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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

412 hedge funds and large institutions have $9.31B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 104 reducing their positions, and 37 closing their positions.

Holders
412
Holders Change
+26
Holders Change %
+6.74%
% of All Funds
6.5%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
67
Increased
172
Reduced
104
Closed
37
Calls
$265K
Puts
–
Net Calls
+$265K
Net Calls Change
+$23K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$7.06B
2
Ameriprise
2
Ameriprise
Minnesota
$40.9M
3
CC
3
Callan Capital
California
$54.1M
4
SEIA
4
Signature Estate & Investment Advisors
California
$148M
5
NB
5
Northwest Bancshares
Pennsylvania
$119M

Top Sellers

1
PPW
1
Pasadena Private Wealth
California
$0
2
SL
2
Systelligence LLC
Minnesota
$10.2M
3
LWM
3
Liberty Wealth Management
California
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47.3M
5
CWA
5
Consilium Wealth Advisory
Texas
$696K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWP
51
Elevation Wealth Partners
California
$12.4M +$721K +36,633 +6%
HTC
52
Haverford Trust Company
Pennsylvania
$12.3M +$1.03M +53,901 +9%
BWA
53
Burt Wealth Advisors
Maryland
$12.1M +$190K +9,915 +2%
OWM
54
Opes Wealth Management
California
$11.5M +$1.42M +74,040 +14%
AIA
55
Arcadia Investment Advisors
Idaho
$11.1M -$1.2M -62,694 -10%
Cerity Partners
56
Cerity Partners
New York
$10.7M +$1.5M +78,153 +16%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$10.6M +$747K +38,901 +8%
WPIC
58
White Pine Investment Company
Michigan
$10.4M +$197K +10,260 +2%
CPC
59
Consolidated Planning Corp
Georgia
$10.4M +$856K +44,619 +9%
SL
60
Systelligence LLC
Minnesota
$10.2M -$8.42M -438,558 -45%
CCA
61
Cobblestone Capital Advisors
New York
$9.78M -$483K -25,167 -5%
NCM
62
Northland Capital Management
Minnesota
$9.58M -$1.27M -66,117 -12%
RF
63
RHS Financial
California
$9.32M +$153K +7,950 +2%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$8.45M -$325K -16,935 -4%
TA
65
Tiedemann Advisors
New York
$8.3M -$548K -28,578 -6%
SFP
66
Sterling Financial Planning
New Jersey
$7.91M +$615K +32,067 +8%
ES
67
Eagle Strategies
New York
$7.84M +$2.8M +146,007 +56%
LFA
68
Legend Financial Advisors
Pennsylvania
$7.63M -$5.58K -291 -0.1%
FANJ
69
Financial Architects (New Jersey)
New Jersey
$6.8M +$526K +27,435 +8%
JAG
70
Journey Advisory Group
Kentucky
$6.01M +$6.01M +313,266 New
GW
71
GW & Wade
Massachusetts
$5.48M +$230 +12 +0%
Prudential Financial
72
Prudential Financial
New Jersey
$5.46M +$713K +37,134 +15%
FM
73
Foster & Motley
Ohio
$5.36M +$242K +12,627 +5%
KWM
74
Kingsview Wealth Management
Oregon
$5.33M -$92.5K -4,821 -2%
MWM
75
Madison Wealth Management
Ohio
$4.96M +$199K +10,377 +4%
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