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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.

New
Increased
Maintained
Reduced
Closed
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
QCG
Quadrant Capital Group
Ohio
$104M
2
Ameriprise
Ameriprise
Minnesota
$183M
3
BAM
Belpointe Asset Management
Nevada
$30M
4
FCA
Fortis Capital Advisors
Kansas
$30M
5
Osaic Holdings
Osaic Holdings
Arizona
$55.5M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$1.44M
2
Charles Schwab
Charles Schwab
California
$9.19B
3
SEIA
Signature Estate & Investment Advisors
California
$175M
4
ML
McAdam LLC
Pennsylvania
$191M
5
BWP
BlueStem Wealth Partners
Minnesota
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
376
Foundations Investment Advisors
Arizona
$431K +$431K +18,248 New
DAS
377
Dynamic Advisor Solutions
Arizona
$431K +$431K +18,235 New
Envestnet Portfolio Solutions
378
Envestnet Portfolio Solutions
Illinois
$428K -$142K -6,016 -25%
PP
379
Patten & Patten
Tennessee
$426K +$28.9K +1,224 +7%
TFA
380
Tobias Financial Advisors
Florida
$423K – – –
Rockefeller Capital Management
381
Rockefeller Capital Management
New York
$420K +$58.6K +2,483 +16%
EFG
382
Embree Financial Group
Illinois
$420K – – –
FCI
383
Financial Counselors Inc
Kansas
$414K -$283 -12 -0.1%
ACP
384
Argyle Capital Partners
California
$412K -$2.01K -85 -0.5%
BSTWA
385
Blake Schutter Theil Wealth Advisors
Ohio
$405K -$944 -40 -0.2%
DWM
386
Destination Wealth Management
California
$401K +$180K +7,614 +81%
BFA
387
Brown Financial Advisory
Alabama
$399K +$399K +16,897 New
Empower Advisory Group
388
Empower Advisory Group
Colorado
$393K +$27.3K +1,155 +7%
WA
389
WESPAC Advisors
California
$390K +$5.88K +249 +2%
SOS
390
Silver Oak Securities
Tennessee
$384K +$20.1K +858 +6%
MG
391
Mather Group
Illinois
$383K -$7.44K -315 -2%
BW
392
BIP Wealth
Georgia
$381K +$20.6K +872 +6%
AO
393
Advisor OS
Illinois
$380K +$50.4K +2,136 +15%
Members Trust
394
Members Trust
Florida
$378K +$6.45K +273 +2%
AWM
395
Abound Wealth Management
Tennessee
$371K +$449 +19 +0.1%
NWM
396
Nova Wealth Management
Florida
$370K +$142K +6,023 +62%
CT
397
Colonial Trust
South Carolina
$369K +$365K +15,480 +9,556%
CAG
398
Csenge Advisory Group
Florida
$365K +$165K +7,511 +83%
FFA
399
Farther Finance Advisors
California
$361K +$171K +7,260 +90%
SF
400
Symphony Financial
Texas
$360K +$360K +15,234 New
14 15
16
17 18