.07M -189,343 -36%
CFO
132
Collective Family Office
Pennsylvania
$9.25M +$1.64M +61,121 +22%
AQR Capital Management
133
AQR Capital Management
Connecticut
$9.17M +$3.03M +113,301 +51%
AIA
134
Arcadia Investment Advisors
Idaho
$9.14M +$7.77M +290,451 +637%
MIA
135
Milestone Investment Advisors
Wisconsin
$9.07M -$23.9K -894 -0.3%
AG
136
AlTi Global
New York
$9M -$65.5K -2,447 -0.7%
QWM
137
Quadcap Wealth Management
Texas
$8.85M -$210K -7,846 -2%
RF
138
RHS Financial
California
$8.54M +$93K +3,475 +1%
WSFS
139
Wilmington Savings Fund Society
Delaware
$8.31M +$154K +5,745 +2%
LIM
140
Leavell Investment Management
Alabama
$8.25M +$558K +20,850 +7%
GFP
141
Guardian Financial Partners
California
$8.17M +$175K +6,538 +2%
DC
142
Darrow Company
Massachusetts
$7.74M -$26K -972 -0.3%
FM
143
Foster & Motley
Ohio
$7.67M +$134K +5,010 +2%
GHI
144
Gross & Hartman Investments
Pennsylvania
$7.66M +$7.53M +281,585 New
RFA
145
Rollins Financial Advisors
New York
$7.57M +$11.9K +446 +0.2%
IA
146
Integrity Alliance
Iowa
$7.37M +$132K +4,934 +2%
BCG
147
Breakwater Capital Group
New Jersey
$7.29M +$4.01M +149,914 +127%
JAG
148
Journey Advisory Group
Kentucky
$7.03M -$99.7K -3,728 -1%
RTL
149
Red Tortoise LLC
Georgia
$6.97M -$61.7K -2,307 -0.9%
WWA
150
Wingate Wealth Advisors
Massachusetts
$6.68M +$131K +4,881 +2%