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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
CA
201
Cambridge Advisors
Nebraska
$3.54M -$5.11K -191 -0.1%
Wells Fargo
202
Wells Fargo
California
$3.51M +$166K +6,210 +5%
RBWA
203
RFG - Bristol Wealth Advisors
Massachusetts
$3.45M +$114K +4,244 +3%
SHFC
204
Safe Harbor Family Capital
North Carolina
$3.43M +$3.38M +126,145 New
LPAM
205
Lodestar Private Asset Management
California
$3.41M -$48K -1,794 -1%
IA
206
IFP Advisors
Florida
$3.29M +$703K +26,290 +28%
BCI
207
Brinker Capital Investments
Pennsylvania
$3.28M +$199K +7,419 +7%
NCM
208
Next Capital Management
New York
$3.27M +$403K +15,069 +14%
AWM
209
Aberdeen Wealth Management
Illinois
$3.27M +$712K +26,611 +28%
MWM
210
Meridian Wealth Management
Kentucky
$3.25M +$214 +8 +0%
VT
211
Vise Technologies
New York
$3.25M +$2.69M +100,655 +536%
WF
212
Warner Financial
Maryland
$3.23M +$129K +4,811 +4%
BPA
213
Beacon Pointe Advisors
California
$3.18M +$117K +4,368 +4%
EWM
214
Empirical Wealth Management
Washington
$3.17M +$64K +2,391 +2%
PFS
215
Prospera Financial Services
Texas
$3.13M +$2.73K +102 +0.1%
P
216
&Partners
Tennessee
$3.12M -$167K -6,260 -5%
PWM
217
Prosperity Wealth Management
California
$3.1M +$891K +33,293 +41%
FFA
218
Farther Finance Advisors
California
$2.97M +$2.02M +75,633 +227%
PG
219
Prostatis Group
Maryland
$2.96M +$454K +16,977 +18%
REMPR
220
Roof Eidam Maycock Peralta (REMP)
California
$2.96M -$199K -7,454 -6%
SAI
221
Savvy Advisors Inc
New York
$2.93M -$295K -11,016 -9%
BlackRock
222
BlackRock
New York
$2.87M +$445K +16,638 +19%
VA
223
Valmark Advisers
Ohio
$2.87M +$1.57M +58,822 +126%
PWM
224
Perigon Wealth Management
California
$2.84M -$157K -5,879 -5%
SWA
225
Sax Wealth Advisors
New Jersey
$2.84M +$2.52M +94,125 +932%