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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

411 hedge funds and large institutions have $9.26B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 114 reducing their positions, and 35 closing their positions.

Holders
411
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.55%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.64%
New
39
Increased
190
Reduced
114
Closed
35
Calls
$129K
Puts
$114K
Net Calls
+$15K
Net Calls Change
-$250K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.96B
2
AA
2
ALPS Advisors
Colorado
$39.7M
3
PA
3
Prism Advisors
California
$10.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$37.6M
5
CC
5
Callan Capital
California
$61.3M

Top Sellers

1
AIA
1
Arcadia Investment Advisors
Idaho
$1.86M
2
AFA
2
Arlington Financial Advisors
California
$19.6M
3
TWM
3
Tanglewood Wealth Management
Texas
$28.8M
4
Cerity Partners
4
Cerity Partners
New York
$1.76M
5
NB
5
Northwest Bancshares
Pennsylvania
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$26.1M +$2.93M +157,299 +13%
HighTower Advisors
27
HighTower Advisors
Illinois
$25.1M +$7.66M +410,193 +44%
OFG
28
Oxford Financial Group
Indiana
$24.1M -$663K -35,520 -3%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$23.7M +$1.05M +56,181 +5%
Creative Planning
30
Creative Planning
Kansas
$23.5M +$1.52M +81,684 +7%
LNC
31
Lincoln National Corp
Pennsylvania
$21.9M -$738K -39,540 -3%
KCPG
32
Kavar Capital Partners Group
Kansas
$21.1M +$315K +16,905 +2%
YAL
33
Your Advocates Ltd
Texas
$20.4M -$522K -28,005 -2%
CFA
34
Cahill Financial Advisors
Minnesota
$20.1M +$1.05M +56,463 +6%
RCA
35
Resonant Capital Advisors
Wisconsin
$20.1M +$174K +9,330 +0.9%
AFA
36
Arlington Financial Advisors
California
$19.6M -$8.94M -478,998 -31%
PC
37
Prairiewood Capital
North Dakota
$19.3M +$2.23M +119,607 +13%
PS
38
Planned Solutions
California
$19.1M +$394K +21,105 +2%
LPL Financial
39
LPL Financial
California
$18.8M +$2.56M +136,953 +16%
Corient Private Wealth
40
Corient Private Wealth
Florida
$18.2M +$2.84M +152,142 +18%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$18.2M +$952K +51,000 +6%
WTA
42
Washington Trust Advisors
Massachusetts
$17.8M -$296K -15,846 -2%
FSG
43
Financial Strategies Group
Michigan
$17.3M +$332K +17,589 +2%
KAS
44
Kestra Advisory Services
Texas
$16.7M +$193K +10,344 +1%
BCWM
45
Bartlett & Co Wealth Management
Ohio
$15M +$20.8K +1,113 +0.1%
BC
46
Bartlett & Co
Ohio
$15M +$20.8K +1,113 +0.1%
MWP
47
Moller Wealth Partners
$14.7M -$138K -7,401 -0.9%
FCM
48
Firestone Capital Management
Florida
$14.2M +$68.6K +3,678 +0.5%
CWM
49
Cabot Wealth Management
Massachusetts
$13.9M -$23.5K -1,260 -0.2%
TWM
50
Tradition Wealth Management
Minnesota
$13.3M +$24.6K +1,317 +0.2%
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