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Schwab Fundamental US Large Company Index ETF

747 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: 696747 (+51)

3.38% more ownership

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

Holders
747
Holders Change
+51
Holders Change %
+7.33%
% of All Funds
9.09%
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
CCAM
226
Cascades Capital Asset Management
North Carolina
$2.8M +$140K +5,235 +5%
WCM
227
Whitener Capital Management
North Carolina
$2.76M +$18.5K +690 +0.7%
KPP
228
Kings Path Partners
Texas
$2.74M +$417K +15,602 +18%
WFA
229
Wellspring Financial Advisors
Ohio
$2.73M +$2.02M +75,583 +304%
WANY
230
Wealthspire Advisors (New York)
New York
$2.72M -$2.77M -103,485 -51%
SWMG
231
Stillwater Wealth Management Group
Florida
$2.69M +$2.65M +98,970 New
STFP
232
Signal Tree Financial Partners
Ohio
$2.67M
AWE
233
Avidian Wealth Enterprises
Texas
$2.59M -$2.47M -92,218 -49%
ASN
234
Advisory Services Network
Georgia
$2.59M +$49.5K +1,851 +2%
Truist Financial
235
Truist Financial
North Carolina
$2.54M +$340K +12,707 +16%
PA
236
PFG Advisors
Arizona
$2.49M -$73.5K -2,747 -3%
APW
237
Austin Private Wealth
Texas
$2.48M -$16K -598 -0.7%
JBA
238
Johnson Bixby & Associates
Washington
$2.47M +$20.6K +769 +0.9%
BBHC
239
Brown Brothers Harriman & Co
New York
$2.42M +$99.6K +3,721 +4%
NA
240
NewEdge Advisors
Louisiana
$2.4M +$195K +7,295 +9%
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$2.39M +$2.35M +87,695 New
MPW
242
MASECO Private Wealth
$2.36M +$2.32M +86,591 New
RWM
243
Riverchase Wealth Management
Texas
$2.34M
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$2.3M +$112K +4,169 +5%
AAG
245
Asset Advisory Group
New Jersey
$2.2M +$2.16M +80,816 New
RWRC
246
R.W. Roge & Company
New York
$2.2M -$31.3K -1,170 -1%
WP
247
Westmount Partners
California
$2.17M -$2.84K -106 -0.1%
WEG
248
World Equity Group
Illinois
$2.13M +$70.8K +2,647 +3%
AWA
249
Arete Wealth Advisors
Illinois
$2.13M -$9.08M -339,352 -81%
VFA
250
Valeo Financial Advisors
Indiana
$2.12M -$381K -14,226 -15%