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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.

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

Top Sellers

1
RCA
1
Resonant Capital Advisors
Wisconsin
$15M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.5M
3
GW
3
GW & Wade
Massachusetts
$1.94M
4
TA
4
Tiedemann Advisors
New York
$6.23M
5
AWA
5
Arete Wealth Advisors
Illinois
$395K
Name Market Value Shares Shares
Change 		Shares
Change %
WQ
301
Wealth Quarterback
New Jersey
$1K 6 +6 New
AWM
302
Activest Wealth Management
Florida
$1K 63 +63 New
SSB
303
Sandy Spring Bank
Maryland
$1K 81 +81 New
Deutsche Bank
304
Deutsche Bank
Germany
– – -40,722 Closed
Jane Street
305
Jane Street
New York
– – -29,739 Closed
TRCT
306
Tower Research Capital (TRC)
New York
– – -26,970 Closed
Goldman Sachs
307
Goldman Sachs
New York
– – -15,180 Closed
SL
308
Savior LLC
Massachusetts
– – -13,899 Closed
BWL
309
Beacon Wealthcare LLC
North Carolina
– – -12,120 Closed
MCM
310
Maryland Capital Management
Maryland
– – -11,409 Closed
WAP
311
Wealthcare Advisory Partners
Pennsylvania
– – -11,070 Closed
AC
312
Arjuna Capital
North Carolina
– – -5,586 Closed
RDWM
313
Red Door Wealth Management
Tennessee
– – -3,570 Closed
WPA
314
West Paces Advisors
Georgia
– – -2,661 Closed
FWM
315
Filbrandt Wealth Management
Wisconsin
– – -360 Closed
EVM
316
Eaton Vance Management
Massachusetts
$0 3,966 -336 -8%
BFC
317
Bedel Financial Consulting
Indiana
– – -285 Closed
SB
318
Strategic Blueprint
Georgia
– – -279 Closed
APWA
319
Atlas Private Wealth Advisors
New Jersey
– – -42 Closed
CFD
320
Creative Financial Designs
Indiana
– – -30 Closed
SWA
321
Sutton Wealth Advisors
Florida
– – – –
CFGS
322
Concourse Financial Group Securities
Alabama
– – – –
9 10 11 12
13