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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

386 hedge funds and large institutions have $8.66B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.18%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.69%
New
41
Increased
175
Reduced
106
Closed
36
Calls
$242K
Puts
–
Net Calls
+$242K
Net Calls Change
+$242K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.63B
2
SEIA
2
Signature Estate & Investment Advisors
California
$131M
3
PPW
3
Pasadena Private Wealth
California
$18.8M
4
YAL
4
Your Advocates Ltd
Texas
$19.9M
5
ML
5
McAdam LLC
Pennsylvania
$116M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$714K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$25.3M
3
BFA
3
BMS Financial Advisors
South Dakota
$0
4
JWM
4
Jackson Wealth Management
Florida
$0
5
TWM
5
Tanglewood Wealth Management
Texas
$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
276
Bessemer Group
New Jersey
$223K – – –
CWM
277
Connecticut Wealth Management
Connecticut
$223K +$223K +12,165 New
AA
278
Aufman Associates
Pennsylvania
$221K – – –
KM
279
Kalos Management
Georgia
$218K -$110 -6 -0.1%
KIG
280
Kowal Investment Group
Wisconsin
$214K -$15.4K -840 -7%
Brown Advisory
281
Brown Advisory
Maryland
$212K +$212K +11,586 New
TC
282
TownSquare Capital
Utah
$212K +$212K +11,577 New
CFD
283
Creative Financial Designs
Indiana
$196K +$37.7K +2,061 +24%
LC
284
Lindbrook Capital
California
$189K – – –
MA
285
MCF Advisors
Kentucky
$166K – – –
LFG
286
Larson Financial Group
Missouri
$162K +$89.7K +4,902 +124%
FWP
287
FAS Wealth Partners
Kansas
$158K +$714 +39 +0.5%
JPMorgan Chase & Co
288
JPMorgan Chase & Co
New York
$147K +$31K +1,698 +27%
BA
289
Bristlecone Advisors
Washington
$136K +$136K +7,407 New
AIP
290
Ahrens Investment Partners
Louisiana
$125K +$125K +6,849 New
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$120K -$879 -48 -0.7%
FRA
292
Front Row Advisors
California
$106K – – –
FFA
293
Farther Finance Advisors
California
$102K +$18.7K +1,023 +22%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$102K -$63.2K -3,453 -38%
AC
295
AlphaCore Capital
California
$102K – – –
GGI
296
Godsey & Gibb Inc
Virginia
$98.4K +$98.4K +5,373 New
PMFA
297
Plante Moran Financial Advisors
Michigan
$98.1K -$107K -5,823 -52%
TFGT
298
TS Financial Group (TSFG)
Illinois
$93K +$274 +15 +0.3%
AWM
299
Abound Wealth Management
Tennessee
$84.9K +$384 +21 +0.5%
AF
300
Allworth Financial
California
$83.2K +$2.03K +111 +3%
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