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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

218 hedge funds and large institutions have $4.4B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 58 reducing their positions, and 17 closing their positions.

Holders
218
Holders Change
+28
Holders Change %
+14.74%
% of All Funds
3.87%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
45
Increased
77
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.67B
2
AIP
2
Almanack Investment Partners
Pennsylvania
$7.91M
3
PC
3
Prairiewood Capital
North Dakota
$6.95M
4
SFP
4
Sterling Financial Planning
New Jersey
$4.99M
5
UBS Group
5
UBS Group
Switzerland
$11.5M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$6.98M
2
SL
2
Systelligence LLC
Minnesota
$2.13M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
AAS
4
Avantax Advisory Services
Texas
$0
5
Ameriprise
5
Ameriprise
Minnesota
$17.9M
Name Market Value Shares Shares
Change 		Shares
Change %
VNA
51
Valley National Advisers
Pennsylvania
$2.39M 52,805 -4,147 -7%
CG
52
Colony Group
Massachusetts
$2.3M 50,775 +202 +0.4%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.2M 48,655 +1,775 +4%
SL
54
Systelligence LLC
Minnesota
$2.13M 47,064 -184,200 -80%
VFA
55
Valeo Financial Advisors
Indiana
$2.08M 45,941 -3 -0%
SWMG
56
Strategic Wealth Management Group
Maryland
$2.07M 45,666 +34 +0.1%
Mariner
57
Mariner
Kansas
$1.97M 43,535 +7,101 +19%
KCPG
58
Kavar Capital Partners Group
Kansas
$1.97M 43,495 -300 -0.7%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$1.89M 41,650 +1,386 +3%
CWM
60
Cedar Wealth Management
California
$1.88M 41,557 +379 +0.9%
FNC
61
First National Corp
Massachusetts
$1.83M 40,297 +911 +2%
Deutsche Bank
62
Deutsche Bank
Germany
$1.77M 39,156 -1,430 -4%
MWM
63
Madison Wealth Management
Ohio
$1.7M 37,485 +2,828 +8%
WCM
64
Whitener Capital Management
North Carolina
$1.63M 36,002 -170 -0.5%
RJA
65
Raymond James & Associates
Florida
$1.54M 33,921 +475 +1%
LPL Financial
66
LPL Financial
California
$1.54M 33,897 -1,759 -5%
HG
67
Harbor Group
New Hampshire
$1.49M 31,522 +31,522 New
JWM
68
Janiczek Wealth Management
Colorado
$1.44M 31,856 -3,032 -9%
RF
69
RHS Financial
California
$1.37M 30,227 +1,049 +4%
AF
70
Advisornet Financial
Minnesota
$1.34M 29,571 +1,139 +4%
PA
71
PFG Advisors
Arizona
$1.33M 29,383 +911 +3%
BWM
72
Birchcreek Wealth Management
Ohio
$1.29M 28,513 +28,513 New
APC
73
Asset Planning Corporation
Tennessee
$1.23M 27,209 +27,209 New
CFO
74
CVA Family Office
Colorado
$1.19M 26,189 -2,698 -9%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
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