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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

190 hedge funds and large institutions have $3.66B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
190
Holders Change
-6
Holders Change %
-3.06%
% of All Funds
3.84%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.34%
New
22
Increased
63
Reduced
62
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.05B
2
PS
2
Planned Solutions
California
$12.9M
3
SL
3
Systelligence LLC
Minnesota
$8.96M
4
KAS
4
Kestra Advisory Services
Texas
$8.37M
5
MAM
5
Madison Asset Management
Wisconsin
$8.45M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$17.3M
2
TA
2
Tiedemann Advisors
New York
$7.06M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.56M
4
Ameriprise
4
Ameriprise
Minnesota
$16.9M
5
USAA
5
United Services Automobile Association
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IIC
76
Ironwood Investment Counsel
Arizona
$914K 23,611 -5,177 -18%
Jane Street
77
Jane Street
New York
$906K 23,394 -35,096 -60%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$877K 21,454 +39 +0.2%
CFA
79
Cahill Financial Advisors
Minnesota
$873K 22,536 +4,024 +22%
PI
80
Parkside Investments
Illinois
$844K 21,800 – –
JCIA
81
Jackson Creek Investment Advisors
Colorado
$824K 21,277 +21,277 New
TNA
82
True North Advisors
Texas
$805K 20,792 +664 +3%
FWP
83
FAS Wealth Partners
Kansas
$772K 19,933 +52 +0.3%
FVWA
84
Foster Victor Wealth Advisors
South Carolina
$739K 19,076 -39 -0.2%
AP
85
Adero Partners
California
$722K 18,645 -27,314 -59%
LIA
86
LBMC Investment Advisors
Tennessee
$692K 17,859 – –
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$690K 17,745 -135 -0.8%
TI
88
Trexquant Investment
Connecticut
$671K 17,322 -16,193 -48%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$656K 16,949 +16,949 New
CMO
90
Covenant Multifamily Offices
Texas
$652K 16,833 -4,665 -22%
FFN
91
Focus Financial Network
Minnesota
$584K 15,088 -2,650 -15%
BWM
92
BCS Wealth Management
Tennessee
$572K 14,773 +851 +6%
Comerica Bank
93
Comerica Bank
Texas
$555K 13,680 +7,372 +117%
MML Investors Services
94
MML Investors Services
Massachusetts
$544K 14,039 -74,332 -84%
APSP
95
Asset Planning Services (Pennsylvania)
Pennsylvania
$542K 13,992 +120 +0.9%
SC
96
Savant Capital
Illinois
$528K 13,638 +423 +3%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$512K 13,211 -5,720 -30%
AIP
98
Almanack Investment Partners
Pennsylvania
$510K 12,008 -3,588 -23%
Truist Financial
99
Truist Financial
North Carolina
$459K 11,855 +223 +2%
AIA
100
Arcadia Investment Advisors
Idaho
$443K 11,447 -231 -2%
2 3
4
5 6