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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
William Blair & Company
176
William Blair & Company
Illinois
$4.67M +$2.6M +97,222 +131%
GRP
177
Global Retirement Partners
California
$4.65M +$332K +12,423 +8%
SWM
178
Shakespeare Wealth Management
Wisconsin
$4.63M -$59.4K -2,220 -1%
BCA
179
Bay Colony Advisors
Massachusetts
$4.6M +$134K +5,001 +3%
NG
180
Novem Group
New York
$4.6M +$1.13M +42,073 +33%
YAIA
181
Yanni & Associates Investment Advisors
Pennsylvania
$4.57M +$4.5M +168,080 New
FWM
182
Foguth Wealth Management
Michigan
$4.5M +$4.39M +163,983 New
IC
183
IEQ Capital
California
$4.43M +$3.02K +113 +0.1%
TFS
184
Thoroughbred Financial Services
Tennessee
$4.4M -$253K -9,463 -6%
FFO
185
Fortitude Family Office
Arizona
$4.3M -$156K -5,825 -4%
BW
186
Bravera Wealth
North Dakota
$4.3M +$4.23M +158,004 New
Lido Advisors
187
Lido Advisors
California
$4.28M +$214K +7,986 +5%
CAM
188
Cidel Asset Management
Ontario, Canada
$4.22M -$701K -26,196 -14%
SFA
189
Sequoia Financial Advisors
Ohio
$4.18M +$115K +4,282 +3%
EH
190
Equitable Holdings
New York
$4.08M -$515K -19,245 -11%
MSFS
191
Main Street Financial Solutions
Pennsylvania
$4.06M +$853K +31,885 +27%
CA
192
Capital Advantage
California
$4.06M +$1.3M +48,529 +48%
TWP
193
Tempus Wealth Planning
California
$4.05M +$162K +6,056 +4%
JP Morgan Chase
194
JP Morgan Chase
New York
$4M +$215K +8,021 +6%
FFWA
195
FRG Family Wealth Advisors
Washington
$3.87M -$138K -5,143 -3%
FC
196
FCA Corp
Texas
$3.86M +$34.5K +1,288 +0.9%
CPA
197
Cathy Pareto & Associates
Florida
$3.84M +$264K +9,855 +8%
CWA
198
Clearview Wealth Advisors
Oregon
$3.74M +$4.55K +170 +0.1%
BFA
199
Blueprint Financial Advisors
North Carolina
$3.56M -$1.7M -63,624 -33%
BIP
200
Blueprint Investment Partners
North Carolina
$3.56M -$1.7M -63,624 -33%