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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$229M
2
CPG
2
Cornerstone Planning Group
New Jersey
$31.3M
3
Charles Schwab
3
Charles Schwab
California
$9.37B
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$333M
5
AWM
5
Allen Wealth Management
North Carolina
$22.4M

Top Sellers

1
PA
1
Prism Advisors
California
$708K
2
CFA
2
Cahill Financial Advisors
Minnesota
$23M
3
NB
3
Northwest Bancshares
Pennsylvania
$149M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.43M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$42.3M
Name Market Value Shares Shares
Change 		Shares
Change %
KHC
26
Koesten Hirschmann & Crabtree
Kansas
$41M 1,712,943 -32,301 -2%
HighTower Advisors
27
HighTower Advisors
Illinois
$37M 1,546,485 +62,652 +4%
LPL Financial
28
LPL Financial
California
$36.8M 1,537,338 +121,080 +9%
CCMG
29
Clark Capital Management Group
Pennsylvania
$35.2M 1,470,111 +62,940 +4%
AA
30
ALPS Advisors
Colorado
$34.8M 1,453,005 -19,860 -1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$34.4M 1,439,655 +167,517 +13%
KAS
32
Kestra Advisory Services
Texas
$33.5M 1,401,399 +147,084 +12%
LRIA
33
Leonard Rickey Investment Advisors
Washington
$32.7M 1,366,452 +15,312 +1%
PC
34
Prairiewood Capital
North Dakota
$31.7M 1,323,333 +86,604 +7%
Creative Planning
35
Creative Planning
Kansas
$31.6M 1,320,852 +22,614 +2%
KCPG
36
Kavar Capital Partners Group
Kansas
$31.5M 1,315,455 +19,230 +1%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$31.4M 1,313,958 +49,836 +4%
CPG
38
Cornerstone Planning Group
New Jersey
$31.3M 3,928,854 +3,928,854 New
RCA
39
Resonant Capital Advisors
Wisconsin
$28.9M 1,208,988 +40,560 +3%
OFG
40
Oxford Financial Group
Indiana
$27.8M 1,162,095 -49,041 -4%
Mariner
41
Mariner
Kansas
$25.6M 1,071,735 +33,186 +3%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$25.1M 1,051,242 +269,634 +34%
PS
43
Planned Solutions
California
$24.8M 1,034,943 +6,393 +0.6%
Corient Private Wealth
44
Corient Private Wealth
Florida
$23.9M 997,095 +462 +0%
CFA
45
Cahill Financial Advisors
Minnesota
$23M 963,063 -176,226 -15%
AWM
46
Allen Wealth Management
North Carolina
$22.4M 938,214 +938,214 New
SFS
47
Solitude Financial Services
Virginia
$21.6M 903,966 +6,975 +0.8%
BCWM
48
Bartlett & Co Wealth Management
Ohio
$21M 879,507 +12,513 +1%
FSG
49
Financial Strategies Group
Michigan
$20.4M 2,529,930 +1,692,810 +202%
HTC
50
Haverford Trust Company
Pennsylvania
$20.3M 847,113 +8,031 +1%
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