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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 %
TWM
76
Tradition Wealth Management
Minnesota
$13.3M 561,241 +13,511 +2%
OIA
77
OneDigital Investment Advisors
Kansas
$12.9M 547,174 -42,427 -7%
Raymond James Financial
78
Raymond James Financial
Florida
$12.8M 542,336 +61,574 +13%
ES
79
Eagle Strategies
New York
$12.8M 541,118 +26,333 +5%
UFAC
80
Urban Financial Advisory Corp
Illinois
$12.1M 510,606 +27,779 +6%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$11.8M 499,713 -92,058 -16%
WFL
82
Wealth Forward LLC
North Dakota
$11.7M 495,490 -1,652 -0.3%
USCWA
83
U.S. Capital Wealth Advisors
Texas
$11.7M 493,947 -25,657 -5%
CWM
84
Congress Wealth Management
Massachusetts
$11.4M 481,186 +481,186 New
OWM
85
Opes Wealth Management
California
$11.3M 480,476 -6,384 -1%
AFS
86
Access Financial Services
Minnesota
$11.3M 479,558 +134,663 +39%
AWA
87
Arete Wealth Advisors
Illinois
$11.2M 472,765 +45,908 +11%
NCM
88
Northland Capital Management
Minnesota
$10.6M 449,350 +2,927 +0.7%
SL
89
Systelligence LLC
Minnesota
$10.6M 448,600 +2,942 +0.7%
CPCP
90
Cedar Point Capital Partners
Iowa
$10.4M 440,841 +6,573 +2%
MNA
91
Manning & Napier Advisors
New York
$10.3M 438,218 -3,726 -0.8%
CCA
92
Cobblestone Capital Advisors
New York
$10.1M 429,272 -4,079 -0.9%
AAS
93
Asset Allocation Strategies
Michigan
$10M 425,203 +34,852 +9%
PCA
94
Pallas Capital Advisors
Massachusetts
$9.67M 409,620 -1,846 -0.4%
SFP
95
Sterling Financial Planning
New Jersey
$9.64M 408,307 +10,880 +3%
NMCM
96
Nicholson Meyer Capital Management
Missouri
$9.39M 397,878 +397,878 New
NHC
97
Nicholas Hoffman & Company
Georgia
$9.34M 395,465 -15,919 -4%
AIM
98
Alhambra Investment Management
Florida
$9.25M 391,819 +78,166 +25%
LFA
99
Legend Financial Advisors
Pennsylvania
$9.11M 385,869 -22,556 -6%
AFA
100
Arlington Financial Advisors
California
$9.06M 383,879 -3,615 -0.9%
2 3
4
5 6