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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 $3.45B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 85 reducing their positions, and 30 closing their positions.

Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
4.03%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.33%
New
31
Increased
48
Reduced
85
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Opes Wealth Management
California
$11.1M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$17.4M
3
MWM
3
Merriman Wealth Management
Washington
$6.53M
4
GWS
4
Glassman Wealth Services
Virginia
$45.7M
5
CST
5
Charles Schwab Trust
Nevada
$8.57M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.88B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.13M
3
QCG
3
Quadrant Capital Group
Ohio
$6.32M
4
Victory Capital Management
4
Victory Capital Management
Texas
$24M
5
TA
5
Tiedemann Advisors
New York
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
26
Bartlett & Co Wealth Management
Ohio
$6.27M 170,219 +56,174 +49%
UBS Group
27
UBS Group
Switzerland
$5.96M 161,776 -15,557 -9%
CPC
28
Consolidated Planning Corp
Georgia
$5.93M 161,051 -8,649 -5%
CC
29
Callan Capital
California
$5.52M 149,921 -64,240 -30%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$5.07M 137,638 +98,397 +251%
BWA
31
Burt Wealth Advisors
Maryland
$4.95M 134,289 +43,900 +49%
RWM
32
Reston Wealth Management
Virginia
$4.75M 128,793 -5,122 -4%
Osaic Holdings
33
Osaic Holdings
Arizona
$4.13M 112,129 -1,368,286 -92%
FANJ
34
Financial Architects (New Jersey)
New Jersey
$4.06M 110,135 -6,218 -5%
LRIA
35
Leonard Rickey Investment Advisors
Washington
$4.01M 108,772 +16,891 +18%
DSA
36
Droms Strauss Advisors
Missouri
$3.84M 104,292 -280,339 -73%
SWM
37
Shakespeare Wealth Management
Wisconsin
$3.42M 92,707 +27,258 +42%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$3.36M 91,235 +19,528 +27%
CFA
39
Carroll Financial Associates
North Carolina
$3.36M 91,107 -4,456 -5%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.26M 88,371 +1,513 +2%
FSWA
41
Financial Synergies Wealth Advisors
Texas
$3.24M 87,840 -2,917 -3%
GAM
42
Gemmer Asset Management
California
$3.15M 85,448 -3,116 -4%
USAA
43
United Services Automobile Association
Texas
$3.07M 83,153 +83,153 New
Citadel Advisors
44
Citadel Advisors
Florida
$3.04M 82,403 +82,403 New
FC
45
FCA Corp
Texas
$2.91M 79,000 +2,496 +3%
TRCT
46
Tower Research Capital (TRC)
New York
$2.86M 77,736 +77,736 New
OMC
47
Old Mission Capital
Illinois
$2.63M 71,371 +71,371 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$2.53M 68,808 +68,808 New
YAL
49
Your Advocates Ltd
Texas
$2.49M 65,310 -151,362 -70%
FM
50
Foster & Motley
Ohio
$2.46M 66,786 +3,334 +5%
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