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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
PC
151
Payne Capital
Oregon
$6.59M +$14.7K +551 +0.2%
BWS
152
BFI Wealth Solutions
Texas
$6.52M +$6.41M +239,738 New
PJSIMP
153
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.44M -$287K -10,734 -4%
FWP
154
Flatrock Wealth Partners
California
$6.43M +$6.32M +236,281 New
CL
155
COWA LLC
Oklahoma
$6.26M +$2.67M +99,958 +77%
BAWC
156
Boyce & Associates Wealth Consulting
Texas
$6.24M +$122K +4,547 +2%
AWA
157
Argos Wealth Advisors
California
$6.2M +$6.1M +227,903 New
AC
158
Avant Capital
Louisiana
$6.18M +$118K +4,418 +2%
VP
159
Verum Partners
North Carolina
$5.98M -$637K -23,796 -10%
SC
160
Savant Capital
Illinois
$5.8M +$2.21M +82,765 +63%
EWA
161
EQ Wealth Advisors
Texas
$5.77M +$247K +9,232 +5%
BEAM
162
Baker Ellis Asset Management
Washington
$5.71M +$276K +10,301 +5%
PFPG
163
Pinnacle Financial Partners (Georgia)
Georgia
$5.59M +$5.49M +205,286 New
KWM
164
Kingsview Wealth Management
Oregon
$5.52M +$309K +11,557 +6%
IAS
165
IMA Advisory Services
Colorado
$5.5M +$5.41M +202,228 New
AWM
166
AE Wealth Management
Kansas
$5.48M +$454K +16,962 +9%
EWA
167
Exencial Wealth Advisors
Oklahoma
$5.28M +$150K +5,622 +3%
CFO
168
CVA Family Office
Colorado
$5.14M +$963 +36 +0%
DSA
169
Droms Strauss Advisors
Missouri
$5.12M +$16.4K +613 +0.3%
QCM
170
QRG Capital Management
Illinois
$5.03M +$385K +14,387 +8%
MPW
171
Magnolia Private Wealth
Pennsylvania
$4.92M -$540K -20,188 -10%
SHF
172
Stage Harbor Financial
Massachusetts
$4.9M
WMWM
173
Wilkins Miller Wealth Management
Alabama
$4.89M +$155K +5,797 +3%
AF
174
Allworth Financial
California
$4.84M +$172K +6,415 +4%
FFN
175
Focus Financial Network
Minnesota
$4.67M +$749K +27,984 +19%