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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
PCM
76
Pennsylvania Capital Management
Pennsylvania
$18.3M +$8.06M +301,335 +81%
Raymond James Financial
77
Raymond James Financial
Florida
$17.9M +$1.68M +62,821 +11%
EF
78
Envision Financial
Wisconsin
$17.8M +$1.2M +44,861 +7%
USCWA
79
U.S. Capital Wealth Advisors
Texas
$17.3M +$293K +10,945 +2%
VH
80
VVR Holdings
Washington
$17.3M +$17M +634,387 New
CFA
81
Cahill Financial Advisors
Minnesota
$17M +$5.6M +209,444 +33%
MCM
82
MAI Capital Management
Ohio
$16.8M +$4.23M +158,115 +35%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$16.7M +$11.9M +445,614 +267%
SIP
84
Sellwood Investment Partners
Oregon
$16.6M +$344K +12,865 +2%
WPIC
85
White Pine Investment Company
Michigan
$16M +$18.9K +707 +0.1%
PS
86
Principal Securities
Iowa
$16M -$2.47M -92,215 -14%
EWA
87
EP Wealth Advisors
California
$15.9M +$15.6M +584,018 New
AA
88
Aufman Associates
Pennsylvania
$15.6M +$12.8M +477,083 +489%
TWM
89
Tradition Wealth Management
Minnesota
$15.6M +$237K +8,860 +2%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$15.5M -$2.09M -78,158 -12%
SWA
91
Strata Wealth Advisors
Texas
$15.1M -$396K -14,799 -3%
AAS
92
Asset Allocation Strategies
Michigan
$15M +$740K +27,675 +5%
WFL
93
Wealth Forward LLC
North Dakota
$14.9M +$58.1K +2,172 +0.4%
WF
94
Williams Financial
Vermont
$14.7M +$14.5M +541,764 New
Cerity Partners
95
Cerity Partners
New York
$14.4M -$265K -9,913 -2%
Goldman Sachs
96
Goldman Sachs
New York
$13.6M +$13M +485,924 +3,687%
IIC
97
Ironwood Investment Counsel
Arizona
$13.4M +$375K +14,032 +3%
GAM
98
Gotham Asset Management
New York
$13.2M +$565K +21,108 +5%
ACS
99
Archford Capital Strategies
Illinois
$13.2M -$1.54M -57,608 -11%
OWM
100
Opes Wealth Management
California
$13M -$21.5K -805 -0.2%