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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 %
TWM
76
Tradition Wealth Management
Minnesota
$13.8M 564,097 +2,856 +0.5%
Cerity Partners
77
Cerity Partners
New York
$13.7M 558,014 -33,442 -6%
Osaic Holdings
78
Osaic Holdings
Arizona
$13.6M 567,884 -1,781,068 -76%
Raymond James Financial
79
Raymond James Financial
Florida
$13.5M 550,528 +8,192 +2%
OIA
80
OneDigital Investment Advisors
Kansas
$13.4M 544,849 -2,325 -0.4%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$12.6M 501,777 +2,064 +0.4%
WFL
82
Wealth Forward LLC
North Dakota
$12M 490,770 -4,720 -1%
NCM
83
Northland Capital Management
Minnesota
$11.9M 486,793 +37,443 +8%
OWM
84
Opes Wealth Management
California
$11.8M 480,087 -389 -0.1%
AAS
85
Asset Allocation Strategies
Michigan
$11.7M 476,707 +51,504 +12%
CWM
86
Congress Wealth Management
Massachusetts
$11.5M 470,486 -10,700 -2%
AFS
87
Access Financial Services
Minnesota
$11.5M 467,924 -11,634 -2%
GAM
88
Gotham Asset Management
New York
$11.2M 455,788 +105,104 +30%
IIC
89
Ironwood Investment Counsel
Arizona
$11.1M 453,479 +76,613 +20%
AWA
90
Arete Wealth Advisors
Illinois
$11M 446,865 -25,900 -5%
SFP
91
Sterling Financial Planning
New Jersey
$10.7M 434,117 +25,810 +6%
CPCP
92
Cedar Point Capital Partners
Iowa
$10.3M 417,958 -22,883 -5%
CCA
93
Cobblestone Capital Advisors
New York
$10.2M 417,042 -12,230 -3%
NMCM
94
Nicholson Meyer Capital Management
Missouri
$10.2M 415,763 +17,885 +4%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$10.2M 414,454 +52,249 +14%
PCA
96
Pallas Capital Advisors
Massachusetts
$10.1M 409,622 +2 +0%
AIM
97
Alhambra Investment Management
Florida
$10M 407,740 +15,921 +4%
PGFC
98
Peapack-Gladstone Financial Corp
New Jersey
$10M 407,571 +118,898 +41%
SC
99
Soundwatch Capital
Connecticut
$9.98M 19,076 +19,076 New
NHC
100
Nicholas Hoffman & Company
Georgia
$9.9M 403,514 +8,049 +2%
2 3
4
5 6