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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
AAS
426
Ameritas Advisory Services
Nebraska
$475K -$835K -31,215 -64%
JIC
427
Joel Isaacson & Co
New York
$473K +$1.02K +38 +0.2%
AO
428
Advisor OS
Illinois
$471K -$41.4K -1,547 -8%
AWM
429
Abound Wealth Management
Tennessee
$471K -$39.6K -1,479 -8%
SBWIC
430
Schaper Benz & Wise Investment Counsel
Wisconsin
$470K +$52.9K +1,978 +13%
KPWS
431
Kestra Private Wealth Services
Texas
$468K +$167K +6,251 +57%
BSTWA
432
Blake Schutter Theil Wealth Advisors
Ohio
$465K
TCWM
433
Total Clarity Wealth Management
Illinois
$456K -$18.3K -684 -4%
IAA
434
Independent Advisor Alliance
North Carolina
$454K +$7.36K +275 +2%
EFG
435
Embree Financial Group
Illinois
$453K -$5K -187 -1%
Koshinski Asset Management
436
Koshinski Asset Management
Illinois
$445K -$24.2K -904 -5%
SSWM
437
Smith Salley Wealth Management
North Carolina
$433K +$105K +3,924 +33%
TA
438
Tactive Advisors
Florida
$431K +$424K +15,830 New
Members Trust
439
Members Trust
Florida
$429K
WA
440
WESPAC Advisors
California
$426K +$107 +4 +0%
BW
441
BIP Wealth
Georgia
$426K +$268 +10 +0.1%
DWM
442
Darwin Wealth Management
Florida
$421K +$4.6K +172 +1%
AssetMark Inc
443
AssetMark Inc
California
$420K +$10.9K +408 +3%
RFP
444
Root Financial Partners
California
$420K +$183K +6,824 +79%
RFC
445
Regions Financial Corp
Alabama
$412K -$37.8K -1,412 -9%
CW
446
Channel Wealth
California
$410K -$345K -12,895 -46%
PP
447
Patten & Patten
Tennessee
$409K
PCIA
448
Prime Capital Investment Advisors
Kansas
$403K -$25K -935 -6%
BH
449
Burk Holdings
Oklahoma
$401K -$103K -3,836 -21%
GC
450
Grimes & Company
Massachusetts
$401K -$9.58K -358 -2%