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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

386 hedge funds and large institutions have $8.66B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 106 reducing their positions, and 36 closing their positions.

Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.18%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.69%
New
41
Increased
175
Reduced
106
Closed
36
Calls
$242K
Puts
–
Net Calls
+$242K
Net Calls Change
+$242K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.63B
2
SEIA
2
Signature Estate & Investment Advisors
California
$131M
3
PPW
3
Pasadena Private Wealth
California
$18.8M
4
YAL
4
Your Advocates Ltd
Texas
$19.9M
5
ML
5
McAdam LLC
Pennsylvania
$116M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$714K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$25.3M
3
BFA
3
BMS Financial Advisors
South Dakota
$0
4
JWM
4
Jackson Wealth Management
Florida
$0
5
TWM
5
Tanglewood Wealth Management
Texas
$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
26
Clark Capital Management Group
Pennsylvania
$23.9M +$1.24M +67,596 +5%
LNC
27
Lincoln National Corp
Pennsylvania
$22.4M +$2.06M +112,710 +10%
Creative Planning
28
Creative Planning
Kansas
$22.1M +$1.82M +99,180 +9%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$21.7M -$51.2K -2,799 -0.2%
KCPG
30
Kavar Capital Partners Group
Kansas
$20.4M +$117K +6,402 +0.6%
YAL
31
Your Advocates Ltd
Texas
$19.9M +$15.6M +852,252 +362%
Ameriprise
32
Ameriprise
Minnesota
$19.3M -$564K -30,912 -3%
RCA
33
Resonant Capital Advisors
Wisconsin
$19.1M +$1.48M +81,039 +8%
PPW
34
Pasadena Private Wealth
California
$18.8M +$18.8M +1,027,311 New
PS
35
Planned Solutions
California
$17.9M -$2.27M -123,948 -11%
SL
36
Systelligence LLC
Minnesota
$17.7M +$318K +17,370 +2%
WTA
37
Washington Trust Advisors
Massachusetts
$17.4M -$725K -39,594 -4%
PC
38
Prairiewood Capital
North Dakota
$16.5M +$1.19M +64,833 +8%
CFA
39
Cahill Financial Advisors
Minnesota
$16.3M +$1.63M +88,824 +11%
KAS
40
Kestra Advisory Services
Texas
$16.1M -$1.29M -70,266 -7%
HighTower Advisors
41
HighTower Advisors
Illinois
$15.8M +$1.51M +82,554 +11%
LPL Financial
42
LPL Financial
California
$15.5M +$708K +38,661 +5%
MWP
43
Moller Wealth Partners
$14.8M +$816K +44,601 +6%
Corient Private Wealth
44
Corient Private Wealth
Florida
$14.5M +$166K +9,090 +1%
BC
45
Bartlett & Co
Ohio
$14.4M +$301K +16,458 +2%
BCWM
46
Bartlett & Co Wealth Management
Ohio
$14.4M +$301K +16,458 +2%
FCM
47
Firestone Capital Management
Florida
$14.2M -$347K -18,960 -2%
TWM
48
Tradition Wealth Management
Minnesota
$13.9M +$730K +39,876 +6%
FSG
49
Financial Strategies Group
Michigan
$13.7M +$128K +6,978 +0.9%
CWM
50
Cabot Wealth Management
Massachusetts
$13.6M -$141K -7,692 -1%
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