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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

302 hedge funds and large institutions have $5.87B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 77 reducing their positions, and 16 closing their positions.

Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
5.3%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.44%
New
46
Increased
110
Reduced
77
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.74B
2
LF
2
Lee Financial
Texas
$26.2M
3
Bank of America
3
Bank of America
North Carolina
$25.8M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$7.55M
5
AWM
5
AE Wealth Management
Kansas
$59M

Top Sellers

1
RCA
1
Resonant Capital Advisors
Wisconsin
$15M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.5M
3
GW
3
GW & Wade
Massachusetts
$1.94M
4
TA
4
Tiedemann Advisors
New York
$6.23M
5
AWA
5
Arete Wealth Advisors
Illinois
$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
26
Quadrant Capital Group
Ohio
$13.9M +$950K +52,836 +7%
LPL Financial
27
LPL Financial
California
$13.6M +$1.05M +58,509 +8%
BC
28
Bartlett & Co
Ohio
$13.3M +$593K +32,991 +5%
BCWM
29
Bartlett & Co Wealth Management
Ohio
$13.3M +$593K +32,991 +5%
MWP
30
Moller Wealth Partners
$12.3M +$310K +17,232 +3%
KAS
31
Kestra Advisory Services
Texas
$12M +$383K +21,315 +3%
CWM
32
Cabot Wealth Management
Massachusetts
$11.9M +$281K +15,642 +2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$11.8M +$1.71M +95,085 +17%
OWM
34
Opes Wealth Management
California
$11.7M -$605K -33,660 -5%
CCA
35
Cobblestone Capital Advisors
New York
$11.6M -$252K -14,028 -2%
FCM
36
Firestone Capital Management
Florida
$11.5M – – –
AIA
37
Arcadia Investment Advisors
Idaho
$11.2M +$847K +47,121 +8%
PC
38
Prairiewood Capital
North Dakota
$10.5M +$758K +42,168 +8%
WPIC
39
White Pine Investment Company
Michigan
$10.5M -$513K -28,530 -5%
CPC
40
Consolidated Planning Corp
Georgia
$9.41M +$593K +32,988 +7%
BWA
41
Burt Wealth Advisors
Maryland
$9.38M +$595K +33,069 +7%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$8.77M -$828K -46,056 -9%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$8.25M +$408K +22,674 +5%
YAL
44
Your Advocates Ltd
Texas
$8.03M +$306K +17,025 +4%
KCPG
45
Kavar Capital Partners Group
Kansas
$7.68M +$5.5M +305,976 +253%
PWSG
46
Pacific Wealth Strategies Group
California
$7.58M +$366K +20,376 +5%
CCMG
47
Clark Capital Management Group
Pennsylvania
$7.55M +$7.55M +419,820 New
Osaic Holdings
48
Osaic Holdings
Arizona
$7.02M +$514K +28,512 +8%
RWM
49
Reston Wealth Management
Virginia
$6.95M +$46.9K +2,607 +0.7%
GC
50
Gratus Capital
Georgia
$6.7M -$1.38M -76,881 -17%
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