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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 %
AG
476
Advocate Group
Minnesota
$222K – – –
GC
477
Grimes & Company
Massachusetts
$222K +$14.2K +601 +7%
PWW
478
Pettyjohn Wood & White
Virginia
$222K +$222K +9,400 New
MCM
479
Mainstream Capital Management
California
$221K -$5.67K -240 -2%
ST
480
Sabal Trust
Florida
$220K – – –
WIC
481
Woodmont Investment Counsel
Tennessee
$219K – – –
EGA
482
E&G Advisors
Texas
$215K – – –
CFG
483
Citizens Financial Group
Rhode Island
$215K +$71 +3 +0%
EFG
484
Elios Financial Group
Ohio
$213K +$212 +9 +0.1%
EI
485
eCIO Inc
Wisconsin
$213K +$213K +9,020 New
CFP
486
Catalyst Financial Partners
Massachusetts
$212K – – –
AL
487
Aspiriant LLC
California
$212K – – –
RFP
488
Root Financial Partners
California
$212K +$212K +8,972 New
CFS
489
CRA Financial Services
New Jersey
$211K +$211K +8,921 New
Renaissance Technologies
490
Renaissance Technologies
New York
$210K -$3.02M -127,900 -93%
CCM
491
Condor Capital Management
New Jersey
$210K +$24 +1 +0%
EWA
492
Elevate Wealth Advisory
Georgia
$210K -$22.8K -966 -10%
CAAS
493
Capital Asset Advisory Services
Michigan
$206K +$206K +8,693 New
AWM
494
Axxcess Wealth Management
California
$205K +$205K +8,693 New
MAS
495
Meeder Advisory Services
Ohio
$203K -$7.63K -323 -4%
SFWA
496
Summit Financial Wealth Advisors
Louisiana
$201K +$5.43K +230 +3%
PMFA
497
Plante Moran Financial Advisors
Michigan
$181K – – –
RIL
498
Rothschild Investment LLC
Illinois
$179K – – –
AIC
499
Archer Investment Corporation
Indiana
$171K +$779 +33 +0.5%
SIS
500
Sound Income Strategies
Florida
$171K +$84.1K +3,561 +97%
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