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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
CCP
101
Clarkston Capital Partners
Michigan
$12.9M +$6.91M +258,201 +119%
BWM
102
BCS Wealth Management
Tennessee
$12.8M +$7.79M +291,280 +163%
TS
103
TradeWell Securities
Indiana
$12.7M +$340M +12,721,524 New
AFS
104
Access Financial Services
Minnesota
$12.5M +$185K +6,911 +2%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$12.4M +$806K +30,128 +7%
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$12.2M +$393K +14,677 +3%
MML Investors Services
107
MML Investors Services
Massachusetts
$12.1M +$2.41M +90,201 +25%
SFP
108
Sterling Financial Planning
New Jersey
$11.8M +$228K +8,507 +2%
JESC
109
J.E. Simmons & Co
Texas
$11.6M +$11.4M +426,178 New
NHC
110
Nicholas Hoffman & Company
Georgia
$11.6M +$331K +12,371 +3%
QCM
111
Quantinno Capital Management
New York
$11.5M +$2.96M +110,472 +36%
NMCM
112
Nicholson Meyer Capital Management
Missouri
$11.4M +$157K +5,863 +1%
TWM
113
Timmons Wealth Management
Massachusetts
$11.2M +$11M +411,874 New
PCA
114
Pallas Capital Advisors
Massachusetts
$11.1M -$8.88K -332 -0.1%
AIM
115
Alhambra Investment Management
Florida
$11.1M +$77K +2,878 +0.7%
CPCP
116
Cedar Point Capital Partners
Iowa
$11.1M -$464K -17,324 -4%
EWP
117
Equity Wealth Partners
Missouri
$10.9M +$5.74M +214,525 +115%
AT
118
American Trust
Kentucky
$10.7M -$231K -8,646 -2%
HWP
119
Highline Wealth Partners
California
$10.5M +$260K +9,719 +3%
LFA
120
Legend Financial Advisors
Pennsylvania
$10.4M +$696 +26 +0%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$10.3M +$2.25M +84,030 +28%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$10.3M +$566K +21,162 +6%
AFA
123
Arlington Financial Advisors
California
$10.2M -$71.6K -2,675 -0.7%
LTL
124
Lowery Thomas LLC
California
$9.99M -$131K -4,895 -1%
BVP
125
Bristlecone Value Partners
California
$9.81M +$9.64M +360,410 New