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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
CAG
551
Curtis Advisory Group
California
$255K -$32.9K -1,229 -12%
JFGIW
552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K
WIC
553
Woodmont Investment Counsel
Tennessee
$252K
AWA
554
Archvest Wealth Advisors
California
$252K +$508 +19 +0.2%
ADL
555
Asset Dedication LLC
California
$252K -$14.5K -542 -6%
CWM
556
Castle Wealth Management
Florida
$249K
EGA
557
E&G Advisors
Texas
$248K
CFG
558
Citizens Financial Group
Rhode Island
$248K
CFP
559
Catalyst Financial Partners
Massachusetts
$245K
SC
560
SouthState Corp
Florida
$244K -$60.1K -2,245 -20%
DAS
561
Diversify Advisory Services
Utah
$242K -$25K -934 -10%
AA
562
Ancora Advisors
Ohio
$240K +$190K +7,102 +415%
SF
563
Symphony Financial
Texas
$239K +$15.5K +578 +7%
NP
564
NorthRock Partners
Minnesota
$235K +$231K +8,642 New
SWM
565
SeaCrest Wealth Management
New York
$235K -$401 -15 -0.2%
AP
566
Americana Partners
Texas
$234K +$1.04K +39 +0.5%
BIAS
567
Beacon Investment Advisory Services
New Jersey
$233K +$229K +8,570 New
NEPWA
568
New England Private Wealth Advisors
Massachusetts
$231K +$13.6K +509 +6%
SAM
569
Summit Asset Management
Tennessee
$230K
MIM
570
Marco Investment Management
Georgia
$229K
TPA
571
Trivium Point Advisory
Connecticut
$228K -$13.6K -507 -6%
FMI
572
Financial Management Inc
Arkansas
$227K +$223K +8,330 New
HA
573
HC Advisors
Georgia
$226K
LWM
574
Luminvest Wealth Management
Arizona
$225K +$221K +8,259 New
AL
575
Aspiriant LLC
California
$223K