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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, 256 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
256
Reduced
153
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
CPG
Cornerstone Planning Group
New Jersey
$33.6M
2
FSG
Financial Strategies Group
Michigan
$19.7M
3
Ameriprise
Ameriprise
Minnesota
$139M
4
PCA
Pallas Capital Advisors
Massachusetts
$9.74M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
626
Prudential Financial
New Jersey
– -$10.4M -436,275 Closed
Tudor Investment Corp
627
Tudor Investment Corp
Connecticut
– -$4.84M -202,485 Closed
MSFS
628
Main Street Financial Solutions
Pennsylvania
– -$4.52M -188,838 Closed
TNA
629
True North Advisors
Texas
– -$3.17M -132,456 Closed
NDSI
630
Newman Dignan & Sheerar Inc
Rhode Island
– -$458K -57,300 Closed
CWM
631
Cedar Wealth Management
California
– -$1.12M -46,746 Closed
YIH
632
Y-Intercept (HK)
Hong Kong
– -$1.04M -43,653 Closed
PA
633
Prism Advisors
California
– -$708K -29,613 Closed
MW
634
Maia Wealth
Colorado
– -$228K -28,626 Closed
SSWM
635
Smith Salley Wealth Management
North Carolina
– -$657K -27,471 Closed
DAS
636
Diversify Advisory Services
Utah
– -$214K -26,700 Closed
TRCT
637
Tower Research Capital (TRC)
New York
– -$624K -26,085 Closed
WFAG
638
Worth Financial Advisory Group
North Carolina
– -$457K -19,119 Closed
OMC
639
Old Mission Capital
Illinois
– -$432K -18,057 Closed
HF
640
HRT Financial
New York
– -$378K -15,828 Closed
CA
641
CapWealth Advisors
Tennessee
– -$330K -13,791 Closed
YCM
642
Yousif Capital Management
Michigan
– -$301K -12,600 Closed
CWM
643
Connecticut Wealth Management
Connecticut
– -$296K -12,363 Closed
DAS
644
Dynamic Advisor Solutions
Arizona
– -$269K -11,244 Closed
PCMK
645
Paragon Capital Management (Kansas)
Kansas
– -$254K -10,632 Closed
FIA
646
Foundations Investment Advisors
Arizona
– -$237K -9,921 Closed
TLFA
647
True Link Financial Advisors
California
– -$221K -9,252 Closed
FFS
648
Founders Financial Securities
Maryland
– -$207K -8,673 Closed
SWA
649
Strategies Wealth Advisors
Michigan
– -$206K -8,598 Closed
DBIA
650
Dumont & Blake Investment Advisors
New Jersey
– -$203K -8,481 Closed
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