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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
SA
276
Sanctuary Advisors
Indiana
$1.64M -$8.05K -301 -0.5%
MWM
277
Modern Wealth Management
Kansas
$1.64M +$178K +6,653 +12%
HIM
278
Harbour Investment Management
Washington
$1.62M
Stifel Financial
279
Stifel Financial
Missouri
$1.61M +$76K +2,840 +5%
SSWM
280
Sheets Smith Wealth Management
North Carolina
$1.61M +$58.7K +2,195 +4%
LIA
281
LBMC Investment Advisors
Tennessee
$1.6M
NJIM
282
Nabity-Jensen Investment Management
Nebraska
$1.6M +$606K +22,660 +63%
IWM
283
IHT Wealth Management
Illinois
$1.55M +$59K +2,204 +4%
CPP
284
Capasso Planning Partners
South Carolina
$1.54M -$281K -10,508 -16%
BAMG
285
Brand Asset Management Group
Missouri
$1.53M +$38.4K +1,434 +3%
CPIG
286
Chicago Partners Investment Group
Illinois
$1.53M -$103K -3,866 -7%
DAM
287
Directional Asset Management
Illinois
$1.53M +$1.5M +56,074 New
SIC
288
Salem Investment Counselors
North Carolina
$1.51M -$107K -4,016 -7%
MCM
289
MidAtlantic Capital Management
Virginia
$1.51M +$119K +4,457 +9%
KWA
290
Kingswood Wealth Advisors
California
$1.48M -$129K -4,821 -8%
AA
291
Addison Advisors
Vermont
$1.47M -$37.5K -1,400 -3%
JCM
292
Jacobi Capital Management
Pennsylvania
$1.46M +$6.34K +237 +0.4%
AC
293
Avestar Capital
New York
$1.43M -$86K -3,216 -6%
WA
294
Waverly Advisors
Alabama
$1.41M +$21.6K +806 +2%
LFG
295
Larson Financial Group
Missouri
$1.39M -$283K -10,572 -17%
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$1.38M +$422K +15,767 +45%
WWA
297
WCG Wealth Advisors
Nevada
$1.36M -$280K -10,453 -17%
VAF
298
Values Added Financial
District of Columbia
$1.35M
AF
299
Advisornet Financial
Minnesota
$1.35M -$60.1K -2,245 -4%
BFG
300
Berger Financial Group
Minnesota
$1.32M +$1.45K +54 +0.1%