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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
VNA
301
Valley National Advisers
Pennsylvania
$1.31M -$74.7K -2,793 -5%
PFA
302
Perryman Financial Advisory
Texas
$1.31M +$1.29M +48,113 New
NFG
303
Nations Financial Group
Iowa
$1.29M -$323K -12,082 -20%
BFP
304
Birchwood Financial Partners
Minnesota
$1.29M +$1.26M +47,226 New
YIH
305
Y-Intercept (HK)
Hong Kong
$1.28M -$513K -19,186 -29%
AIM
306
AMI Investment Management
Indiana
$1.28M
BFA
307
Ballast Financial Advisors
Pennsylvania
$1.27M +$1.25M +46,782 New
RRA
308
Red Reef Advisors
Florida
$1.24M +$1.22M +45,750 New
S
309
SignatureFD
Georgia
$1.23M -$348 -13 -0%
GFP
310
Gryphon Financial Partners
Ohio
$1.23M +$141K +5,270 +13%
WWM
311
Western Wealth Management
Colorado
$1.21M +$658K +24,593 +123%
CIA
312
Capital Investment Advisors
Georgia
$1.21M +$231K +8,625 +24%
WPC
313
Wedmont Private Capital
Pennsylvania
$1.2M +$26.5K +992 +2%
FPH
314
Financial Planning Hawaii
Hawaii
$1.17M +$1.15M +42,816 New
MEG
315
Millstone Evans Group
Colorado
$1.16M +$1.14M +42,631 New
MWA
316
Medallion Wealth Advisors
Connecticut
$1.16M -$3.56K -133 -0.3%
KIA
317
KCM Investment Advisors
California
$1.15M
KCIC
318
Kuhn & Co Investment Counsel
Illinois
$1.14M +$99.2K +3,707 +10%
CNBTD
319
Citizens National Bank Trust Department
Mississippi
$1.11M +$92.7K +3,466 +9%
IWC
320
Integrated Wealth Concepts
Massachusetts
$1.08M -$1.28M -47,854 -55%
PFM
321
Phillips Financial Management
Indiana
$1.08M +$41.6K +1,554 +4%
IAN
322
Integrated Advisors Network
Texas
$1.04M +$225K +8,391 +28%
CFD
323
Creative Financial Designs
Indiana
$1.04M +$64.6K +2,414 +7%
AC
324
Apella Capital
Connecticut
$1.04M -$5.33K -199 -0.5%
MBI
325
May Barnhard Investments
Maryland
$1.02M -$9.47K -354 -0.9%