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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

412 hedge funds and large institutions have $9.31B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+26
Holders Change %
+6.74%
% of All Funds
6.5%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
67
Increased
172
Reduced
104
Closed
37
Calls
$265K
Puts
–
Net Calls
+$265K
Net Calls Change
+$23K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$7.06B
2
Ameriprise
Ameriprise
Minnesota
$40.9M
3
CC
Callan Capital
California
$54.1M
4
SEIA
Signature Estate & Investment Advisors
California
$148M
5
NB
Northwest Bancshares
Pennsylvania
$119M

Top Sellers

1
PPW
Pasadena Private Wealth
California
$0
2
SL
Systelligence LLC
Minnesota
$10.2M
3
LWM
Liberty Wealth Management
California
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$47.3M
5
CWA
Consilium Wealth Advisory
Texas
$696K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
376
Cape Investment Advisory
Georgia
$11.9K +$58 +3 +0.5%
UB
377
UMB Bank
Missouri
$11.5K – – –
AWM
378
Avior Wealth Management
Nebraska
$11.5K – – –
PK
379
Pflug Koory
Nebraska
$11.5K +$11.5K +600 New
SIS
380
Sound Income Strategies
Florida
$11.3K -$32.6K -1,701 -74%
LWA
381
Lowe Wealth Advisors
Maryland
$11.2K – – –
TF
382
TimeScale Financial
Massachusetts
$10.2K – – –
EWM
383
Endurance Wealth Management
Rhode Island
$10K – – –
AIC
384
Archer Investment Corporation
Indiana
$8.92K +$8.92K +465 New
CIAS
385
Capital Investment Advisory Services
North Carolina
$8.81K +$58 +3 +0.7%
GWANC
386
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.64K – – –
GWSG
387
GPS Wealth Strategies Group
Colorado
$6.22K – – –
NRC
388
New Republic Capital
North Carolina
$5.47K – – –
HCM
389
Hollencrest Capital Management
California
$5.47K – – –
DAM
390
Delta Asset Management
Tennessee
$5.18K – – –
CG
391
Cutler Group
California
$5K +$5K +300 New
SMA
392
Sage Mountain Advisors
Georgia
$4.61K +$4.61K +240 New
WWP
393
WR Wealth Planners
Missouri
$4.33K +$4.33K +225 New
SWA
394
SOA Wealth Advisors
New York
$4.15K – – –
CWP
395
Concord Wealth Partners
Virginia
$3.96K +$57 +3 +1%
KA
396
Kozak & Associates
Colorado
$3.64K – – –
WWM
397
Wagner Wealth Management
South Carolina
$3.57K +$806 +42 +29%
WOSD
398
WFA of San Diego
California
$3.28K +$3.28K +171 New
FMP
399
Financial Management Professionals
Texas
$3K – – –
SFC
400
SYM Financial Corp
Indiana
$2.71K +$2.71K +141 New
14 15
16
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