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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 %
CWM
251
Cedar Wealth Management
California
$572K -$428K -20,721 -43%
HI
252
Harbour Investments
Wisconsin
$563K +$31.8K +1,539 +6%
CPIG
253
Chicago Partners Investment Group
Illinois
$563K +$109K +5,283 +24%
EAM
254
Evanson Asset Management
California
$546K -$2.29K -111 -0.4%
BIG
255
Builder Investment Group
Georgia
$546K – – –
ST
256
Sabal Trust
Florida
$544K -$10.8K -522 -2%
WA
257
WESPAC Advisors
California
$538K +$1.05K +51 +0.2%
WIP
258
WealthCare Investment Partners
Rhode Island
$520K +$520K +25,134 New
DWM
259
Darwin Wealth Management
Florida
$519K -$48.4K -2,346 -9%
HIP
260
HUB Investment Partners
Texas
$518K +$178K +8,610 +52%
AC
261
Apella Capital
Connecticut
$518K +$518K +25,323 New
EFG
262
Embree Financial Group
Illinois
$512K +$512K +24,822 New
VCM
263
Vivaldi Capital Management
Illinois
$509K +$15.1K +723 +3%
JIC
264
Johnson Investment Counsel
Ohio
$507K +$33.9K +1,641 +7%
WFA
265
Wellspring Financial Advisors
Ohio
$498K +$2.66K +129 +0.5%
DACG
266
Donor Advised Charitable Giving
California
$497K +$497K +24,078 New
BSW
267
Buckingham Strategic Wealth
Missouri
$483K -$229K -11,112 -32%
SAI
268
Savvy Advisors Inc
New York
$479K +$479K +23,220 New
KCIC
269
Kuhn & Co Investment Counsel
Illinois
$477K +$477K +23,082 New
MCM
270
MAI Capital Management
Ohio
$476K +$17.5K +846 +4%
RVPG
271
Relative Value Partners Group
$472K -$336K -16,275 -42%
IWM
272
IHT Wealth Management
Illinois
$470K +$31K +1,503 +7%
EWA
273
EP Wealth Advisors
California
$464K -$95.1K -4,605 -17%
AWA
274
Archvest Wealth Advisors
California
$456K +$456K +22,065 New
Empower Advisory Group
275
Empower Advisory Group
Colorado
$455K +$455K +22,056 New
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