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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

623 hedge funds and large institutions have $14.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 504 increasing their positions, 4 reducing their positions, and 39 closing their positions.

Holders
623
Holders Change
+58
Holders Change %
+10.27%
% of All Funds
8.3%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.84%
New
110
Increased
504
Reduced
4
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$9.31B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$354M
3
LPL Financial
3
LPL Financial
California
$58.9M
4
SEIA
4
Signature Estate & Investment Advisors
California
$246M
5
MFG
5
Merit Financial Group
Georgia
$10.1M

Top Sellers

1
CPG
1
Cornerstone Planning Group
New Jersey
$33.6M
2
FSG
2
Financial Strategies Group
Michigan
$19.7M
3
Ameriprise
3
Ameriprise
Minnesota
$139M
4
PCA
4
Pallas Capital Advisors
Massachusetts
$9.74M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$89.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$43M 1,815,787 +48,025 +3%
KHC
27
Koesten Hirschmann & Crabtree
Kansas
$41.8M 1,763,862 +50,919 +3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$41.7M 1,762,208 +322,553 +22%
Osaic Holdings
29
Osaic Holdings
Arizona
$39.1M 1,649,417 -221,065 -12%
TWM
30
Tanglewood Wealth Management
Texas
$36.6M 1,544,410 -220,313 -12%
HighTower Advisors
31
HighTower Advisors
Illinois
$36.5M 1,539,547 -6,938 -0.4%
CCMG
32
Clark Capital Management Group
Pennsylvania
$35.9M 1,517,355 +47,244 +3%
CPG
33
Cornerstone Planning Group
New Jersey
$33.6M 1,356,697 -2,572,157 -65%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$33.4M 1,409,025 +357,783 +34%
KCPG
35
Kavar Capital Partners Group
Kansas
$33M 1,392,480 +77,025 +6%
LRIA
36
Leonard Rickey Investment Advisors
Washington
$32.9M 1,391,443 +24,991 +2%
AA
37
ALPS Advisors
Colorado
$32.8M 1,384,721 -68,284 -5%
PC
38
Prairiewood Capital
North Dakota
$32.4M 1,370,117 +46,784 +4%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$31.8M 1,341,488 +27,530 +2%
Creative Planning
40
Creative Planning
Kansas
$31.5M 1,329,368 +8,516 +0.6%
RCA
41
Resonant Capital Advisors
Wisconsin
$28.7M 1,213,558 +4,570 +0.4%
KAS
42
Kestra Advisory Services
Texas
$27.8M 1,173,961 -227,438 -16%
OFG
43
Oxford Financial Group
Indiana
$26.7M 1,128,320 -33,775 -3%
PS
44
Planned Solutions
California
$24.7M 1,043,863 +8,920 +0.9%
Mariner
45
Mariner
Kansas
$23.8M 1,005,307 -66,428 -6%
Corient Private Wealth
46
Corient Private Wealth
Florida
$23.7M 1,000,964 +3,869 +0.4%
CFA
47
Cahill Financial Advisors
Minnesota
$23.1M 975,910 +12,847 +1%
SFS
48
Solitude Financial Services
Virginia
$22.4M 945,471 +41,505 +5%
AWM
49
Allen Wealth Management
North Carolina
$22.4M 945,389 +7,175 +0.8%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$21.9M 926,437 +46,930 +5%
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