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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 %
OSAM
451
O'Shaughnessy Asset Management
Connecticut
$263K +$30.2K +1,280 +13%
WJWM
452
Williams Jones Wealth Management
New York
$262K +$5.81K +246 +2%
SB
453
Simmons Bank
Arkansas
$262K – – –
ACA
454
Ackerman Capital Advisors
Texas
$261K -$17.8K -756 -6%
SSW
455
Stone Summit Wealth
Florida
$261K – – –
CICC
456
Capital Investment Counsel (Colorado)
Colorado
$260K -$56.9K -2,412 -18%
IFA
457
Index Fund Advisors
California
$256K -$32.2K -1,364 -11%
SHFA
458
SC&H Financial Advisors
Maryland
$255K -$27.8K -1,178 -10%
DFA
459
DHJJ Financial Advisors
Illinois
$254K +$4.84K +205 +2%
CCWA
460
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$251K -$126K -5,357 -34%
OBWG
461
Onyx Bridge Wealth Group
New York
$250K – – –
FPF
462
First Pacific Financial
Washington
$248K +$137K +5,817 +124%
RDWM
463
Red Door Wealth Management
Tennessee
$246K +$3.21K +136 +1%
VPIM
464
Vanguard Personalized Indexing Management
California
$239K – – –
SWA
465
Sax Wealth Advisors
New Jersey
$239K +$239K +10,128 New
TRCT
466
Tower Research Capital (TRC)
New York
$236K +$236K +10,014 New
GS
467
GWN Securities
Florida
$235K +$235K +9,946 New
IAA
468
Independent Advisor Alliance
North Carolina
$233K -$179K -7,571 -43%
NP
469
NorthRock Partners
Minnesota
$233K +$25K +1,057 +12%
OWA
470
Oak Wealth Advisors
Illinois
$231K -$18.2K -772 -7%
PL
471
Parthenon LLC
Kentucky
$230K – – –
FWP
472
FAS Wealth Partners
Kansas
$226K -$7.74K -328 -3%
CWM
473
Castle Wealth Management
Florida
$226K -$9.44K -400 -4%
ST
474
Smithfield Trust
Pennsylvania
$224K – – –
IAIM
475
International Assets Investment Management
Florida
$222K +$222K +9,406 New
17 18
19
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