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Schwab Fundamental US Large Company Index ETF

746 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: 695746 (+51)

3.38% more ownership

Funds ownership: 79.33%82.71% (+3.4%)

Holders
746
Holders Change
+51
Holders Change %
+7.34%
% of All Funds
9.08%
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
Creative Planning
26
Creative Planning
Kansas
$57.7M +$20M +748,062 +54%
Osaic Holdings
27
Osaic Holdings
Arizona
$56M -$5.94M -222,136 -10%
PAG
28
Private Advisor Group
New Jersey
$55.7M -$53.2K -1,988 -0.1%
BIA
29
Bell Investment Advisors
California
$54.8M -$1.32M -49,517 -2%
Corient Private Wealth
30
Corient Private Wealth
Florida
$53.5M +$28.5M +1,065,357 +118%
BWP
31
BlueStem Wealth Partners
Minnesota
$53.5M +$1.84M +68,756 +4%
HighTower Advisors
32
HighTower Advisors
Illinois
$52.7M +$2.65M +99,156 +5%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$50.3M +$2.34M +87,275 +5%
AA
34
Ashford Advisors
New York
$49.9M -$1.09M -40,787 -2%
PC
35
Prairiewood Capital
North Dakota
$49.6M +$2.6M +97,149 +6%
KHC
36
Koesten Hirschmann & Crabtree
Kansas
$46.7M -$3.37M -125,821 -7%
CPG
37
Cornerstone Planning Group
New Jersey
$44.2M +$41.8M +1,562,340 +839,968%
KCPG
38
Kavar Capital Partners Group
Kansas
$42.9M +$1.18M +43,999 +3%
LRIA
39
Leonard Rickey Investment Advisors
Washington
$40.3M +$926K +34,600 +2%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$39.9M +$2.09M +77,949 +5%
RCA
41
Resonant Capital Advisors
Wisconsin
$37.2M +$667K +24,946 +2%
BAM
42
Belpointe Asset Management
Nevada
$36.6M +$1.1M +40,963 +3%
FCA
43
Fortis Capital Advisors
Kansas
$36.6M +$1.1M +40,963 +3%
PWM
44
PTM Wealth Management
United States
$36.3M +$1.3M +48,505 +4%
TWM
45
Tanglewood Wealth Management
Texas
$35.8M +$2.5M +93,348 +8%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$33.1M -$18.3M -683,647 -36%
Mariner
47
Mariner
Kansas
$32.8M +$1.66M +61,875 +5%
GVAG
48
Great Valley Advisor Group
Delaware
$30.2M +$2.73M +102,143 +10%
PS
49
Planned Solutions
California
$28.6M -$375K -14,006 -1%
ES
50
Eagle Strategies
New York
$28.2M +$293K +10,948 +1%