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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.

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
1
CAPTRUST Financial Advisors
North Carolina
$174M
2
CSIA
2
Charles Schwab Investment Advisory
California
$7.77B
3
Morgan Stanley
3
Morgan Stanley
New York
$123M
4
CAN
4
Cetera Advisor Networks
California
$30.5M
5
KCPG
5
Kavar Capital Partners Group
Kansas
$48.6M

Top Sellers

1
YAL
1
Your Advocates Ltd
Texas
$16.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$38.5M
3
MWM
3
Meridian Wealth Management
Kentucky
$2.46M
4
GVAG
4
Great Valley Advisor Group
Delaware
$4.43M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
51
Firestone Capital Management
Florida
$15.7M +$34.7K +1,683 +0.2%
CWM
52
Cabot Wealth Management
Massachusetts
$15.3M -$70.6K -3,417 -0.5%
HTC
53
Haverford Trust Company
Pennsylvania
$14.9M +$1.41M +68,349 +10%
Mariner
54
Mariner
Kansas
$14.1M +$2.07M +100,392 +17%
PPW
55
Pasadena Private Wealth
California
$13.7M +$13.7M +661,863 New
BWA
56
Burt Wealth Advisors
Maryland
$13.1M +$81.7K +3,957 +0.6%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$12.6M -$1.52M -73,665 -11%
EWP
58
Elevation Wealth Partners
California
$12.3M -$6.45K -345 -0.1%
AWM
59
AE Wealth Management
Kansas
$12.3M +$8.37M +400,011 +212%
CPC
60
Consolidated Planning Corp
Georgia
$12.2M +$399K +19,341 +3%
SL
61
Systelligence LLC
Minnesota
$12.2M +$1.84M +88,887 +18%
SWA
62
Strata Wealth Advisors
Texas
$12.1M +$11M +530,514 +958%
WPIC
63
White Pine Investment Company
Michigan
$11.5M +$246K +11,925 +2%
OWM
64
Opes Wealth Management
California
$10.8M -$513K -24,831 -5%
PA
65
Prism Advisors
California
$10.6M -$603K -29,217 -5%
Cerity Partners
66
Cerity Partners
New York
$10.6M +$8.68M +420,402 +445%
WFL
67
Wealth Forward LLC
North Dakota
$10.4M +$10.4M +503,052 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$10.3M +$46.1K +2,235 +0.4%
RF
69
RHS Financial
California
$10.1M +$230K +11,133 +2%
CCA
70
Cobblestone Capital Advisors
New York
$9.62M -$59.8K -2,898 -0.6%
ES
71
Eagle Strategies
New York
$9.32M +$262K +12,672 +3%
PCA
72
Pallas Capital Advisors
Massachusetts
$9.2M +$766K +37,089 +9%
CPCP
73
Cedar Point Capital Partners
Iowa
$9.08M +$9.08M +439,602 New
ZIMP
74
Zimmermann Investment Management & Planning
Pennsylvania
$8.95M +$1.69M +82,044 +23%
SFP
75
Sterling Financial Planning
New Jersey
$8.61M +$116K +5,637 +1%
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