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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 110 funds opening new positions, 314 increasing their positions, 177 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 110 | 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: 695747 (+52)

3.38% more ownership

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

Holders
747
Holders Change
+52
Holders Change %
+7.48%
% 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
110
Increased
314
Reduced
177
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
476
CGN Advisors
Kansas
$361K -$35.3K -1,320 -9%
CAM
477
Cresset Asset Management
Illinois
$361K +$95.5K +3,568 +37%
TYCC
478
Texas Yale Capital Corp
Florida
$359K
FWM
479
Fingerlakes Wealth Management
New York
$358K +$110K +4,102 +45%
WAM
480
Weatherly Asset Management
California
$358K +$352K +13,142 New
CICC
481
Capital Investment Counsel (Colorado)
Colorado
$356K +$27.8K +1,038 +9%
MWM
482
Modera Wealth Management
New Jersey
$356K -$13.8K -515 -4%
WAS
483
Westco Advisory Services
New York
$356K +$350K +13,073 New
FFG
484
Fiduciary Financial Group
California
$356K +$350K +13,073 New
SFG
485
Sovereign Financial Group
Connecticut
$354K -$2.52K -94 -0.7%
FWCM
486
Ferguson Wellman Capital Management
Oregon
$353K
PCMC
487
Paragon Capital Management (Colorado)
Colorado
$352K
VA
488
VestGen Advisors
Illinois
$350K +$344K +12,871 New
HKIMG
489
Hutchens & Kramer Investment Management Group
Indiana
$349K -$30.4K -1,136 -8%
AWAG
490
ARS Wealth Advisors Group
Florida
$348K
MA
491
MCF Advisors
Kentucky
$348K +$883 +33 +0.3%
WCA
492
Westover Capital Advisors
Delaware
$348K +$1.12K +42 +0.3%
BFC
493
Bedel Financial Consulting
Indiana
$347K +$341K +12,750 New
RWIA
494
Roger Wittlin Investment Advisory
California
$343K +$337K +12,591 New
MFWP
495
Mosaic Family Wealth Partners
Missouri
$342K +$1.5K +56 +0.4%
CCG
496
Coastwise Capital Group
California
$342K +$1.23K +46 +0.4%
LSWP
497
Liberty Square Wealth Partners
Pennsylvania
$341K
WJWM
498
Williams Jones Wealth Management
New York
$341K +$38.2K +1,428 +13%
Natixis Advisors
499
Natixis Advisors
Massachusetts
$340K +$335K +12,507 New
AFP
500
ATX Financial Planning
Texas
$339K +$333K +12,456 New