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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

196 hedge funds and large institutions have $4.2B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-26
Holders Change %
-11.71%
% of All Funds
4.33%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.42%
New
26
Increased
68
Reduced
67
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.64B
2
Victory Capital Management
2
Victory Capital Management
Texas
$40.8M
3
KLI
3
Kelman-Lazarov Inc
Tennessee
$26.3M
4
CCA
4
Cobblestone Capital Advisors
New York
$25.8M
5
Bank of America
5
Bank of America
North Carolina
$11.9M

Top Sellers

1
MAM
1
Madison Asset Management
Wisconsin
$2.11M
2
TWM
2
Tanglewood Wealth Management
Texas
$0
3
Ameriprise
3
Ameriprise
Minnesota
$28.7M
4
ACA
4
Ackerman Capital Advisors
Texas
$9.18M
5
CC
5
Callan Capital
California
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETS
26
ESL Trust Services
New York
$5.95M – – –
CCM
27
Covington Capital Management
California
$5.81M +$40.6K +3,885 +0.7%
FNC
28
First National Corp
Massachusetts
$5.57M +$5.57M +108,006 New
UBS Group
29
UBS Group
Switzerland
$5.56M +$271K +25,926 +5%
CPC
30
Consolidated Planning Corp
Georgia
$5.32M +$248K +23,790 +5%
WPIC
31
White Pine Investment Company
Michigan
$4.74M +$457K +43,770 +11%
RWM
32
Reston Wealth Management
Virginia
$4.2M +$51.1K +4,893 +1%
CST
33
Charles Schwab Trust
Nevada
$4.07M -$2.12M -202,938 -34%
FANJ
34
Financial Architects (New Jersey)
New Jersey
$3.65M -$364K -34,842 -9%
BCWM
35
Bartlett & Co Wealth Management
Ohio
$3.57M +$1.44M +137,610 +67%
BC
36
Bartlett & Co
Ohio
$3.57M +$3.57M +342,135 New
Goldman Sachs
37
Goldman Sachs
New York
$3.5M +$3.5M +335,058 New
CFA
38
Carroll Financial Associates
North Carolina
$2.99M -$2.46M -235,776 -45%
OWM
39
Opes Wealth Management
California
$2.91M -$38.1K -3,651 -1%
LRIA
40
Leonard Rickey Investment Advisors
Washington
$2.88M +$289K +27,648 +11%
FSWA
41
Financial Synergies Wealth Advisors
Texas
$2.84M +$246K +23,571 +9%
BWA
42
Burt Wealth Advisors
Maryland
$2.83M +$519K +49,707 +22%
GAM
43
Gemmer Asset Management
California
$2.78M -$113K -10,776 -4%
MML Investors Services
44
MML Investors Services
Massachusetts
$2.72M +$396K +37,923 +17%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.52M +$2.52M +4,441,245 New
VNA
46
Valley National Advisers
Pennsylvania
$2.5M -$74.4K -7,128 -3%
FC
47
FCA Corp
Texas
$2.4M +$207K +19,866 +9%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$2.27M +$250K +23,961 +12%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.25M +$264K +25,248 +13%
HighTower Advisors
50
HighTower Advisors
Illinois
$2.24M -$2.26M -216,510 -50%
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