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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

222 hedge funds and large institutions have $5.27B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 17 closing their positions.

Holders
222
Holders Change
+42
Holders Change %
+23.33%
% of All Funds
4.38%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.41%
New
63
Increased
61
Reduced
56
Closed
17
Calls
–
Puts
$255K
Net Calls
-$255K
Net Calls Change
-$255K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.5B
2
TWM
2
Tanglewood Wealth Management
Texas
$25.6M
3
LNC
3
Lincoln National Corp
Pennsylvania
$19.3M
4
KLI
4
Kelman-Lazarov Inc
Tennessee
$17.8M
5
CCM
5
Covington Capital Management
California
$7.86M

Top Sellers

1
OFG
1
Oxford Financial Group
Indiana
$32.9M
2
PWS
2
Paragon Wealth Strategies
Florida
$1.52M
3
TA
3
Tiedemann Advisors
New York
$26.1M
4
Jane Street
4
Jane Street
New York
$1.21M
5
C
5
Clearshares
New York
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
76
Cahill Financial Advisors
Minnesota
$1.24M 28,968 -577 -2%
PI
77
Parkside Investments
Illinois
$1.23M 28,800 -340 -1%
CWM
78
Cedar Wealth Management
California
$1.22M 28,547 +12,681 +80%
Jane Street
79
Jane Street
New York
$1.21M 28,357 -118,382 -81%
IIC
80
Ironwood Investment Counsel
Arizona
$1.2M 28,041 -4,150 -13%
PA
81
PFG Advisors
Arizona
$1.15M 26,957 -597 -2%
3C
82
361 Capital
Colorado
$1.12M 26,211 +4,493 +21%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$1.1M 25,708 -9,621 -27%
CA
84
Cambridge Advisors
Nebraska
$1.08M 25,367 +871 +4%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$1.07M 25,172 -1,252 -5%
Citadel Advisors
86
Citadel Advisors
Florida
$1.07M 25,146 -25,719 -51%
FFN
87
Focus Financial Network
Minnesota
$1.07M 25,003 -72 -0.3%
WCF
88
West Coast Financial
California
$1.06M 24,810 -2,507 -9%
NCM
89
Novare Capital Management
North Carolina
$1.03M 24,228 -2,930 -11%
SAM
90
SignalPoint Asset Management
Missouri
$970K 22,716 -4,197 -16%
RF
91
RHS Financial
California
$952K 22,316 +135 +0.6%
HFA
92
Huber Financial Advisors
Illinois
$812K 19,022 -563 -3%
FVWA
93
Foster Victor Wealth Advisors
South Carolina
$789K 18,481 +607 +3%
LIA
94
LBMC Investment Advisors
Tennessee
$762K 17,859 – –
Mariner
95
Mariner
Kansas
$759K 17,774 +899 +5%
AWM
96
Altium Wealth Management
New York
$699K 16,376 +126 +0.8%
FC
97
Financial Consulate
Maryland
$686K 16,074 -285 -2%
DAS
98
Dynamic Advisor Solutions
Arizona
$681K 15,962 -2,711 -15%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$662K 15,510 +2,697 +21%
SWM
100
Southern Wealth Management
Texas
$643K 15,072 +15,072 New
2 3
4
5 6