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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
CT
351
Colonial Trust
South Carolina
$811K
SPIA
352
Steward Partners Investment Advisory
New York
$803K -$41.4K -1,546 -5%
Janney Montgomery Scott
353
Janney Montgomery Scott
Pennsylvania
$801K +$14.5K +542 +2%
AP
354
Appleton Partners
Massachusetts
$797K
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$784K +$258K +9,645 +50%
KA
356
KLCM Advisors
Wisconsin
$764K +$751K +28,072 New
MGIA
357
Moneta Group Investment Advisors
Missouri
$763K +$489K +18,290 +187%
CA
358
CoreCap Advisors
Michigan
$762K -$353K -13,201 -32%
MS
359
Monetary Solutions
Ohio
$760K +$747K +27,916 New
EAM
360
Evanson Asset Management
California
$748K +$28K +1,048 +4%
WAT
361
Wealth Advisory Team
Kentucky
$747K +$735K +27,466 New
SIM
362
Studio Investment Management
Illinois
$747K +$18.4K +689 +3%
SPC
363
Sigma Planning Corp
Michigan
$745K -$271K -10,144 -27%
TIAA Trust, National Association
364
TIAA Trust, National Association
North Carolina
$739K +$55K +2,056 +8%
HR
365
Howe & Rusling
New York
$737K +$10.2K +381 +1%
US Bancorp
366
US Bancorp
Minnesota
$732K +$10.5K +392 +1%
LKBC
367
L.K. Benson & Company
Maryland
$724K -$134 -5 -0%
FWI
368
Facet Wealth Inc
Maryland
$709K +$36.3K +1,355 +6%
BIG
369
Builder Investment Group
Georgia
$691K
PAYA
370
Phil A. Younker & Associates
Alaska
$689K
TGAM
371
TBH Global Asset Management
Tennessee
$687K +$487K +18,213 New
HWM
372
HB Wealth Management
Georgia
$681K +$38.3K +1,432 +6%
TPI
373
Trust Point Inc
Wisconsin
$679K
SOS
374
Silver Oak Securities
Tennessee
$673K +$231K +8,635 +54%
CNTOF
375
Canandaigua National Trust of Florida
New York
$668K +$284K +10,620 +76%