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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

476 hedge funds and large institutions have $10.9B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 125 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+65
Holders Change %
+15.82%
% of All Funds
6.98%
Holding in Top 10
50
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25%
% of All Funds
0.73%
New
101
Increased
191
Reduced
125
Closed
29
Calls
$353K
Puts
$130K
Net Calls
+$223K
Net Calls Change
+$208K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$128M
2
CSIA
Charles Schwab Investment Advisory
California
+$70.1M
3
Morgan Stanley
Morgan Stanley
New York
+$62.8M
4
CAN
Cetera Advisor Networks
California
+$27.4M
5
KCPG
Kavar Capital Partners Group
Kansas
+$25.2M

Top Sellers

1
YAL
Your Advocates Ltd
Texas
-$5.72M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.06M
3
MWM
Meridian Wealth Management
Kentucky
-$2.47M
4
GVAG
Great Valley Advisor Group
Delaware
-$2.04M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
226
B. Riley Wealth Advisors
Florida
$755K -$88K -4,260 -10%
CA
227
Cetera Advisors
Colorado
$738K +$68.6K +3,321 +10%
TAM
228
Townsend Asset Management
North Carolina
$727K +$28.9K +1,401 +4%
AWS
229
Atria Wealth Solutions
New York
$723K +$204K +9,858 +39%
IC
230
IEQ Capital
California
$720K -$78.8K -3,816 -10%
CCA
231
Clarity Capital Advisors
Florida
$716K +$716K +34,683 New
LNWWM
232
Laird Norton Wetherby Wealth Management
California
$712K – – –
WPC
233
Wedmont Private Capital
Pennsylvania
$710K – – –
SFG
234
Sage Financial Group
Pennsylvania
$705K – – –
GM
235
GeoWealth Management
Illinois
$674K +$628K +30,429 +1,363%
ECM
236
Evergreen Capital Management
Washington
$665K +$168K +8,154 +34%
BAM
237
BOS Asset Management
Illinois
$660K +$660K +31,962 New
Envestnet Portfolio Solutions
238
Envestnet Portfolio Solutions
Illinois
$659K -$24.3K -1,179 -4%
BMM
239
Berkshire Money Management
Massachusetts
$657K +$657K +31,812 New
SPIA
240
Steward Partners Investment Advisory
New York
$649K +$325K +15,750 +100%
CW
241
Channel Wealth
California
$641K +$641K +31,056 New
IWM
242
Iams Wealth Management
Nebraska
$637K +$637K +30,849 New
AOWM
243
Alpha Omega Wealth Management
Virginia
$628K +$62.2K +3,012 +11%
DWM
244
Dechtman Wealth Management
Colorado
$619K +$3.28K +159 +0.5%
ICG
245
InterOcean Capital Group
Tennessee
$617K -$258K -12,510 -30%
AP
246
Appleton Partners
Massachusetts
$594K -$6.2K -300 -1%
CBFP
247
Cedar Brook Financial Partners
Ohio
$590K +$185 +9 +0%
S
248
SignatureFD
Georgia
$589K – – –
SCM
249
SOL Capital Management
Maryland
$588K – – –
CAG
250
Curtis Advisory Group
California
$581K -$14.8K -717 -2%
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