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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

654 hedge funds and large institutions have $15.1B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 275 increasing their positions, 187 reducing their positions, and 42 closing their positions.

Holders
654
Holders Change
+24
Holders Change %
+3.81%
% of All Funds
8.78%
Holding in Top 10
67
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.9%
New
78
Increased
275
Reduced
187
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$9.87B
2
AC
2
AlphaCore Capital
California
$83.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$157M
4
BFA
4
Boulay Financial Advisors
Minnesota
$195M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$85.7M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$13.6M
2
AA
2
ALPS Advisors
Colorado
$0
3
QCG
3
Quadrant Capital Group
Ohio
$77.2M
4
MNA
4
Manning & Napier Advisors
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.43M
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
51
Bartlett & Co Wealth Management
Ohio
$23.1M 941,707 -17,339 -2%
MWP
52
Moller Wealth Partners
$21.4M 873,902 +62,562 +8%
FSG
53
Financial Strategies Group
Michigan
$21.4M 858,364 +30,977 +4%
CPC
54
Consolidated Planning Corp
Georgia
$20.3M 826,453 -33,031 -4%
CAC
55
Certified Advisory Corp
Florida
$19.5M 793,306 +47,527 +6%
WTA
56
Washington Trust Advisors
Massachusetts
$19.1M 779,628 -3,279 -0.4%
FCM
57
Firestone Capital Management
Florida
$18.7M 763,834 -4,291 -0.6%
TCM
58
TruNorth Capital Management
Michigan
$18.7M 762,115 +43,138 +6%
YAL
59
Your Advocates Ltd
Texas
$18.6M 759,395 +9,970 +1%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$18.4M 751,724 -16,470 -2%
EWP
61
Elevation Wealth Partners
California
$17.9M 731,430 +3,193 +0.4%
PS
62
Principal Securities
Iowa
$17M 691,363 +400,639 +138%
PPW
63
Pasadena Private Wealth
California
$16.4M 669,199 +65,002 +11%
CFA
64
Cahill Financial Advisors
Minnesota
$16.2M 658,466 -599 -0.1%
CWM
65
Cabot Wealth Management
Massachusetts
$16.1M 656,846 +8,616 +1%
BWA
66
Burt Wealth Advisors
Maryland
$16.1M 655,010 +15,120 +2%
SWA
67
Strata Wealth Advisors
Texas
$15.9M 649,671 +53,969 +9%
USCWA
68
U.S. Capital Wealth Advisors
Texas
$15.7M 638,802 +144,855 +29%
SIP
69
Sellwood Investment Partners
Oregon
$15.1M 616,553 -12,695 -2%
EF
70
Envision Financial
Wisconsin
$14.6M 594,851 +4,372 +0.7%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$14.6M 593,818 -84,457 -12%
UFAC
72
Urban Financial Advisory Corp
Illinois
$14.5M 592,575 +81,969 +16%
WPIC
73
White Pine Investment Company
Michigan
$14.4M 587,595 -5,481 -0.9%
ES
74
Eagle Strategies
New York
$14.4M 584,927 +43,809 +8%
EWA
75
EP Wealth Advisors
California
$14.1M 574,387 +499,259 +665%
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