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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

280 hedge funds and large institutions have $5.77B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
280
Holders Change
+23
Holders Change %
+8.95%
% of All Funds
4.89%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
40
Increased
123
Reduced
67
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.66B
2
AWM
2
AE Wealth Management
Kansas
$53.9M
3
Creative Planning
3
Creative Planning
Kansas
$17.1M
4
ML
4
McAdam LLC
Pennsylvania
$93.1M
5
GAM
5
Gemmer Asset Management
California
$17.9M

Top Sellers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$1.75M
2
KLI
2
Kelman-Lazarov Inc
Tennessee
$42.3M
3
WANY
3
Wealthspire Advisors (New York)
New York
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$223K
5
AFA
5
Arlington Financial Advisors
California
$30.2M
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
76
Janiczek Wealth Management
Colorado
$2.07M 113,571 +20,019 +21%
AWA
77
Arete Wealth Advisors
Illinois
$2.03M 126,033 +103,479 +459%
SWM
78
Spire Wealth Management
Virginia
$1.96M 107,520 +11,124 +12%
WCM
79
Whitener Capital Management
North Carolina
$1.96M 107,337 +2,871 +3%
CG
80
Colony Group
Massachusetts
$1.88M 103,164 -46,668 -31%
AIP
81
Almanack Investment Partners
Pennsylvania
$1.75M 95,961 -402,300 -81%
PA
82
PFG Advisors
Arizona
$1.68M 92,010 -147 -0.2%
AF
83
Advisornet Financial
Minnesota
$1.64M 89,988 +4,854 +6%
HG
84
Harbor Group
New Hampshire
$1.62M 88,857 -2,628 -3%
FNC
85
First National Corp
Massachusetts
$1.45M 118,158 +3,237 +3%
MAM
86
Madison Asset Management
Wisconsin
$1.44M 78,906 – –
APC
87
Asset Planning Corporation
Tennessee
$1.43M 78,603 -1,029 -1%
TNA
88
True North Advisors
Texas
$1.42M 77,943 +16,011 +26%
RJA
89
Raymond James & Associates
Florida
$1.38M 75,753 +969 +1%
IIC
90
Ironwood Investment Counsel
Arizona
$1.38M 75,588 -264 -0.3%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$1.37M 75,264 +27,777 +58%
CFO
92
CVA Family Office
Colorado
$1.36M 74,286 -4,284 -5%
AA
93
Addison Advisors
Vermont
$1.35M 74,235 +74,235 New
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$1.34M 73,392 +2,184 +3%
CA
95
Cambridge Advisors
Nebraska
$1.32M 72,300 +4,101 +6%
JCIA
96
Jackson Creek Investment Advisors
Colorado
$1.29M 70,674 -3,591 -5%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$1.28M 70,284 -9,198 -12%
Comerica Bank
98
Comerica Bank
Texas
$1.19M 65,496 -1,971 -3%
MCM
99
MAI Capital Management
Ohio
$1.1M 60,420 +23,082 +62%
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$1.06M 58,206 +123 +0.2%
2 3
4
5 6