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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

630 hedge funds and large institutions have $13.9B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 285 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
630
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
8.56%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
0.91%
New
71
Increased
285
Reduced
157
Closed
48
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
BFA
1
Boulay Financial Advisors
Minnesota
$140M
2
QCG
2
Quadrant Capital Group
Ohio
$104M
3
Ameriprise
3
Ameriprise
Minnesota
$183M
4
BAM
4
Belpointe Asset Management
Nevada
$30M
5
FCA
5
Fortis Capital Advisors
Kansas
$30M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$1.44M
2
Charles Schwab
2
Charles Schwab
California
$9.19B
3
SEIA
3
Signature Estate & Investment Advisors
California
$175M
4
ML
4
McAdam LLC
Pennsylvania
$191M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$37.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
251
Avestar Capital
New York
$1.35M 57,068 +5,464 +11%
FSWA
252
Financial Synergies Wealth Advisors
Texas
$1.35M 56,968 +466 +0.8%
LFG
253
Larson Financial Group
Missouri
$1.34M 56,769 -1,532 -3%
FPAS
254
Focus Partners Advisor Solutions
Missouri
$1.34M 56,671 +182 +0.3%
JCIA
255
Jackson Creek Investment Advisors
Colorado
$1.34M 56,665 -477 -0.8%
AA
256
Addison Advisors
Vermont
$1.34M 56,635 -20 -0%
APC
257
Asset Planning Corporation
Tennessee
$1.31M 55,578 -193 -0.3%
SSWM
258
Sheets Smith Wealth Management
North Carolina
$1.25M 53,154 +10,941 +26%
JCM
259
Jacobi Capital Management
Pennsylvania
$1.25M 52,835 +239 +0.5%
VNA
260
Valley National Advisers
Pennsylvania
$1.24M 52,675 -2,291 -4%
MA
261
Mezzasalma Advisors
New Jersey
$1.23M 52,188 +5,355 +11%
Vanguard Group
262
Vanguard Group
Pennsylvania
$1.23M 52,005 +2,457 +5%
MCM
263
MidAtlantic Capital Management
Virginia
$1.22M 51,724 -3,139 -6%
CPRC
264
Consolidated Portfolio Review Corp
New York
$1.21M 51,418 +5,935 +13%
WFA
265
Wade Financial Advisory
California
$1.21M 51,264 – –
CPIG
266
Chicago Partners Investment Group
Illinois
$1.2M 52,454 +680 +1%
BFG
267
Berger Financial Group
Minnesota
$1.19M 50,415 +292 +0.6%
VAF
268
Values Added Financial
District of Columbia
$1.17M 49,704 +3,900 +9%
AIA
269
Arcadia Investment Advisors
Idaho
$1.16M 49,272 -546 -1%
MWM
270
Modern Wealth Management
Kansas
$1.16M 49,143 +49,143 New
BPA
271
Beacon Pointe Advisors
California
$1.12M 47,327 -6,451 -12%
AWS
272
Atria Wealth Solutions
New York
$1.07M 45,514 -31,458 -41%
CIAS
273
CFS Investment Advisory Services
New Jersey
$1.07M 45,494 +27,709 +156%
S
274
SignatureFD
Georgia
$1.05M 44,642 – –
AOWM
275
Alpha Omega Wealth Management
Virginia
$1.02M 43,291 +4,154 +11%
9 10
11
12 13