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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 %
MCM
101
MAI Capital Management
Ohio
$8.95M 379,204 +8,934 +2%
IIC
102
Ironwood Investment Counsel
Arizona
$8.9M 376,866 +29,282 +8%
QWM
103
Quadcap Wealth Management
Texas
$8.69M 367,968 -485,419 -57%
LTL
104
Lowery Thomas LLC
California
$8.58M 363,474 +325 +0.1%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$8.55M 362,205 +49,193 +16%
PCM
106
Pennsylvania Capital Management
Pennsylvania
$8.54M 361,674 +175,451 +94%
BGAI
107
Bruce G. Allen Investments
Colorado
$8.41M 356,202 +11,109 +3%
GAM
108
Gotham Asset Management
New York
$8.28M 350,684 +108,649 +45%
MML Investors Services
109
MML Investors Services
Massachusetts
$8.19M 346,872 +12,889 +4%
RF
110
RHS Financial
California
$8.12M 343,965 -52,032 -13%
AG
111
AlTi Global
New York
$7.84M 331,864 -2,554 -0.8%
MIA
112
Milestone Investment Advisors
Wisconsin
$7.78M 329,416 -16,533 -5%
PJSIMP
113
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.75M 328,186 -10,594 -3%
LAM
114
Lakewood Asset Management
Illinois
$7.59M 321,537 -44,944 -12%
RFA
115
Rollins Financial Advisors
New York
$7.52M 318,375 +6,254 +2%
HWP
116
Highline Wealth Partners
California
$7.18M 303,999 +114,841 +61%
WSFS
117
Wilmington Savings Fund Society
Delaware
$7.04M 297,986 – –
PS
118
Principal Securities
Iowa
$6.88M 290,724 – –
PGFC
119
Peapack-Gladstone Financial Corp
New Jersey
$6.82M 288,673 -8,382 -3%
KWM
120
Kingsview Wealth Management
Oregon
$6.81M 288,574 -4,590 -2%
LIM
121
Leavell Investment Management
Alabama
$6.73M 285,014 +7,668 +3%
AFA
122
AA Financial Advisors
Ohio
$6.73M 284,870 +1,126 +0.4%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$6.54M 276,884 +45,372 +20%
VP
124
Verum Partners
North Carolina
$6.42M 271,857 -27,041 -9%
JAG
125
Journey Advisory Group
Kentucky
$6.38M 270,269 +176,628 +189%
3 4
5
6 7