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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
QCG
1
Quadrant Capital Group
Ohio
$104M
2
Ameriprise
2
Ameriprise
Minnesota
$183M
3
FCA
3
Fortis Capital Advisors
Kansas
$30M
4
BAM
4
Belpointe Asset Management
Nevada
$30M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$55.5M

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 %
HNW
526
High Note Wealth
Minnesota
$95.9K 4,062 – –
AT
527
Arlington Trust
Alabama
$91.7K 3,885 – –
GT
528
Glenmede Trust
Pennsylvania
$81K 3,432 +3,432 New
HIA
529
Harbor Investment Advisory
Maryland
$79.3K 3,360 – –
PFM
530
Phillips Financial Management
Indiana
$76.8K 3,253 +3,253 New
CFB
531
Cullen/Frost Bankers
Texas
$76.4K 3,234 – –
Citigroup
532
Citigroup
New York
$74.3K 3,145 -917 -23%
AP
533
Aspect Partners
Virginia
$71K 3,006 – –
SFC
534
SYM Financial Corp
Indiana
$68.2K 2,889 – –
CCM
535
Coldstream Capital Management
Washington
$61.9K 2,622 +2,622 New
PWMG
536
Private Wealth Management Group
New Jersey
$61.1K 2,586 +2,586 New
ADL
537
Asset Dedication LLC
California
$60.5K 2,562 +9 +0.4%
SIC
538
SJS Investment Consulting
Ohio
$59.6K 2,523 – –
BWM
539
Bernard Wealth Management
Michigan
$57.2K 2,424 +2,424 New
JFA
540
JNBA Financial Advisors
Minnesota
$56.2K 2,382 – –
BAM
541
Bellevue Asset Management
Washington
$55.9K 2,368 – –
GWANC
542
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.3K 2,217 +1,293 +140%
TFGT
543
TS Financial Group (TSFG)
Illinois
$51K 2,139 – –
IHWM
544
Iron Horse Wealth Management
Iowa
$50.2K 2,127 – –
NFSG
545
Newbridge Financial Services Group
Florida
$49.6K 2,100 – –
PWA
546
Physician Wealth Advisors
Utah
$49.1K 2,079 – –
MSWA
547
Marshall & Sterling Wealth Advisors
New York
$48.6K 2,058 +9 +0.4%
DF
548
Dunhill Financial
United Kingdom
$48.4K 2,049 +2,049 New
GK
549
Graney & King
New York
$47.7K 2,021 +1,902 +1,598%
PTC
550
Private Trust Company
Ohio
$46.5K 1,971 +1,971 New
20 21
22
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