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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
$174M
2
CSIA
Charles Schwab Investment Advisory
California
$7.77B
3
Morgan Stanley
Morgan Stanley
New York
$123M
4
CAN
Cetera Advisor Networks
California
$30.5M
5
KCPG
Kavar Capital Partners Group
Kansas
$48.6M

Top Sellers

1
YAL
Your Advocates Ltd
Texas
$16.9M
2
Osaic Holdings
Osaic Holdings
Arizona
$38.5M
3
MWM
Meridian Wealth Management
Kentucky
$2.46M
4
GVAG
Great Valley Advisor Group
Delaware
$4.43M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
351
DHJJ Financial Advisors
Illinois
$238K -$15.4K -744 -6%
WJWM
352
Williams Jones Wealth Management
New York
$234K -$13.3K -645 -5%
NRI
353
NFP Retirement Inc
California
$231K +$231K +11,181 New
MA
354
MCF Advisors
Kentucky
$231K – – –
AssetMark Inc
355
AssetMark Inc
California
$225K +$223K +10,779 +7,645%
TC
356
TownSquare Capital
Utah
$223K +$223K +10,812 New
SOS
357
Silver Oak Securities
Tennessee
$223K -$719K -34,815 -76%
SHFA
358
SC&H Financial Advisors
Maryland
$218K +$218K +10,554 New
SWM
359
SeaCrest Wealth Management
New York
$217K +$217K +10,566 New
DWM
360
Destination Wealth Management
California
$216K +$216K +10,461 New
CWM
361
Castle Wealth Management
Florida
$215K +$215K +10,425 New
CAI
362
Capital Advisors Inc
Oklahoma
$215K -$12.2K -591 -5%
SAM
363
SignalPoint Asset Management
Missouri
$213K -$7.96K -387 -4%
NCM
364
Next Capital Management
New York
$213K +$213K +10,299 New
EWA
365
Elevate Wealth Advisory
Georgia
$210K +$210K +10,161 New
SC
366
Sinecera Capital
Texas
$210K +$210K +10,152 New
CPRC
367
Consolidated Portfolio Review Corp
New York
$209K -$884K -42,810 -81%
ACA
368
Aspire Capital Advisors
Washington
$206K +$206K +9,987 New
BJL
369
Brighton Jones LLC
Washington
$203K +$203K +9,828 New
US Bancorp
370
US Bancorp
Minnesota
$202K -$188K -9,102 -48%
WCA
371
Westover Capital Advisors
Delaware
$202K +$202K +9,777 New
ST
372
Smithfield Trust
Pennsylvania
$197K +$197K +9,540 New
FWP
373
FAS Wealth Partners
Kansas
$197K +$16.8K +813 +9%
PCWA
374
Pacific Capital Wealth Advisors
California
$166K +$166K +8,052 New
PMFA
375
Plante Moran Financial Advisors
Michigan
$159K +$37.8K +1,833 +31%
13 14
15
16 17