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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 %
BPA
251
Beacon Pointe Advisors
California
$1.27M +$864K +36,489 +211%
IA
252
IFP Advisors
Florida
$1.25M +$79K +3,338 +7%
NCM
253
Next Capital Management
New York
$1.25M +$125K +5,282 +11%
JCM
254
Jacobi Capital Management
Pennsylvania
$1.25M +$5.83K +246 +0.5%
CPIG
255
Chicago Partners Investment Group
Illinois
$1.23M -$2.12M -88,983 -63%
AC
256
Avestar Capital
New York
$1.22M +$191K +8,071 +19%
WFA
257
Wade Financial Advisory
California
$1.21M – – –
CAM
258
Cresset Asset Management
Illinois
$1.21M -$1M -42,255 -45%
Stifel Financial
259
Stifel Financial
Missouri
$1.2M +$470K +19,857 +64%
BFG
260
Berger Financial Group
Minnesota
$1.19M -$179K -7,549 -13%
AIA
261
Arcadia Investment Advisors
Idaho
$1.18M -$112K -4,716 -9%
NFG
262
Nations Financial Group
Iowa
$1.18M -$16.2K -684 -1%
Vanguard Group
263
Vanguard Group
Pennsylvania
$1.17M +$49.9K +2,109 +4%
FVWA
264
Foster Victor Wealth Advisors
South Carolina
$1.17M -$29.8K -1,224 -2%
EGM
265
Engineers Gate Manager
New York
$1.12M +$1.12M +47,119 New
MA
266
Mezzasalma Advisors
New Jersey
$1.11M +$240K +10,140 +28%
VAF
267
Values Added Financial
District of Columbia
$1.08M +$747K +31,563 +222%
CPRC
268
Consolidated Portfolio Review Corp
New York
$1.08M +$6.96K +294 +0.7%
S
269
SignatureFD
Georgia
$1.06M -$76.9K -3,247 -7%
KIA
270
KCM Investment Advisors
California
$1.03M -$188K -7,958 -15%
Bank of Montreal
271
Bank of Montreal
Ontario, Canada
$1.01M +$87.9K +3,710 +10%
PG
272
Prostatis Group
Maryland
$1M +$1M +42,247 New
SSWM
273
Sheets Smith Wealth Management
North Carolina
$1,000K +$60.9K +2,571 +6%
SA
274
Sanctuary Advisors
Indiana
$989K -$1.85M -74,456 -65%
WI
275
Westbourne Investments
Virginia
$967K +$967K +40,856 New
9 10
11
12 13