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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
MSWA
651
Marshall & Sterling Wealth Advisors
New York
$56.7K +$214 +8 +0.4%
DF
652
Dunhill Financial
United Kingdom
$55.8K
MJRIC
653
Mogy Joel R Investment Counsel
California
$53.6K -$6.74K -252 -11%
TFGT
654
TS Financial Group (TSFG)
Illinois
$52K -$6.26K -234 -11%
PWMG
655
Private Wealth Management Group
New Jersey
$51.4K -$22.4K -837 -31%
PB
656
Pinnacle Bancorp
Nebraska
$50.8K -$12.6K -470 -20%
PPL
657
Planning Project LLC
Texas
$50.1K +$49.3K +1,842 New
GK
658
Graney & King
New York
$49.6K
SAG
659
SageView Advisory Group
California
$45.3K +$44.5K +1,664 New
BWL
660
Bogart Wealth LLC
Virginia
$44.2K
UBS AM
661
UBS AM
Illinois
$41.6K +$40.9K +1,530 New
RG
662
RHL Group
Michigan
$40.8K +$40.1K +1,500 New
KBFS
663
Kohmann Bosshard Financial Services
Ohio
$39K +$38.4K +1,434 New
DI
664
DAGCO Inc
Ohio
$38.8K +$161 +6 +0.4%
PS
665
Pinney & Scofield
Massachusetts
$38.5K +$134 +5 +0.4%
FIM
666
FWL Investment Management
Texas
$37.7K -$6.13K -229 -14%
CIAS
667
Capital Investment Advisory Services
North Carolina
$37K +$16.5K +615 +83%
KFI
668
Key Financial Inc
Pennsylvania
$36.6K
GWSA
669
Global Wealth Strategies & Associates
Colorado
$35.7K -$4.09K -153 -10%
RMP
670
Richards, Merrill & Peterson
Washington
$34.9K
FCG
671
Financial Connections Group
California
$33K -$122K -4,564 -79%
BTI
672
Blue Trust Inc
Georgia
$32.8K -$187K -6,978 -85%
MFP
673
Meramec Financial Planners
Missouri
$31.5K +$28.9K +1,080 New
CIA
674
Cape Investment Advisory
Georgia
$31.2K +$30.6K +1,145 New
WWM
675
Woodside Wealth Management
Massachusetts
$30.1K +$1.74K +65 +6%