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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

498 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+22
Holders Change %
+4.62%
% of All Funds
7.22%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.77%
New
62
Increased
229
Reduced
136
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$162M
2
Ameriprise
Ameriprise
Minnesota
+$104M
3
Charles Schwab
Charles Schwab
California
+$81.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$39.2M
5
GC
Gratus Capital
Georgia
+$19.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$54.5M
2
KCPG
Kavar Capital Partners Group
Kansas
-$24.8M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$19.1M
4
Osaic Holdings
Osaic Holdings
Arizona
-$17.6M
5
AFA
Arlington Financial Advisors
California
-$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AO
351
Advisor OS
Illinois
$274K +$274K +12,192 New
IFA
352
Index Fund Advisors
California
$274K +$135 +6 +0%
CL
353
Choreo LLC
Illinois
$272K +$272K +12,111 New
SWM
354
Sugarloaf Wealth Management
Georgia
$271K +$1.15K +51 +0.4%
AC
355
Anson Capital
Georgia
$270K – – –
Empower Advisory Group
356
Empower Advisory Group
Colorado
$269K -$227K -10,095 -46%
MIC
357
Meridian Investment Counsel
California
$268K +$268K +11,922 New
KPWS
358
Kestra Private Wealth Services
Texas
$267K +$267K +11,868 New
DFA
359
DHJJ Financial Advisors
Illinois
$256K -$2.9K -129 -1%
WCFA
360
Walkner Condon Financial Advisors
Wisconsin
$255K -$14K -621 -5%
SSW
361
Stone Summit Wealth
Florida
$253K +$253K +11,265 New
MA
362
MCF Advisors
Kentucky
$251K – – –
SOS
363
Silver Oak Securities
Tennessee
$251K +$8.42K +375 +3%
WCA
364
Westover Capital Advisors
Delaware
$250K +$30.2K +1,344 +14%
WWM
365
Western Wealth Management
Colorado
$240K -$158K -7,020 -40%
WFAG
366
Worth Financial Advisory Group
North Carolina
$239K +$239K +10,650 New
BAWC
367
Boyce & Associates Wealth Consulting
Texas
$238K +$238K +10,611 New
SHFA
368
SC&H Financial Advisors
Maryland
$238K +$1.01K +45 +0.4%
SWM
369
SeaCrest Wealth Management
New York
$238K +$539 +24 +0.2%
WJWM
370
Williams Jones Wealth Management
New York
$235K -$19.2K -855 -8%
CWM
371
Castle Wealth Management
Florida
$234K – – –
SAM
372
SignalPoint Asset Management
Missouri
$233K – – –
CPP
373
Capasso Planning Partners
South Carolina
$232K +$232K +10,311 New
JWCA
374
J.W. Cole Advisors
Florida
$230K +$230K +10,284 New
DFG
375
Delta Financial Group
New Jersey
$230K +$230K +10,257 New
13 14
15
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