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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 %
KIA
276
KCM Investment Advisors
California
$1.02M 43,006 -378 -0.9%
SC
277
SouthState Corp
Florida
$994K 42,108 +33,798 +407%
WEG
278
World Equity Group
Illinois
$958K 40,563 -36,283 -47%
NRI
279
NFP Retirement Inc
California
$956K 40,495 +4,518 +13%
WI
280
Westbourne Investments
Virginia
$953K 40,350 -506 -1%
BFP
281
Beacon Financial Planning
Massachusetts
$928K 39,321 +99 +0.3%
WPC
282
Wedmont Private Capital
Pennsylvania
$921K 41,722 +6,150 +17%
SFG
283
Sovereign Financial Group
Connecticut
$890K 37,677 +2,304 +7%
FVWA
284
Foster Victor Wealth Advisors
South Carolina
$884K 40,064 -7,744 -16%
HWM
285
HB Wealth Management
Georgia
$883K 37,392 -1,209 -3%
TC
286
TownSquare Capital
Utah
$881K 37,326 +16,626 +80%
MBI
287
May Barnhard Investments
Maryland
$869K 36,823 -2,528 -6%
SFG
288
Sage Financial Group
Pennsylvania
$867K 36,735 +60 +0.2%
TPA
289
Trivium Point Advisory
Connecticut
$865K 36,647 -111,358 -75%
PA
290
Parallel Advisors
California
$861K 36,457 +1,288 +4%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$860K 36,429 -139 -0.4%
TAM
292
Townsend Asset Management
North Carolina
$854K 36,175 +737 +2%
NJIM
293
Nabity-Jensen Investment Management
Nebraska
$838K 35,507 +2,389 +7%
CCA
294
Clarity Capital Advisors
Florida
$837K 35,470 +159 +0.5%
RWP
295
Revolve Wealth Partners
New Jersey
$824K 34,911 +4,551 +15%
AC
296
Apella Capital
Connecticut
$806K 35,868 +37 +0.1%
VBFG
297
Vishria Bird Financial Group
Tennessee
$794K 33,648 – –
Brown Advisory
298
Brown Advisory
Maryland
$794K 33,615 +22,332 +198%
CIC
299
Carnegie Investment Counsel
Ohio
$792K 37,391 +4,423 +13%
FFO
300
Fortitude Family Office
Arizona
$790K 33,466 +32,609 +3,805%
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