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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
+$36M
2
CPG
Cornerstone Planning Group
New Jersey
+$31.3M
3
Charles Schwab
Charles Schwab
California
+$22.8M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$22.5M
5
AWM
Allen Wealth Management
North Carolina
+$22.4M

Top Sellers

1
PA
Prism Advisors
California
-$12.1M
2
CFA
Cahill Financial Advisors
Minnesota
-$4.22M
3
NB
Northwest Bancshares
Pennsylvania
-$1.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.42M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
376
Thrivent Financial for Lutherans
Minnesota
$317K +$24.2K +1,011 +8%
Financial Engines Advisors
377
Financial Engines Advisors
California
$316K +$86.7K +3,624 +38%
TYCC
378
Texas Yale Capital Corp
Florida
$316K – – –
RWIA
379
Roger Wittlin Investment Advisory
California
$316K – – –
AA
380
Aufman Associates
Pennsylvania
$315K -$8.11K -339 -3%
LGWM
381
Litman Gregory Wealth Management
California
$314K +$4.09K +171 +1%
FLPIM
382
F.L. Putnam Investment Management
Massachusetts
$312K +$10.3K +432 +3%
CICC
383
Capital Investment Counsel (Colorado)
Colorado
$311K +$311K +13,017 New
ACM
384
Advisors Capital Management
New Jersey
$311K – – –
SWM
385
SeaCrest Wealth Management
New York
$304K +$51K +2,130 +20%
RFC
386
Regions Financial Corp
Alabama
$302K – – –
YCM
387
Yousif Capital Management
Michigan
$301K +$301K +12,600 New
AAS
388
Avantax Advisory Services
Texas
$296K +$21.7K +909 +8%
CWM
389
Connecticut Wealth Management
Connecticut
$296K +$933 +39 +0.3%
IFA
390
Index Fund Advisors
California
$292K +$287 +12 +0.1%
SWM
391
Sugarloaf Wealth Management
Georgia
$291K +$2.58K +108 +0.9%
QCM
392
Quantinno Capital Management
New York
$291K +$291K +12,150 New
AC
393
Anson Capital
Georgia
$288K – – –
MIC
394
Meridian Investment Counsel
California
$285K – – –
DFA
395
DHJJ Financial Advisors
Illinois
$274K +$1.29K +54 +0.5%
BWA
396
Bordeaux Wealth Advisors
California
$274K +$274K +11,466 New
SSW
397
Stone Summit Wealth
Florida
$269K – – –
DAS
398
Dynamic Advisor Solutions
Arizona
$269K -$84.5K -3,531 -24%
CP
399
Creekside Partners
California
$268K – – –
MA
400
MCF Advisors
Kentucky
$267K -$12.7K -531 -5%
14 15
16
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