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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

476 hedge funds and large institutions have $10.9B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 125 reducing their positions, and 29 closing their positions.

Holders
476
Holders Change
+65
Holders Change %
+15.82%
% of All Funds
6.98%
Holding in Top 10
50
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25%
% of All Funds
0.73%
New
101
Increased
191
Reduced
125
Closed
29
Calls
$353K
Puts
$130K
Net Calls
+$223K
Net Calls Change
+$208K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$174M
2
CSIA
2
Charles Schwab Investment Advisory
California
$7.77B
3
Morgan Stanley
3
Morgan Stanley
New York
$123M
4
CAN
4
Cetera Advisor Networks
California
$30.5M
5
KCPG
5
Kavar Capital Partners Group
Kansas
$48.6M

Top Sellers

1
YAL
1
Your Advocates Ltd
Texas
$16.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$38.5M
3
MWM
3
Meridian Wealth Management
Kentucky
$2.46M
4
GVAG
4
Great Valley Advisor Group
Delaware
$4.43M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Ashford Advisors
New York
$35.4M -$330K -16,002 -0.9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$34M -$433K -20,985 -1%
UBS Group
28
UBS Group
Switzerland
$31.1M +$2.24M +108,588 +8%
CAN
29
Cetera Advisor Networks
California
$30.5M +$27.4M +1,326,528 +880%
HighTower Advisors
30
HighTower Advisors
Illinois
$29.3M +$1.48M +71,700 +5%
LRIA
31
Leonard Rickey Investment Advisors
Washington
$27M +$749K +36,255 +3%
Creative Planning
32
Creative Planning
Kansas
$26.1M +$79.3K +3,843 +0.3%
OFG
33
Oxford Financial Group
Indiana
$26.1M -$600K -29,037 -2%
LPL Financial
34
LPL Financial
California
$25.2M +$4.41M +213,453 +21%
LNC
35
Lincoln National Corp
Pennsylvania
$24.2M -$126K -6,114 -0.5%
CFA
36
Cahill Financial Advisors
Minnesota
$23.8M +$1.48M +71,559 +7%
PC
37
Prairiewood Capital
North Dakota
$23.2M +$1.87M +90,795 +9%
RCA
38
Resonant Capital Advisors
Wisconsin
$22.6M +$353K +17,073 +2%
AFA
39
Arlington Financial Advisors
California
$21.8M +$94.6K +4,584 +0.4%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$21.7M +$1.57M +76,200 +8%
PS
41
Planned Solutions
California
$21.1M -$16.9K -819 -0.1%
Corient Private Wealth
42
Corient Private Wealth
Florida
$19.9M -$292K -14,133 -1%
FSG
43
Financial Strategies Group
Michigan
$19M -$124 -6 -0%
WTA
44
Washington Trust Advisors
Massachusetts
$18.4M -$1.29M -62,349 -7%
KAS
45
Kestra Advisory Services
Texas
$18.1M -$340K -16,470 -2%
MWP
46
Moller Wealth Partners
$17M +$713K +34,533 +4%
BCWM
47
Bartlett & Co Wealth Management
Ohio
$17M +$401K +19,353 +2%
BC
48
Bartlett & Co
Ohio
$17M +$401K +19,353 +2%
YAL
49
Your Advocates Ltd
Texas
$16.9M -$5.72M -277,008 -25%
TWM
50
Tradition Wealth Management
Minnesota
$16.3M +$1.55M +75,006 +11%
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