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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
DM
326
Diversified Management
Wisconsin
$1.02M +$1M +37,466 New
CA
327
Continuum Advisory
Idaho
$1.01M +$45.8K +1,712 +5%
FCH
328
Freestone Capital Holdings
Washington
$1M +$53.9K +2,016 +6%
SFG
329
Sage Financial Group
Pennsylvania
$1M
LFS
330
Legacy Financial Strategies
Kansas
$1M +$10.3K +385 +1%
SYBT
331
Stock Yards Bank & Trust
Kentucky
$999K +$9.2K +344 +0.9%
SHGA
332
Sand Hill Global Advisors
California
$990K +$295K +11,028 +43%
SFO
333
Stokes Family Office
Louisiana
$986K -$990K -37,014 -51%
CCA
334
Clarity Capital Advisors
Florida
$978K +$4.28K +160 +0.4%
CPA
335
Clear Point Advisors
New York
$973K -$82K -3,064 -8%
BFP
336
Beacon Financial Planning
Massachusetts
$959K +$535 +20 +0.1%
CIC
337
Cutler Investment Counsel
Oregon
$949K +$933K +34,886 New
HWMO
338
Heritage Wealth Management (Ohio)
Ohio
$941K +$40.1K +1,499 +5%
Betterment LLC
339
Betterment LLC
New York
$931K +$20.1K +753 +2%
AFP
340
Ausdal Financial Partners
Iowa
$899K +$45.1K +1,686 +5%
JIC
341
Johnson Investment Counsel
Ohio
$899K +$146K +5,451 +20%
PWM
342
Platt Wealth Management
California
$897K +$882K +32,979 New
NSG
343
Nalls Sherbakoff Group
Tennessee
$878K -$604K -22,590 -41%
HWM
344
HRC Wealth Management
Idaho
$869K -$1.42K -53 -0.2%
ACA
345
Aptus Capital Advisors
Alabama
$850K -$23.7K -886 -3%
AWM
346
Axxcess Wealth Management
California
$840K +$399K +14,899 +93%
CWA
347
Crusonia Wealth Advisors
Colorado
$834K +$820K +30,652 New
RWP
348
Revolve Wealth Partners
New Jersey
$825K -$26.6K -996 -3%
HIP
349
HUB Investment Partners
Texas
$823K +$54K +2,019 +7%
Northern Trust
350
Northern Trust
Illinois
$819K +$145K +5,409 +22%