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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.

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
BFA
1
Boulay Financial Advisors
Minnesota
$140M
2
QCG
2
Quadrant Capital Group
Ohio
$104M
3
Ameriprise
3
Ameriprise
Minnesota
$183M
4
FCA
4
Fortis Capital Advisors
Kansas
$30M
5
BAM
5
Belpointe Asset Management
Nevada
$30M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$1.44M
2
Charles Schwab
2
Charles Schwab
California
$9.19B
3
SEIA
3
Signature Estate & Investment Advisors
California
$175M
4
ML
4
McAdam LLC
Pennsylvania
$191M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$37.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
501
Comerica Bank
Texas
$170K 7,214 -3,606 -33%
CF
502
Centaurus Financial
California
$158K 6,697 +1,094 +20%
AA
503
Ancora Advisors
Ohio
$156K 6,602 +6,350 +2,520%
SSB
504
Sandy Spring Bank
Maryland
$149K 6,312 +633 +11%
SAM
505
Smartleaf Asset Management
Massachusetts
$143K 6,099 +6,051 +12,606%
OA
506
Operose Advisors
Wisconsin
$141K 5,969 +5,969 New
FCT
507
First Community Trust
Iowa
$141K 5,958 – –
Bessemer Group
508
Bessemer Group
New Jersey
$138K 5,859 -265 -4%
FRA
509
Front Row Advisors
California
$138K 5,832 +165 +3%
BIM
510
Breakwater Investment Management
Washington
$127K 5,388 – –
HNB
511
Huntington National Bank
Ohio
– – – –
GGI
512
Godsey & Gibb Inc
Virginia
$127K 5,373 – –
LC
513
Lindbrook Capital
California
$126K 5,325 – –
FW
514
Fairway Wealth
Ohio
$117K 4,935 +4,935 New
BFPW
515
BOK Financial Private Wealth
Colorado
$115K 4,860 – –
IF
516
Integrity Financial
Wyoming
$113K 4,770 +4,770 New
GP
517
Greenline Partners
New York
$111K 207 -4,485 -96%
ME
518
McIlrath & Eck
Washington
$109K 4,611 +11 +0.2%
FCG
519
Financial Connections Group
California
$107K 4,564 +4,564 New
BTI
520
Blue Trust Inc
Georgia
$106K 4,500 -822 -15%
CIAS
521
CBIZ Investment Advisory Services
Ohio
$103K 4,362 – –
CA
522
Crewe Advisors
Utah
$101K 4,260 – –
DJSG
523
D.J. St. Germain
Massachusetts
$99.4K 4,212 +4,212 New
AssetMark Inc
524
AssetMark Inc
California
$98.2K 4,160 +392 +10%
TLA
525
Tanglewood Legacy Advisors
Texas
$98.2K 4,159 – –
19 20
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