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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

302 hedge funds and large institutions have $5.87B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
5.3%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.44%
New
46
Increased
110
Reduced
77
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$4.74B
2
LF
Lee Financial
Texas
$26.2M
3
Bank of America
Bank of America
North Carolina
$25.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
$7.55M
5
AWM
AE Wealth Management
Kansas
$59M

Top Sellers

1
RCA
Resonant Capital Advisors
Wisconsin
$15M
2
Morgan Stanley
Morgan Stanley
New York
$22.5M
3
GW
GW & Wade
Massachusetts
$1.94M
4
TA
Tiedemann Advisors
New York
$6.23M
5
AWA
Arete Wealth Advisors
Illinois
$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
226
McIlrath & Eck
Washington
$53K – – –
APA
227
American Portfolios Advisors
New York
$50.5K +$162 +9 +0.3%
JFA
228
JNBA Financial Advisors
Minnesota
$49K – – –
DOA
229
D'Orazio & Associates
Virginia
$46K +$46K +2,547 New
MFA
230
McClarren Financial Advisors
Pennsylvania
$44K – – –
HPC
231
HM Payson & Co
Maine
$44K +$43.3K +2,418 +6,200%
JPLA
232
Joseph P. Lucia & Associates
New York
$39K – – –
Koshinski Asset Management
233
Koshinski Asset Management
Illinois
$37.1K +$37.1K +2,064 New
BlackRock
234
BlackRock
New York
$36K -$5.61K -315 -13%
Franklin Resources
235
Franklin Resources
California
$33K – – –
BW
236
Bison Wealth
Georgia
$31K -$12.2K -672 -28%
CTC
237
Central Trust Company
Missouri
$30K – – –
WFA
238
WestHill Financial Advisors
California
$29K +$29K +1,608 New
BWM
239
BerganKDV Wealth Management
Minnesota
$27K +$27K +1,488 New
CIA
240
Choate Investment Advisors
Massachusetts
$26K -$13.8K -777 -35%
S
241
SignatureFD
Georgia
$26K – – –
IRC
242
Investors Research Corp
Georgia
$25K +$25K +1,413 New
RP
243
Rice Partnership
Hawaii
$24K – – –
KFI
244
Key Financial Inc
Pennsylvania
$24K +$13.3K +750 +124%
MHR
245
Matthew Hamilton Rosenberg
$24K +$24K +1,341 New
RG
246
Retirement Group
California
$23K – – –
GKWIM
247
Gerber Kawasaki Wealth & Investment Management
California
$23K +$23K +1,446 New
Barclays
248
Barclays
United Kingdom
$22K -$124K -6,993 -85%
ATC
249
Adirondack Trust Company
New York
$22K – – –
RFA
250
Reilly Financial Advisors
California
$22K +$2.42K +135 +12%
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10
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