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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.26%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.3B
2
KHC
2
Koesten Hirschmann & Crabtree
Kansas
$32.7M
3
PAG
3
Private Advisor Group
New Jersey
$32.6M
4
RWM
4
Reston Wealth Management
Virginia
$30.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$22.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$628M
2
WTA
2
Washington Trust Advisors
Massachusetts
$17.7M
3
PPW
3
Pasadena Private Wealth
California
$0
4
ML
4
McAdam LLC
Pennsylvania
$111M
5
CW
5
Connectus Wealth
Ohio
$14.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$11.5M 215,403 +99,718 +86%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$11.4M 212,760 +8,292 +4%
AIA
53
Arcadia Investment Advisors
Idaho
$11.3M 212,265 +10,400 +5%
BWA
54
Burt Wealth Advisors
Maryland
$11.1M 207,753 -4,897 -2%
CCA
55
Cobblestone Capital Advisors
New York
$9.66M 180,761 -3,418 -2%
HTC
56
Haverford Trust Company
Pennsylvania
$9.49M 177,582 +27,304 +18%
OWM
57
Opes Wealth Management
California
$9.44M 176,644 -4,216 -2%
WPIC
58
White Pine Investment Company
Michigan
$9.38M 175,473 -53 -0%
CPC
59
Consolidated Planning Corp
Georgia
$9M 168,478 -1,119 -0.7%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$8.35M 156,169 +97,366 +166%
TA
61
Tiedemann Advisors
New York
$8.29M 155,105 -4,513 -3%
RF
62
RHS Financial
California
$8.05M 150,708 +11,739 +8%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$7.95M 148,710 +4,416 +3%
LFA
64
Legend Financial Advisors
Pennsylvania
$7.05M 131,942 -1,785 -1%
Cerity Partners
65
Cerity Partners
New York
$6.84M 128,062 +115,179 +894%
SFP
66
Sterling Financial Planning
New Jersey
$6.33M 118,410 +2,157 +2%
FANJ
67
Financial Architects (New Jersey)
New Jersey
$5.48M 102,482 +873 +0.9%
BFA
68
BMS Financial Advisors
South Dakota
$5.39M 92,043 +92,043 New
KWM
69
Kingsview Wealth Management
Oregon
$5.08M 94,970 +1,747 +2%
FM
70
Foster & Motley
Ohio
$4.85M 90,675 +1,590 +2%
GW
71
GW & Wade
Massachusetts
$4.81M 89,924 -3,546 -4%
JWM
72
Jackson Wealth Management
Florida
$4.66M 87,166 -8,169 -9%
CAM
73
Cidel Asset Management
Ontario, Canada
$4.49M 83,978 +35,545 +73%
MWM
74
Madison Wealth Management
Ohio
$4.48M 83,884 -625 -0.7%
LTL
75
Lowery Thomas LLC
California
$4.48M 83,872 +83,872 New
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