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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

411 hedge funds and large institutions have $9.26B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 114 reducing their positions, and 35 closing their positions.

Holders
411
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.55%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.64%
New
39
Increased
190
Reduced
114
Closed
35
Calls
$129K
Puts
$114K
Net Calls
+$15K
Net Calls Change
-$250K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.96B
2
AA
2
ALPS Advisors
Colorado
$39.7M
3
PA
3
Prism Advisors
California
$10.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$37.6M
5
CC
5
Callan Capital
California
$61.3M

Top Sellers

1
AIA
1
Arcadia Investment Advisors
Idaho
$1.86M
2
AFA
2
Arlington Financial Advisors
California
$19.6M
3
TWM
3
Tanglewood Wealth Management
Texas
$28.8M
4
Cerity Partners
4
Cerity Partners
New York
$1.76M
5
NB
5
Northwest Bancshares
Pennsylvania
$111M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$12.7M 683,277 +242,769 +55%
EWP
52
Elevation Wealth Partners
California
$12.3M 659,304 +29,322 +5%
HTC
53
Haverford Trust Company
Pennsylvania
$12.2M 653,007 +12,060 +2%
BWA
54
Burt Wealth Advisors
Maryland
$11.8M 632,814 +1,296 +0.2%
Mariner
55
Mariner
Kansas
$10.8M 580,581 -131,055 -18%
CPC
56
Consolidated Planning Corp
Georgia
$10.7M 571,002 +27,918 +5%
OWM
57
Opes Wealth Management
California
$10.2M 547,746 -50,241 -8%
PA
58
Prism Advisors
California
$10.2M 544,551 +544,551 New
WPIC
59
White Pine Investment Company
Michigan
$10.1M 543,591 -90 -0%
SL
60
Systelligence LLC
Minnesota
$9.33M 500,127 -29,214 -6%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$9.27M 496,764 -57,729 -10%
RF
62
RHS Financial
California
$8.94M 479,160 -6,549 -1%
CCA
63
Cobblestone Capital Advisors
New York
$8.74M 468,609 -40,788 -8%
ES
64
Eagle Strategies
New York
$8.19M 438,837 +30,081 +7%
SFP
65
Sterling Financial Planning
New Jersey
$7.67M 411,261 -996 -0.2%
PCA
66
Pallas Capital Advisors
Massachusetts
$7.37M 408,414 +408,414 New
LFA
67
Legend Financial Advisors
Pennsylvania
$7.37M 395,028 -2,319 -0.6%
NCM
68
Northland Capital Management
Minnesota
$7.36M 394,491 -104,475 -21%
ZIMP
69
Zimmermann Investment Management & Planning
Pennsylvania
$6.56M 351,516 +329,610 +1,505%
Prudential Financial
70
Prudential Financial
New Jersey
$6.55M 350,940 +66,531 +23%
TA
71
Tiedemann Advisors
New York
$6.18M 331,491 -101,280 -23%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$5.97M 320,136 +219,780 +219%
GVAG
73
Great Valley Advisor Group
Delaware
$5.85M 313,473 +184,365 +143%
JAG
74
Journey Advisory Group
Kentucky
$5.7M 305,415 -7,851 -3%
PJSIMP
75
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.56M 300,741 +50,703 +20%
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