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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
HI
401
Harbour Investments
Wisconsin
$572K -$812K -30,345 -59%
Envestnet Portfolio Solutions
402
Envestnet Portfolio Solutions
Illinois
$572K +$11.4K +425 +2%
Empower Advisory Group
403
Empower Advisory Group
Colorado
$570K -$714K -26,689 -56%
CW
404
CreativeOne Wealth
Kansas
$566K -$25.3K -944 -4%
FEG
405
Fund Evaluation Group
Ohio
$564K +$554K +20,721 New
PA
406
Parallel Advisors
California
$562K -$438K -16,354 -44%
WP
407
WealthPLAN Partners
Nebraska
$559K -$10.3K -386 -2%
DC
408
Dahring Cusmano
Michigan
$556K -$5.67K -212 -1%
SWGC
409
Summit Wealth Group (Colorado)
Colorado
$546K +$476K +17,790 +783%
JLBC
410
J.L. Bainbridge & Co
Florida
$538K -$45.4K -1,695 -8%
PAW
411
Plan A Wealth
Nebraska
$534K -$4.23K -158 -0.8%
VCM
412
Vivaldi Capital Management
Illinois
$533K +$214 +8 +0%
WG
413
Welch Group
Alabama
$532K
DWM
414
Destination Wealth Management
California
$528K +$180K +6,715 +53%
MT
415
Midwest Trust
Kansas
$527K +$4.98K +186 +1%
DAS
416
Dynamic Advisor Solutions
Arizona
$497K -$2.33K -87 -0.5%
TCM
417
Traub Capital Management
Massachusetts
$497K +$18.5K +690 +4%
RIA
418
Regal Investment Advisors
Michigan
$493K +$22K +823 +5%
TFA
419
Tobias Financial Advisors
Florida
$487K
IIA
420
Integrity Investment Advisors
Colorado
$484K +$476K +17,799 New
PNC Financial Services Group
421
PNC Financial Services Group
Pennsylvania
$481K +$49.4K +1,845 +12%
WI
422
Westbourne Investments
Virginia
$479K -$341K -12,744 -42%
GAA
423
Global Assets Advisory
Florida
$479K -$59.4K -2,220 -11%
MG
424
Mather Group
Illinois
$475K
ACP
425
Argyle Capital Partners
California
$475K