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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.

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

Top Sellers

1
YAL
Your Advocates Ltd
Texas
$16.9M
2
Osaic Holdings
Osaic Holdings
Arizona
$38.5M
3
MWM
Meridian Wealth Management
Kentucky
$2.46M
4
GVAG
Great Valley Advisor Group
Delaware
$4.43M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
476
Smartleaf Asset Management
Massachusetts
$993 +$993 +48 New
TRCT
477
Tower Research Capital (TRC)
New York
$248 -$451K -21,804 -100%
SVCP
478
Silicon Valley Capital Partners
California
$30 -$27 – –
AWA
479
Alaska Wealth Advisors
Alaska
$7 – – –
CWA
480
Consilium Wealth Advisory
Texas
– -$697K -37,338 Closed
Citadel Advisors
481
Citadel Advisors
Florida
– -$658K -35,253 Closed
UCFA
482
United Capital Financial Advisors
Texas
– -$353K -18,918 Closed
Bank of New York Mellon
483
Bank of New York Mellon
New York
– -$277K -14,823 Closed
AAS
484
Avantax Advisory Services
Texas
– -$241K -12,906 Closed
DWP
485
Daymark Wealth Partners
Ohio
– -$237K -12,702 Closed
Bessemer Group
486
Bessemer Group
New Jersey
– -$228K -12,204 Closed
TF
487
Theory Financial
Colorado
– -$228K -12,204 Closed
BCMLT
488
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$224K -11,694 Closed
WS
489
Wedbush Securities
California
– -$200K -10,743 Closed
CSPIA
490
Cary Street Partners Investment Advisory
Virginia
– -$87.7K -4,701 Closed
WWM
491
Wolff Wiese Magana
California
– -$69.1K -3,705 Closed
PO
492
Private Ocean
California
– -$35.9K -1,926 Closed
WFA
493
WestHill Financial Advisors
California
– -$28.6K -1,533 Closed
CIA
494
Choate Investment Advisors
Massachusetts
– -$27.4K -1,467 Closed
PB
495
Pinnacle Bancorp
Nebraska
– -$27.3K -1,464 Closed
GI
496
Gradient Investments
Minnesota
– -$25.1K -1,344 Closed
AAP
497
Arax Advisory Partners
Colorado
– -$22.4K -1,200 Closed
MAWA
498
Moss Adams Wealth Advisors
Washington
– -$11.2K -600 Closed
GT
499
Glenmede Trust
Pennsylvania
– -$10.9K -582 Closed
Fifth Third Bancorp
500
Fifth Third Bancorp
Ohio
– -$7.11K -381 Closed
17 18 19
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