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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

302 hedge funds and large institutions have $5.87B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 77 reducing their positions, and 16 closing their positions.

Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
5.3%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.44%
New
46
Increased
110
Reduced
77
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.74B
2
LF
2
Lee Financial
Texas
$26.2M
3
Bank of America
3
Bank of America
North Carolina
$25.8M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$7.55M
5
AWM
5
AE Wealth Management
Kansas
$59M

Top Sellers

1
RCA
1
Resonant Capital Advisors
Wisconsin
$15M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.5M
3
GW
3
GW & Wade
Massachusetts
$1.94M
4
TA
4
Tiedemann Advisors
New York
$6.23M
5
AWA
5
Arete Wealth Advisors
Illinois
$395K
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
76
Janiczek Wealth Management
Colorado
$2.06M 114,573 +1,002 +0.9%
GW
77
GW & Wade
Massachusetts
$1.94M 107,847 -176,073 -62%
CFA
78
Carroll Financial Associates
North Carolina
$1.88M 104,298 -40,701 -28%
SWM
79
Spire Wealth Management
Virginia
$1.84M 102,498 -5,022 -5%
CG
80
Colony Group
Massachusetts
$1.8M 100,320 -2,844 -3%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$1.79M 99,357 +24,093 +32%
VFA
82
Valeo Financial Advisors
Indiana
$1.72M 95,574 -27,135 -22%
WCM
83
Whitener Capital Management
North Carolina
$1.63M 108,006 +669 +0.6%
AF
84
Advisornet Financial
Minnesota
$1.63M 90,495 +507 +0.6%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$1.62M 90,114 +19,830 +28%
PA
86
PFG Advisors
Arizona
$1.61M 89,406 -2,604 -3%
5L
87
55I LLC
Massachusetts
$1.59M 88,269 +88,269 New
HG
88
Harbor Group
New Hampshire
$1.55M 85,896 -2,961 -3%
USCWA
89
U.S. Capital Wealth Advisors
Texas
$1.47M 81,588 +81,588 New
IIC
90
Ironwood Investment Counsel
Arizona
$1.44M 80,151 +4,563 +6%
CA
91
Continuum Advisory
Idaho
$1.43M 79,437 +79,437 New
MAM
92
Madison Asset Management
Wisconsin
$1.42M 78,906 – –
Renaissance Technologies
93
Renaissance Technologies
New York
$1.42M 78,900 +59,100 +298%
APC
94
Asset Planning Corporation
Tennessee
$1.41M 78,573 -30 -0%
RJA
95
Raymond James & Associates
Florida
$1.4M 77,739 +1,986 +3%
CA
96
Cambridge Advisors
Nebraska
$1.38M 76,806 +4,506 +6%
AA
97
Addison Advisors
Vermont
$1.33M 74,130 -105 -0.1%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$1.32M 73,518 +126 +0.2%
JCIA
99
Jackson Creek Investment Advisors
Colorado
$1.24M 68,913 -1,761 -2%
CFO
100
CVA Family Office
Colorado
$1.12M 86,661 +12,375 +17%
2 3
4
5 6