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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

411 hedge funds and large institutions have $9.26B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.55%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.64%
New
39
Increased
190
Reduced
114
Closed
35
Calls
$129K
Puts
$114K
Net Calls
+$15K
Net Calls Change
-$250K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$6.96B
2
AA
ALPS Advisors
Colorado
$39.7M
3
PA
Prism Advisors
California
$10.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$37.6M
5
CC
Callan Capital
California
$61.3M

Top Sellers

1
AIA
Arcadia Investment Advisors
Idaho
$1.86M
2
AFA
Arlington Financial Advisors
California
$19.6M
3
TWM
Tanglewood Wealth Management
Texas
$28.8M
4
Cerity Partners
Cerity Partners
New York
$1.76M
5
NB
Northwest Bancshares
Pennsylvania
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
ITIM
351
Indiana Trust & Investment Management
Indiana
$34.1K +$34.1K +1,830 New
IRC
352
Investors Research Corp
Georgia
$30.6K – – –
WFA
353
WestHill Financial Advisors
California
$28.6K – – –
CAL
354
Capital Analysts LLC
Pennsylvania
$28K +$56 +3 +0.2%
CIA
355
Choate Investment Advisors
Massachusetts
$27.4K – – –
PB
356
Pinnacle Bancorp
Nebraska
$27.3K – – –
GI
357
Gradient Investments
Minnesota
$25.1K +$24.2K +1,299 +2,887%
WT
358
Washington Trust
Rhode Island
$23.6K – – –
National Bank of Canada
359
National Bank of Canada
Quebec, Canada
$22.9K – – –
AWM
360
Avior Wealth Management
Nebraska
$22.4K +$11.2K +600 +100%
AAP
361
Arax Advisory Partners
Colorado
$22.4K +$22.4K +1,200 New
ATC
362
Adirondack Trust Company
New York
$21.5K – – –
BAM
363
Bellevue Asset Management
Washington
$21.4K – – –
GWMIA
364
Global Wealth Management Investment Advisory
Florida
$16.9K – – –
IWP
365
IAG Wealth Partners
Wisconsin
$16.5K – – –
CG
366
Cutler Group
California
$16K +$10.7K +600 +200%
LFA
367
LGT Financial Advisors
Texas
$15.8K -$7.28K -390 -31%
MRCM
368
M&R Capital Management
New Jersey
$15.8K +$112 +6 +0.7%
CIA
369
Cape Investment Advisory
Georgia
$14.6K +$3.08K +165 +27%
KFI
370
Key Financial Inc
Pennsylvania
$14K – – –
TWD
371
True Wealth Design
Ohio
$12.9K -$24.9K -1,332 -66%
HFS
372
Hantz Financial Services
Michigan
$12K – – –
CAL
373
Capital Advisors Ltd
Ohio
$12K – – –
PK
374
Pflug Koory
Nebraska
$11.2K – – –
MAWA
375
Moss Adams Wealth Advisors
Washington
$11.2K +$11.2K +600 New
13 14
15
16 17