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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 %
PCWA
651
Pacific Capital Wealth Advisors
California
– – -8,439 Closed
CJ
652
Caitlin John
Michigan
– – -5,961 Closed
WAG
653
Windsor Advisory Group
Ohio
– – -5,520 Closed
IWA
654
Icon Wealth Advisors
Texas
– – -4,605 Closed
VWM
655
Venturi Wealth Management
Texas
– – -4,593 Closed
LDB
656
Lee, Danner & Bass
Tennessee
– – -3,948 Closed
BBHC
657
Brown Brothers Harriman & Co
New York
– – -2,304 Closed
KBFS
658
Kohmann Bosshard Financial Services
Ohio
– – -1,887 Closed
MFA
659
McClarren Financial Advisors
Pennsylvania
– – -1,509 Closed
DRP
660
Decker Retirement Planning
Utah
– – -1,500 Closed
OC
661
Oarsman Capital
Wisconsin
– – -1,365 Closed
CP
662
Castleview Partners
Texas
– – -1,353 Closed
CFGS
663
Concourse Financial Group Securities
Alabama
– – -785 Closed
HI
664
Human Investing
Oregon
– – -648 Closed
MFS
665
Mattson Financial Services
Michigan
– – -502 Closed
EW
666
Element Wealth
Mississippi
– – -387 Closed
HWA
667
Heritage Wealth Advisors
Virginia
– – -375 Closed
TC
668
Truvestments Capital
Florida
– – -342 Closed
EFP
669
EnRich Financial Partners
Wisconsin
– – -306 Closed
CPL
670
Capital & Planning LLC
Georgia
– – -249 Closed
PA
671
PSI Advisors
Florida
– – -177 Closed
UCB
672
United Community Bank
South Carolina
– – -156 Closed
CAS
673
Coppell Advisory Solutions
Texas
– – -144 Closed
RCM
674
Raleigh Capital Management
North Carolina
– – -95 Closed
GEA
675
Glen Eagle Advisors
New Jersey
– – -94 Closed
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