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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

623 hedge funds and large institutions have $14.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 256 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+58
Holders Change %
+10.27%
% of All Funds
8.3%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.84%
New
110
Increased
256
Reduced
153
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$9.31B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$354M
3
LPL Financial
3
LPL Financial
California
$58.9M
4
SEIA
4
Signature Estate & Investment Advisors
California
$246M
5
MFG
5
Merit Financial Group
Georgia
$10.1M

Top Sellers

1
CPG
1
Cornerstone Planning Group
New Jersey
$33.6M
2
FSG
2
Financial Strategies Group
Michigan
$19.7M
3
Ameriprise
3
Ameriprise
Minnesota
$139M
4
PCA
4
Pallas Capital Advisors
Massachusetts
$9.74M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
176
Warner Financial
Maryland
$2.73M +$461K +19,454 +20%
WIP
177
WealthCare Investment Partners
Rhode Island
$2.7M +$367K +15,541 +16%
LPAM
178
Lodestar Private Asset Management
California
$2.67M -$21.7K -915 -0.8%
SAI
179
Savvy Advisors Inc
New York
$2.63M +$410K +17,326 +18%
WWA
180
Wingate Wealth Advisors
Massachusetts
$2.63M +$2.63M +110,943 New
SC
181
Savant Capital
Illinois
$2.57M +$152K +6,408 +6%
WANY
182
Wealthspire Advisors (New York)
New York
$2.53M +$3.15K +133 +0.1%
PFS
183
Prospera Financial Services
Texas
$2.46M +$36.7K +1,549 +2%
APW
184
Austin Private Wealth
Texas
$2.43M -$10.4K -440 -0.4%
RBWA
185
RFG - Bristol Wealth Advisors
Massachusetts
$2.38M +$2.38M +100,370 New
SNWA
186
Siligmueller & Norvid Wealth Advisors
Illinois
$2.36M +$2.36M +99,471 New
WCM
187
Whitener Capital Management
North Carolina
$2.32M -$36.1K -1,525 -2%
BWM
188
BCS Wealth Management
Tennessee
$2.32M +$2.32M +97,938 New
EWM
189
Empirical Wealth Management
Washington
$2.31M +$147K +6,194 +7%
AF
190
Allworth Financial
California
$2.3M +$2.03M +82,787 +763%
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$2.26M +$73.7K +3,100 +3%
CPA
192
Cathy Pareto & Associates
Florida
$2.25M +$2.25M +95,222 New
PWM
193
Perigon Wealth Management
California
$2.25M +$422K +17,455 +23%
PCMN
194
Paradigm Capital Management (Nevada)
Nevada
$2.24M +$206K +8,691 +10%
RWM
195
Riverchase Wealth Management
Texas
$2.24M +$2.24M +94,631 New
WA
196
Wealthstar Advisors
Texas
$2.23M +$2.23M +94,233 New
FNC
197
First National Corp
Massachusetts
$2.18M +$7.53K +318 +0.3%
RWRC
198
R.W. Roge & Company
New York
$2.13M -$2.13M -89,785 -50%
VFA
199
Valeo Financial Advisors
Indiana
$2.11M +$21.9K +926 +1%
CCAM
200
Cascades Capital Asset Management
North Carolina
$2.07M +$590K +24,908 +40%
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