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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
WIP
251
WealthCare Investment Partners
Rhode Island
$2.12M -$251K -9,389 -11%
CAG
252
Csenge Advisory Group
Florida
$2.08M +$954K +35,646 +88%
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$2.05M +$311K +11,633 +18%
SPWM
254
Schrum Private Wealth Management
Florida
$2.04M +$20.3K +758 +1%
MA
255
Mezzasalma Advisors
New Jersey
$2M +$350K +13,089 +20%
BWM
256
Briggs Wealth Management
Connecticut
$1.99M +$1.96M +73,318 New
PWPS
257
Pinnacle Wealth Planning Services
Ohio
$1.91M -$31.5K -1,176 -2%
AV
258
Aspiring Ventures
Ohio
$1.89M -$11.8K -441 -0.6%
FHA
259
Flagship Harbor Advisors
Massachusetts
$1.88M +$52.7K +1,968 +3%
KFP
260
KMG Fiduciary Partners
Ohio
$1.88M +$26.7K +997 +1%
HAP
261
Harbor Asset Planning
Massachusetts
$1.84M +$11.3K +423 +0.6%
AWM
262
Angeles Wealth Management
California
$1.84M
AOWM
263
Alpha Omega Wealth Management
Virginia
$1.82M +$583K +21,771 +48%
MWA
264
Midland Wealth Advisors
Illinois
$1.82M +$3.8K +142 +0.2%
BC
265
Bulwark Capital
Florida
$1.8M -$490K -18,327 -22%
BPC
266
Bearing Point Capital
Minnesota
$1.79M -$202K -7,546 -10%
Vanguard Group
267
Vanguard Group
Pennsylvania
$1.78M +$371K +13,883 +27%
FSWA
268
Financial Synergies Wealth Advisors
Texas
$1.78M +$15K +562 +0.9%
HG
269
Harbor Group
New Hampshire
$1.77M +$14.8K +554 +0.9%
CIC
270
Carnegie Investment Counsel
Ohio
$1.75M +$199K +7,441 +13%
YWM
271
Yoder Wealth Management
California
$1.75M
WA
272
Whipplewood Advisors
Colorado
$1.71M -$23.3K -870 -1%
FPAS
273
Focus Partners Advisor Solutions
Missouri
$1.7M +$280K +10,463 +20%
MA
274
McGrath & Associates
North Carolina
$1.66M -$54.4K -2,033 -3%
MAM
275
Madison Asset Management
Wisconsin
$1.65M