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Schwab Fundamental US Large Company Index ETF

745 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, 313 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: 313 | 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: 695745 (+50)

3.37% more ownership

Funds ownership: 79.33%82.7% (+3.4%)

Holders
745
Holders Change
+50
Holders Change %
+7.19%
% of All Funds
9.07%
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
313
Reduced
177
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$11.2B +$113M +4,241,879 +1%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$582M +$117M +4,370,263 +26%
ML
3
McAdam LLC
Pennsylvania
$250M +$11.5M +428,778 +5%
BFA
4
Boulay Financial Advisors
Minnesota
$248M +$9.46M +353,656 +4%
Ameriprise
5
Ameriprise
Minnesota
$231M +$31.5M +1,177,857 +16%
KeyBank National Association
6
KeyBank National Association
Ohio
$226M +$221M +8,266,612 +32,897%
SEIA
7
Signature Estate & Investment Advisors
California
$218M +$4.06M +151,765 +2%
SCM
8
Steele Capital Management
Iowa
$166M +$1.67M +62,294 +1%
Morgan Stanley
9
Morgan Stanley
New York
$142M +$8.6M +321,287 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$140M -$27.1M -1,012,283 -16%
LPL Financial
11
LPL Financial
California
$140M +$16M +598,218 +13%
GWS
12
Glassman Wealth Services
Virginia
$127M +$3.5K +131 +0%
NB
13
Northwest Bancshares
Pennsylvania
$111M -$46.6M -1,739,909 -30%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$103M +$6.63M +247,824 +7%
AC
15
AlphaCore Capital
California
$95M -$2.77M -103,662 -3%
QCG
16
Quadrant Capital Group
Ohio
$85.5M
Bank of America
17
Bank of America
North Carolina
$85.2M +$1.14M +42,476 +1%
CST
18
Charles Schwab Trust
Nevada
$84.6M +$1.54M +57,710 +2%
GAM
19
Gemmer Asset Management
California
$72.1M -$254K -9,505 -0.4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$68.8M +$65.5M +2,448,747 +3,064%
CCMG
21
Clark Capital Management Group
Pennsylvania
$67M -$8.54M -319,258 -11%
RWM
22
Reston Wealth Management
Virginia
$64.8M +$923K +34,492 +1%
KLI
23
Kelman-Lazarov Inc
Tennessee
$64.1M +$287K +10,709 +0.5%
UBS Group
24
UBS Group
Switzerland
$63.7M -$5.36M -200,452 -8%
LF
25
Lee Financial
Texas
$63.2M -$1.45M -54,358 -2%