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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

218 hedge funds and large institutions have $4.4B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 58 reducing their positions, and 17 closing their positions.

Holders
218
Holders Change
+28
Holders Change %
+14.74%
% of All Funds
3.87%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
45
Increased
77
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.67B
2
AIP
2
Almanack Investment Partners
Pennsylvania
$7.91M
3
PC
3
Prairiewood Capital
North Dakota
$6.95M
4
SFP
4
Sterling Financial Planning
New Jersey
$4.99M
5
UBS Group
5
UBS Group
Switzerland
$11.5M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$6.98M
2
SL
2
Systelligence LLC
Minnesota
$2.13M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
AAS
4
Avantax Advisory Services
Texas
$0
5
Ameriprise
5
Ameriprise
Minnesota
$17.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
26
Bartlett & Co Wealth Management
Ohio
$8.47M 187,065 -29,260 -14%
BC
27
Bartlett & Co
Ohio
$8.47M 187,065 -29,260 -14%
MWP
28
Moller Wealth Partners
$8.12M 179,203 +3,665 +2%
TA
29
Tiedemann Advisors
New York
$7.96M 175,650 -6,707 -4%
AIP
30
Almanack Investment Partners
Pennsylvania
$7.91M 174,720 +162,712 +1,355%
CPC
31
Consolidated Planning Corp
Georgia
$7.2M 158,989 -1,069 -0.7%
Victory Capital Management
32
Victory Capital Management
Texas
$6.98M 154,135 -292,199 -65%
PC
33
Prairiewood Capital
North Dakota
$6.95M 153,437 +153,437 New
BWA
34
Burt Wealth Advisors
Maryland
$6.83M 150,905 +10,033 +7%
YAL
35
Your Advocates Ltd
Texas
$6.48M 143,072 -8,171 -5%
RWM
36
Reston Wealth Management
Virginia
$5.78M 127,690 +2,488 +2%
LRIA
37
Leonard Rickey Investment Advisors
Washington
$5.54M 122,294 +9,366 +8%
Osaic Holdings
38
Osaic Holdings
Arizona
$5.07M 111,964 +4,900 +5%
PWSG
39
Pacific Wealth Strategies Group
California
$5.05M 107,998 +25,054 +30%
SFP
40
Sterling Financial Planning
New Jersey
$4.99M 110,159 +110,159 New
FANJ
41
Financial Architects (New Jersey)
New Jersey
$4.55M 100,457 -5,384 -5%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$4.36M 96,230 -1,445 -1%
GAM
43
Gemmer Asset Management
California
$4.2M 92,788 +1,600 +2%
SWM
44
Shakespeare Wealth Management
Wisconsin
$4.11M 90,820 -1,292 -1%
FC
45
FCA Corp
Texas
$4.04M 89,250 +5,100 +6%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$3.88M 85,585 +19,778 +30%
CFA
47
Carroll Financial Associates
North Carolina
$3.72M 82,111 -5,516 -6%
FM
48
Foster & Motley
Ohio
$3.62M 79,972 +6,463 +9%
DSA
49
Droms Strauss Advisors
Missouri
$3.52M 77,705 -544 -0.7%
Creative Planning
50
Creative Planning
Kansas
$2.42M 53,433 -2,208 -4%
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