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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
501
Clearstead Advisors
Ohio
$337K +$203K +7,600 +159%
EFG
502
Everhart Financial Group
Ohio
$335K +$330K +12,328 New
WIA
503
World Investment Advisors
California
$331K +$326K +12,175 New
SEP
504
Signature Equity Partners
Ohio
$328K +$323K +12,067 New
AC
505
Anson Capital
Georgia
$327K
MMA
506
Miracle Mile Advisors
California
$324K +$36.3K +1,358 +13%
SHFA
507
SC&H Financial Advisors
Maryland
$321K +$1.39K +52 +0.4%
SEI Investments
508
SEI Investments
Pennsylvania
$318K +$313K +11,686 New
KL
509
Keenan LLC
Massachusetts
$315K +$310K +11,570 New
IRP
510
Investment Research Partners
Pennsylvania
$309K
BFA
511
Bragg Financial Advisors
North Carolina
$307K
OSAM
512
O'Shaughnessy Asset Management
Connecticut
$306K -$21.6K -809 -7%
CP
513
Creekside Partners
California
$305K
SB
514
Simmons Bank
Arkansas
$301K
ACA
515
Ackerman Capital Advisors
Texas
$301K
AA
516
Auxano Advisors
Washington
$301K +$78.3K +2,928 +36%
SWP
517
Sagespring Wealth Partners
Tennessee
$300K +$1.31K +49 +0.4%
CRC
518
Curi RMB Capital
Illinois
$299K +$18.4K +686 +7%
WS
519
Wedbush Securities
California
$296K +$54.7K +2,046 +23%
PA
520
Procyon Advisors
Connecticut
$296K
PWW
521
Pettyjohn Wood & White
Virginia
$296K +$17.2K +643 +6%
IFA
522
Index Fund Advisors
California
$295K
KNFPWM
523
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$295K +$290K +10,839 New
IWAO
524
Independence Wealth Advisors (Ohio)
Ohio
$294K +$289K +10,800 New
ZF
525
Zhang Financial
Michigan
$294K +$43K +1,608 +17%