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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

623 hedge funds and large institutions have $14.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 256 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+58
Holders Change %
+10.27%
% of All Funds
8.3%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.84%
New
110
Increased
256
Reduced
153
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$9.31B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$354M
3
LPL Financial
3
LPL Financial
California
$58.9M
4
SEIA
4
Signature Estate & Investment Advisors
California
$246M
5
MFG
5
Merit Financial Group
Georgia
$10.1M

Top Sellers

1
CPG
1
Cornerstone Planning Group
New Jersey
$33.6M
2
FSG
2
Financial Strategies Group
Michigan
$19.7M
3
Ameriprise
3
Ameriprise
Minnesota
$139M
4
PCA
4
Pallas Capital Advisors
Massachusetts
$9.74M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
226
IHT Wealth Management
Illinois
$1.54M -$98.7K -4,168 -6%
FHA
227
Flagship Harbor Advisors
Massachusetts
$1.52M -$54K -2,279 -3%
HG
228
Harbor Group
New Hampshire
$1.52M -$24.5K -1,034 -2%
Jane Street
229
Jane Street
New York
$1.5M +$1.27M +53,749 +565%
MAM
230
Madison Asset Management
Wisconsin
$1.49M – – –
MIA
231
Madison Investment Advisors
Wisconsin
$1.49M +$1.49M +62,853 New
CPA
232
Clear Point Advisors
New York
$1.49M +$13.4K +567 +0.9%
WA
233
Whipplewood Advisors
Colorado
$1.47M +$1.47M +62,181 New
SIC
234
Salem Investment Counselors
North Carolina
$1.47M +$16.1K +679 +1%
CA
235
Capital Advantage
California
$1.46M +$298K +12,585 +26%
PWA
236
Principia Wealth Advisory
Texas
$1.45M +$1.45M +61,030 New
SWP
237
Stratos Wealth Partners
Ohio
$1.44M +$1.44M +60,860 New
BFM
238
Boston Financial Management
Massachusetts
$1.43M -$16.1K -681 -1%
WA
239
Waverly Advisors
Alabama
$1.42M +$145K +6,114 +11%
HIM
240
Harbour Investment Management
Washington
$1.41M – – –
LFG
241
Larson Financial Group
Missouri
$1.38M +$655K +27,641 +90%
JCIA
242
Jackson Creek Investment Advisors
Colorado
$1.35M +$4.57K +193 +0.3%
AA
243
Addison Advisors
Vermont
$1.34M – – –
FSWA
244
Financial Synergies Wealth Advisors
Texas
$1.34M -$114K -4,794 -8%
FPAS
245
Focus Partners Advisor Solutions
Missouri
$1.34M -$18.7K -790 -1%
APC
246
Asset Planning Corporation
Tennessee
$1.32M -$123K -5,195 -9%
HI
247
Harbour Investments
Wisconsin
$1.31M -$77.9K -3,291 -6%
KWA
248
Kingswood Wealth Advisors
California
$1.3M +$40.8K +1,722 +3%
VNA
249
Valley National Advisers
Pennsylvania
$1.3M -$49.1K -2,076 -4%
MCM
250
MidAtlantic Capital Management
Virginia
$1.3M +$119K +5,012 +10%
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