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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$229M
2
CPG
2
Cornerstone Planning Group
New Jersey
$31.3M
3
Charles Schwab
3
Charles Schwab
California
$9.37B
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$333M
5
AWM
5
Allen Wealth Management
North Carolina
$22.4M

Top Sellers

1
PA
1
Prism Advisors
California
$708K
2
CFA
2
Cahill Financial Advisors
Minnesota
$23M
3
NB
3
Northwest Bancshares
Pennsylvania
$149M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.43M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
51
Washington Trust Advisors
Massachusetts
$19.4M -$860K -35,934 -4%
MWP
52
Moller Wealth Partners
$19M -$2.94K -123 -0%
FCM
53
Firestone Capital Management
Florida
$18.2M -$510K -21,327 -3%
YAL
54
Your Advocates Ltd
Texas
$17.5M -$378K -15,798 -2%
EWP
55
Elevation Wealth Partners
California
$17.5M +$193K +8,082 +1%
QWM
56
Quadcap Wealth Management
Texas
$17.2M +$3.46M +144,636 +25%
CWM
57
Cabot Wealth Management
Massachusetts
$16M -$250K -10,443 -2%
CAC
58
Certified Advisory Corp
Florida
$15.1M +$2.4M +100,377 +19%
BWA
59
Burt Wealth Advisors
Maryland
$14.6M -$353K -14,745 -2%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$14.4M +$1.43M +59,682 +11%
CPC
61
Consolidated Planning Corp
Georgia
$14.3M +$20.2K +843 +0.1%
SWA
62
Strata Wealth Advisors
Texas
$14.3M +$77.1K +3,225 +0.5%
WPIC
63
White Pine Investment Company
Michigan
$14M +$132K +5,538 +1%
SL
64
Systelligence LLC
Minnesota
$13.9M -$102K -4,272 -0.7%
TCM
65
TruNorth Capital Management
Michigan
$13.8M +$582K +24,318 +4%
OIA
66
OneDigital Investment Advisors
Kansas
$13.6M -$277K -11,592 -2%
PPW
67
Pasadena Private Wealth
California
$13.6M -$493K -20,601 -3%
TWM
68
Tradition Wealth Management
Minnesota
$13.1M +$339K +14,187 +3%
WFL
69
Wealth Forward LLC
North Dakota
$12.3M -$79.1K -3,306 -0.6%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$12.2M +$56.3K +2,355 +0.5%
OWM
71
Opes Wealth Management
California
$11.7M -$110K -4,602 -0.9%
ES
72
Eagle Strategies
New York
$11.6M -$383K -15,999 -3%
ZIMP
73
Zimmermann Investment Management & Planning
Pennsylvania
$11.3M +$6.38M +266,514 +130%
Cerity Partners
74
Cerity Partners
New York
$11M -$566K -23,670 -5%
UFAC
75
Urban Financial Advisory Corp
Illinois
$10.7M +$4.72M +197,481 +79%
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