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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 %
SIS
376
Sound Income Strategies
Florida
$11K – – –
LWA
377
Lowe Wealth Advisors
Maryland
$10.9K – – –
GT
378
Glenmede Trust
Pennsylvania
$10.9K -$22.1K -1,185 -67%
SL
379
Salomon & Ludwin
Virginia
$10.3K +$10.3K +552 New
AIC
380
Archer Investment Corporation
Indiana
$8.68K – – –
CIAS
381
Capital Investment Advisory Services
North Carolina
$8.61K +$56 +3 +0.7%
GWANC
382
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.4K – – –
JFGIW
383
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.28K -$11.8K -630 -59%
EW
384
Element Wealth
Mississippi
$7.22K +$7.22K +387 New
Fifth Third Bancorp
385
Fifth Third Bancorp
Ohio
$7.11K +$7.11K +381 New
WWM
386
Wagner Wealth Management
South Carolina
$6.6K +$3.13K +168 +90%
GWSG
387
GPS Wealth Strategies Group
Colorado
$6.04K – – –
HCM
388
Hollencrest Capital Management
California
$5.32K – – –
DAM
389
Delta Asset Management
Tennessee
$5.04K – – –
Simplex Trading
390
Simplex Trading
Illinois
$5K +$5K +300 New
MIM
391
Macroview Investment Management
Maryland
$4.59K +$4.59K +246 New
SMA
392
Sage Mountain Advisors
Georgia
$4.48K – – –
SWA
393
SOA Wealth Advisors
New York
$4.03K – – –
HGERS
394
Householder Group Estate & Retirement Specialist
Arizona
$4.03K +$4.03K +216 New
CWP
395
Concord Wealth Partners
Virginia
$3.87K – – –
KA
396
Kozak & Associates
Colorado
$3.5K – – –
WOSD
397
WFA of San Diego
California
$3.19K – – –
FMP
398
Financial Management Professionals
Texas
$3K – – –
AssetMark Inc
399
AssetMark Inc
California
$2.63K +$2.46K +132 +1,467%
CCMI
400
Creative Capital Management Investments
California
$2.63K +$2.63K +141 New
14 15
16
17 18