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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
RF
701
Rossby Financial
Florida
$15.2K
AAP
702
Arax Advisory Partners
Colorado
$14.4K +$14.2K +530 New
MSFP
703
Mark Sheptoff Financial Planning
Connecticut
$14.1K
CMP
704
Coston McIsaac & Partners
Maine
$14K
GCM
705
Gunpowder Capital Management
Maryland
$13.8K +$13.6K +507 New
SRCM
706
Signature Resources Capital Management
California
$13.7K
FGAM
707
Financial Gravity Asset Management
Texas
$13.3K
MCA
708
Maryland Capital Advisors
Maryland
$12.5K
SWP
709
Strategic Wealth Partners
Ohio
$12K
AIA
710
Armor Investment Advisors
North Carolina
$12K +$11.8K +440 New
CFS
711
CGC Financial Services
Oregon
$11.8K
TCOV
712
Trust Company of Vermont
Vermont
$11.7K
IRC
713
Investors Research Corp
Georgia
$11.6K
TCM
714
TD Capital Management
Tennessee
$11.4K +$54 +2 +0.5%
RA
715
Ransom Advisory
Rhode Island
$10.1K +$9.95K +372 New
DPW
716
DiNuzzo Private Wealth
Pennsylvania
$10K
CTC
717
Central Trust Company
Missouri
$9.47K
HPIA
718
Hamilton Point Investment Advisors
North Carolina
$9.47K
HFS
719
Hantz Financial Services
Michigan
$9K +$4.5K +168 +112%
GWS
720
Greykasell Wealth Strategies
California
$8.9K
WAG
721
Wiser Advisor Group
Arizona
$8.76K +$54 +2 +0.6%
MMCM
722
Murphy & Mullick Capital Management
New York
$8.49K
EWA
723
EverSource Wealth Advisors
Alabama
$8.16K
GWM
724
Greenline Wealth Management
Florida
$7.84K +$7.71K +288 New
HCM
725
Hollencrest Capital Management
California
$7.75K