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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
PWA
376
Principia Wealth Advisory
Texas
$667K -$180K -6,732 -22%
Thrivent Financial for Lutherans
377
Thrivent Financial for Lutherans
Minnesota
$667K +$346K +12,945 +113%
CAL
378
Capital Analysts LLC
Pennsylvania
$660K +$26.7K +997 +4%
MA
379
Montag & Associates
Georgia
$654K +$643K +24,050 New
KW
380
Keyvantage Wealth
Pennsylvania
$647K
IA
381
IFG Advisory
Georgia
$647K +$2.62K +98 +0.4%
LI
382
Lafayette Investments
Maryland
$646K
Baird Financial Group
383
Baird Financial Group
Wisconsin
$644K +$48.3K +1,804 +8%
BFA
384
Brown Financial Advisory
Alabama
$643K
MCM
385
Mengis Capital Management
Oregon
$642K +$33K +1,232 +6%
SWP
386
Stratos Wealth Partners
Ohio
$640K +$28.3K +1,056 +5%
CIAS
387
CFS Investment Advisory Services
New Jersey
$637K -$224K -8,374 -26%
CAM
388
Clark Asset Management
New Hampshire
$636K
CCM
389
Chilton Capital Management
Texas
$635K -$241 -9 -0%
TSS
390
Two Sigma Securities
New York
$615K +$605K +22,613 New
JFG
391
JMG Financial Group
Illinois
$612K +$124K +4,618 +26%
DACG
392
Donor Advised Charitable Giving
California
$609K +$2.65K +99 +0.4%
National Bank of Canada
393
National Bank of Canada
Quebec, Canada
$602K +$592K +22,120 New
NCM
394
Noesis Capital Mangement
Florida
$601K +$4.52K +169 +0.8%
BCM
395
Brookstone Capital Management
Illinois
$592K +$71.7K +2,678 +14%
LGWM
396
Litman Gregory Wealth Management
California
$582K
VWM
397
Vermillion Wealth Management
Minnesota
$581K +$571K +21,356 New
CAI
398
Capital Advisors Inc
Oklahoma
$576K +$36.8K +1,376 +7%
BFG
399
Bleakley Financial Group
New Jersey
$575K +$566K +21,148 New
IFG
400
Independent Financial Group
California
$575K -$129K -4,829 -19%