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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
BAM
4
Belpointe Asset Management
Nevada
$30M
5
FCA
5
Fortis Capital Advisors
Kansas
$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 %
CPBTD
626
Central Pacific Bank - Trust Division
Hawaii
$992 42 – –
LWMI
627
Legacy Wealth Management (Idaho)
Idaho
$638 27 +27 New
BNP Paribas Financial Markets
628
BNP Paribas Financial Markets
France
$614 26 +3 +13%
LFA
629
LGT Financial Advisors
Texas
$401 17 – –
AI
630
Arvest Investments
Arkansas
$354 15 – –
BL
631
BFSG LLC
California
$284 12 – –
MTWM
632
Masso Torrence Wealth Management
New Jersey
– – -383,334 Closed
AT
633
American Trust
Kentucky
– – -312,165 Closed
QC
634
Quadrature Capital
United Kingdom
– – -281,919 Closed
EGM
635
Engineers Gate Manager
New York
– – -47,119 Closed
FTS
636
Fifth Third Securities
Ohio
– – -39,937 Closed
Millennium Management
637
Millennium Management
New York
– – -28,880 Closed
RRA
638
Round Rock Advisors
Connecticut
– – -26,827 Closed
JWCA
639
J.W. Cole Advisors
Florida
– – -26,209 Closed
RA
640
RFG Advisory
Alabama
– – -18,096 Closed
AP
641
Adero Partners
California
– – -15,091 Closed
GF
642
Goodman Financial
Texas
– – -13,320 Closed
PWM
643
Prosperity Wealth Management
California
– – -12,519 Closed
Thrivent Financial for Lutherans
644
Thrivent Financial for Lutherans
Minnesota
– – -12,305 Closed
OC
645
Optima Capital
Oregon
– – -12,285 Closed
AWP
646
Astra Wealth Partners
New Jersey
– – -10,245 Closed
Neuberger Berman Group
647
Neuberger Berman Group
New York
– – -9,783 Closed
GCP
648
Gill Capital Partners
Colorado
– – -9,576 Closed
AI
649
Atria Investments
North Carolina
– – -8,686 Closed
CPC
650
Cookson Peirce & Co
Pennsylvania
– – -8,592 Closed
24 25
26
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