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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
Financial Engines Advisors
451
Financial Engines Advisors
California
$401K -$118K -4,417 -23%
Franklin Resources
452
Franklin Resources
California
$397K
CFS
453
CRA Financial Services
New Jersey
$396K +$41.3K +1,545 +12%
MWM
454
Mission Wealth Management
California
$396K -$265K -9,912 -41%
BB
455
Burford Brothers
Texas
$395K +$1.74K +65 +0.4%
MWM
456
Maridea Wealth Management
New York
$395K -$136K -5,071 -26%
W
457
WealthCollab
Washington
$391K +$384K +14,353 New
MFC
458
Morris Financial Concepts
South Carolina
$388K -$5.06K -189 -1%
VA
459
Vident Advisory
Georgia
$388K +$175K +6,546 +85%
EAM
460
Empirical Asset Management
Massachusetts
$387K -$4.17K -156 -1%
RDWM
461
Red Door Wealth Management
Tennessee
$386K -$107K -4,016 -22%
SCA
462
Sensenig Capital Advisors
Pennsylvania
$386K +$380K +14,187 New
NDSI
463
Newman Dignan & Sheerar Inc
Rhode Island
$384K -$8.72K -326 -2%
ECM
464
Evergreen Capital Management
Washington
$381K
DWP
465
Destiny Wealth Partners
Florida
$379K
SSWG
466
Seven Springs Wealth Group
Tennessee
$375K
ACM
467
Advisors Capital Management
New Jersey
$374K
WCFA
468
Walkner Condon Financial Advisors
Wisconsin
$372K +$19.4K +726 +6%
SFWA
469
Summit Financial Wealth Advisors
Louisiana
$369K +$43.1K +1,610 +13%
MSA
470
Marino Stram & Associates
Massachusetts
$369K +$803 +30 +0.2%
WT
471
Whittier Trust
California
$367K
TC
472
Trilogy Capital
California
$366K +$360K +13,457 New
GJIA
473
Glass Jacobson Investment Advisors
Maryland
$364K -$37.9K -1,416 -10%
IA
474
Invested Advisors
Pennsylvania
$364K +$118K +4,400 +49%
NWM
475
Nova Wealth Management
Florida
$362K -$11.6K -433 -3%