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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
BM
51
Berman McAleer
Maryland
$27.1M +$305K +11,413 +1%
OFG
52
Oxford Financial Group
Indiana
$26.3M -$417K -15,581 -2%
BCWM
53
Bartlett & Co Wealth Management
Ohio
$25.4M -$482K -18,021 -2%
MWP
54
Moller Wealth Partners
$25.2M -$325K -12,152 -1%
AWM
55
Allen Wealth Management
North Carolina
$25M -$1.38M -51,670 -5%
SFS
56
Solitude Financial Services
Virginia
$25M -$553K -20,672 -2%
DC
57
Davenport & Co
Virginia
$24.9M +$2.41M +90,138 +11%
PPW
58
Pasadena Private Wealth
California
$24.9M +$10.2M +379,498 +71%
FSG
59
Financial Strategies Group
Michigan
$24.7M +$252K +9,420 +1%
HTC
60
Haverford Trust Company
Pennsylvania
$23.8M +$52.1K +1,949 +0.2%
MFG
61
Merit Financial Group
Georgia
$23.7M +$14M +522,654 +150%
TCM
62
TruNorth Capital Management
Michigan
$23.7M +$1.83M +68,359 +9%
CPC
63
Consolidated Planning Corp
Georgia
$23M +$58.8K +2,198 +0.3%
CAC
64
Certified Advisory Corp
Florida
$22.8M +$757K +28,287 +3%
RCM
65
Richardson Capital Management
Wisconsin
$22.1M -$1.61M -60,007 -7%
UFAC
66
Urban Financial Advisory Corp
Illinois
$21.6M +$2.45M +91,536 +13%
NRI
67
NFP Retirement Inc
California
$21.2M +$13.6M +508,473 +188%
FCM
68
Firestone Capital Management
Florida
$20.9M +$81.3K +3,038 +0.4%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$20.5M -$6.72M -251,112 -25%
WTA
70
Washington Trust Advisors
Massachusetts
$20.5M -$120K -4,479 -0.6%
YAL
71
Your Advocates Ltd
Texas
$20.3M -$372K -13,912 -2%
EWP
72
Elevation Wealth Partners
California
$20.1M -$187K -6,987 -0.9%
NCM
73
Northland Capital Management
Minnesota
$19.5M +$4.29M +160,326 +29%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$19.5M -$344K -12,839 -2%
CWM
75
Cabot Wealth Management
Massachusetts
$19.2M +$1.15M +42,925 +6%