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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

657 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 80 funds opening new positions, 275 increasing their positions, 188 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
8.81%
Holding in Top 10
67
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.9%
New
80
Increased
275
Reduced
188
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$317M
2
AC
AlphaCore Capital
California
+$83M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.5M
4
BFA
Boulay Financial Advisors
Minnesota
+$51.8M
5
BWP
BlueStem Wealth Partners
Minnesota
+$46.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$42.7M
2
AA
ALPS Advisors
Colorado
-$32.7M
3
QCG
Quadrant Capital Group
Ohio
-$30.4M
4
MNA
Manning & Napier Advisors
New York
-$10.3M
5
KAS
Kestra Advisory Services
Texas
-$9.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
76
Tradition Wealth Management
Minnesota
$13.8M +$70.1K +2,856 +0.5%
Cerity Partners
77
Cerity Partners
New York
$13.7M -$821K -33,442 -6%
Osaic Holdings
78
Osaic Holdings
Arizona
$13.6M -$42.7M -1,781,068 -76%
Raymond James Financial
79
Raymond James Financial
Florida
$13.5M +$201K +8,192 +2%
OIA
80
OneDigital Investment Advisors
Kansas
$13.4M -$57.1K -2,325 -0.4%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$12.6M +$51.6K +2,064 +0.4%
WFL
82
Wealth Forward LLC
North Dakota
$12M -$116K -4,720 -1%
NCM
83
Northland Capital Management
Minnesota
$11.9M +$919K +37,443 +8%
OWM
84
Opes Wealth Management
California
$11.8M -$9.55K -389 -0.1%
AT
85
American Trust
Kentucky
$11.8M +$11.8M +479,917 New
AAS
86
Asset Allocation Strategies
Michigan
$11.7M +$1.26M +51,504 +12%
CWM
87
Congress Wealth Management
Massachusetts
$11.5M -$263K -10,700 -2%
AFS
88
Access Financial Services
Minnesota
$11.5M -$285K -11,634 -2%
GAM
89
Gotham Asset Management
New York
$11.2M +$2.58M +105,104 +30%
IIC
90
Ironwood Investment Counsel
Arizona
$11.1M +$1.88M +76,613 +20%
AWA
91
Arete Wealth Advisors
Illinois
$11M -$636K -25,900 -5%
SFP
92
Sterling Financial Planning
New Jersey
$10.7M +$633K +25,810 +6%
CPCP
93
Cedar Point Capital Partners
Iowa
$10.3M -$562K -22,883 -5%
CCA
94
Cobblestone Capital Advisors
New York
$10.2M -$300K -12,230 -3%
NMCM
95
Nicholson Meyer Capital Management
Missouri
$10.2M +$439K +17,885 +4%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$10.2M +$1.28M +52,249 +14%
PCA
97
Pallas Capital Advisors
Massachusetts
$10.1M +$49 +2 +0%
AIM
98
Alhambra Investment Management
Florida
$10M +$391K +15,921 +4%
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$10M +$2.92M +118,898 +41%
SC
100
Soundwatch Capital
Connecticut
$9.98M +$9.98M +19,076 New
2 3
4
5 6