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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 %
JPMorgan Chase & Co
251
JPMorgan Chase & Co
New York
$21K – – –
PMFA
252
Plante Moran Financial Advisors
Michigan
$21K +$1.01K +57 +5%
EI
253
Ellevest Inc
New York
$19K +$19K +1,029 New
AWM
254
Avior Wealth Management
Nebraska
$19K +$19K +1,071 New
JCM
255
Jacobi Capital Management
Pennsylvania
$18K – – –
PCFFS
256
Pacific Center for Financial Services
California
$18K +$18K +1,026 New
MA
257
MCF Advisors
Kentucky
$17K -$65.2K -3,558 -79%
RIM
258
Rockbridge Investment Management
New York
$17K – – –
SIM
259
Sonora Investment Management
Arizona
$14K – – –
CAL
260
Capital Advisors Ltd
Ohio
$14K – – –
LWM
261
Liberty Wealth Management
California
$14K +$14K +774 New
JWM
262
Jackson Wealth Management
Florida
$13K -$788 -21,594 -6%
APW
263
Acima Private Wealth
Virginia
$13K – – –
HFS
264
Hantz Financial Services
Michigan
$12K -$5K -276 -29%
TF
265
TimeScale Financial
Massachusetts
$11K – – –
William Blair & Company
266
William Blair & Company
Illinois
$10K -$34.7K -2,019 -78%
RF
267
Robbins Farley
New Hampshire
$10K – – –
GT
268
Glenmede Trust
Pennsylvania
$10K +$10K +582 New
BL
269
Balentine LLC
Georgia
$9K +$9K +513 New
CIAS
270
Capital Investment Advisory Services
North Carolina
$8K -$2.65K -147 -25%
CA
271
Clearstead Advisors
Ohio
$8K – – –
BCM
272
Blume Capital Management
California
$8K – – –
ACA
273
Aptus Capital Advisors
Alabama
$8K – – –
NFSG
274
Newbridge Financial Services Group
Florida
$8K +$8K +441 New
HI
275
Harbour Investments
Wisconsin
$8K +$8K +456 New
9 10
11
12 13