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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

657 hedge funds and large institutions have $15.1B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 275 increasing their positions, 188 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
8.81%
Holding in Top 10
67
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.9%
New
80
Increased
275
Reduced
188
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$9.87B
2
AC
2
AlphaCore Capital
California
$83.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$157M
4
BFA
4
Boulay Financial Advisors
Minnesota
$195M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$85.7M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$13.6M
2
AA
2
ALPS Advisors
Colorado
$0
3
QCG
3
Quadrant Capital Group
Ohio
$77.2M
4
MNA
4
Manning & Napier Advisors
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
351
Builder Investment Group
Georgia
$628K +$3.44K +140 +0.6%
SHGA
352
Sand Hill Global Advisors
California
$623K – – –
BFA
353
Brown Financial Advisory
Alabama
$621K +$207K +8,417 +50%
TPI
354
Trust Point Inc
Wisconsin
$613K +$613K +24,972 New
WG
355
Welch Group
Alabama
$609K +$129K +5,265 +27%
WFA
356
Wellspring Financial Advisors
Ohio
$608K +$2.68K +109 +0.4%
CNTOF
357
Canandaigua National Trust of Florida
New York
$602K +$246K +10,020 +69%
CPA
358
Compass Planning Associates
Massachusetts
$591K +$2.58K +105 +0.4%
KW
359
Keyvantage Wealth
Pennsylvania
$584K – – –
LI
360
Lafayette Investments
Maryland
$584K +$2.09K +85 +0.4%
IA
361
IFG Advisory
Georgia
$581K -$5.28K -215 -0.9%
TIAA Trust, National Association
362
TIAA Trust, National Association
North Carolina
$577K +$75.9K +3,094 +15%
HWM
363
HB Wealth Management
Georgia
$577K -$341K -13,883 -37%
Empower Advisory Group
364
Empower Advisory Group
Colorado
$573K +$165K +6,713 +40%
JIC
365
Joel Isaacson & Co
New York
$572K +$572K +23,295 New
SWP
366
Stratos Wealth Partners
Ohio
$571K – – –
PAYA
367
Phil A. Younker & Associates
Alaska
$568K – – –
AWM
368
Abound Wealth Management
Tennessee
$560K +$174K +7,087 +45%
CAM
369
Clark Asset Management
New Hampshire
$559K +$559K +22,761 New
CCM
370
Chilton Capital Management
Texas
$553K -$42.4K -1,727 -7%
NCM
371
Noesis Capital Mangement
Florida
$552K +$67.7K +2,757 +14%
DACG
372
Donor Advised Charitable Giving
California
$544K +$2.38K +97 +0.4%
LWA
373
Lantern Wealth Advisors
New York
$543K +$543K +22,120 New
Rockefeller Capital Management
374
Rockefeller Capital Management
New York
$536K +$98.8K +4,027 +23%
WP
375
WealthPLAN Partners
Nebraska
$535K +$13.4K +548 +3%
13 14
15
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