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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 %
TW
426
Transform Wealth
Colorado
– -$236K -12,324 Closed
AP
427
Arlington Partners
Alabama
– -$236K -12,324 Closed
KM
428
Kalos Management
Georgia
– -$228K -11,883 Closed
TC
429
TownSquare Capital
Utah
– -$226K -11,757 Closed
Brown Advisory
430
Brown Advisory
Maryland
– -$222K -11,586 Closed
RFC
431
Regions Financial Corp
Alabama
– -$216K -11,253 Closed
SFS
432
Stiles Financial Services
Minnesota
– -$206K -10,740 Closed
SWM
433
SeaCrest Wealth Management
New York
– -$205K -10,665 Closed
FFA
434
First Foundation Advisors
California
– -$201K -10,464 Closed
SHFA
435
SC&H Financial Advisors
Maryland
– -$200K -10,446 Closed
CWM
436
Castle Wealth Management
Florida
– -$200K -10,425 Closed
SF
437
Safeguard Financial
Wisconsin
– -$102K -5,355 Closed
BAAM
438
Baker Avenue Asset Management
California
– -$89.2K -4,650 Closed
HS
439
Horan Securities
United States
– -$21K -1,095 Closed
NC
440
NewSquare Capital
Pennsylvania
– -$18K -936 Closed
HWA
441
HHM Wealth Advisors
Tennessee
– -$14K -729 Closed
UB
442
UMB Bank
Missouri
– -$11.5K -600 Closed
NRC
443
New Republic Capital
North Carolina
– -$5.47K -285 Closed
WWP
444
WR Wealth Planners
Missouri
– -$4.33K -225 Closed
SFC
445
SYM Financial Corp
Indiana
– -$2.71K -141 Closed
HPC
446
HM Payson & Co
Maine
– -$782 -42 Closed
VAG
447
VisionPoint Advisory Group
Texas
– -$460 -24 Closed
CFFP
448
Center for Financial Planning
Michigan
– -$403 -21 Closed
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