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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 %
PWSG
126
Pacific Wealth Strategies Group
California
$6.29M 266,422 +3,038 +1%
FM
127
Foster & Motley
Ohio
$6.24M 264,269 -5,612 -2%
CAM
128
Cidel Asset Management
Ontario, Canada
$6.24M 264,213 +3,720 +1%
IA
129
Integrity Alliance
Iowa
$6.22M 263,449 +243,835 +1,243%
GFP
130
Guardian Financial Partners
California
$6.14M 260,082 +23,326 +10%
MPW
131
Magnolia Private Wealth
Pennsylvania
$6.08M 257,515 -8,864 -3%
Jones Financial Companies
132
Jones Financial Companies
Missouri
$6.05M 258,752 +72,627 +39%
DC
133
Darrow Company
Massachusetts
$5.87M 248,825 +11,590 +5%
RTL
134
Red Tortoise LLC
Georgia
$5.66M 239,711 +22,455 +10%
FWM
135
Foguth Wealth Management
Michigan
$5.59M 236,865 -60,719 -20%
SAW
136
Signal Advisors Wealth
Michigan
$5.46M 231,265 -61,526 -21%
WANY
137
Wealthspire Advisors (New York)
New York
$5.28M 223,466 +116,833 +110%
CFO
138
Collective Family Office
Pennsylvania
$5.24M 222,040 -737 -0.3%
TFS
139
Thoroughbred Financial Services
Tennessee
$5.2M 220,129 +26,806 +14%
AC
140
Avant Capital
Louisiana
$5.18M 219,310 +4,483 +2%
AWE
141
Avidian Wealth Enterprises
Texas
$4.87M 206,337 +1,019 +0.5%
CFO
142
CVA Family Office
Colorado
$4.63M 196,039 -1,954 -1%
CL
143
COWA LLC
Oklahoma
$4.6M 194,881 +8,969 +5%
DSA
144
Droms Strauss Advisors
Missouri
$4.55M 192,570 -4,220 -2%
EWA
145
Exencial Wealth Advisors
Oklahoma
$4.47M 189,311 -3,158 -2%
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$4.47M 189,115 +52,042 +38%
BEAM
147
Baker Ellis Asset Management
Washington
$4.45M 188,421 +5,184 +3%
QCM
148
Quantinno Capital Management
New York
$4.36M 184,754 +52,942 +40%
SHF
149
Stage Harbor Financial
Massachusetts
$4.27M 180,904 – –
MSFS
150
Main Street Financial Solutions
Pennsylvania
$4.26M 180,533 +180,533 New
4 5
6
7 8