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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

354 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 152 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
6.12%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
0.67%
New
34
Increased
152
Reduced
102
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.58B
2
CST
2
Charles Schwab Trust
Nevada
$16.2M
3
PPW
3
Pasadena Private Wealth
California
$12.3M
4
SL
4
Systelligence LLC
Minnesota
$15M
5
CW
5
Connectus Wealth
Ohio
$21.9M

Top Sellers

1
BWL
1
Bogart Wealth LLC
Virginia
$138K
2
QCG
2
Quadrant Capital Group
Ohio
$5.54M
3
BFA
3
BMS Financial Advisors
South Dakota
$0
4
Ameriprise
4
Ameriprise
Minnesota
$23.2M
5
CC
5
Callan Capital
California
$22.9M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
76
Gratus Capital
Georgia
$3.62M 75,809 -5,594 -7%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$3.39M 70,901 -38,969 -35%
DSA
78
Droms Strauss Advisors
Missouri
$3.26M 68,193 +67 +0.1%
TNA
79
True North Advisors
Texas
$3.13M 65,584 +20,517 +46%
PWSG
80
Pacific Wealth Strategies Group
California
$3.07M 64,246 -11,785 -16%
CAC
81
Certified Advisory Corp
Florida
$3.05M 63,861 +7,501 +13%
AC
82
Avant Capital
Louisiana
$2.96M 62,044 +2,036 +3%
RWRC
83
R.W. Roge & Company
New York
$2.96M 61,109 -178 -0.3%
Prudential Financial
84
Prudential Financial
New Jersey
$2.91M 60,023 +397 +0.7%
RJA
85
Raymond James & Associates
Florida
$2.87M 59,984 -11,081 -16%
EWA
86
Exencial Wealth Advisors
Oklahoma
$2.86M 59,821 +21,042 +54%
CFO
87
CVA Family Office
Colorado
$2.85M 59,677 +29,209 +96%
Citadel Advisors
88
Citadel Advisors
Florida
$2.82M 59,049 +16,872 +40%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$2.81M 58,803 +21,319 +57%
VNA
90
Valley National Advisers
Pennsylvania
$2.61M 51,523 -586 -1%
MML Investors Services
91
MML Investors Services
Massachusetts
$2.52M 52,660 +5,399 +11%
FC
92
FCA Corp
Texas
$2.41M 50,415 -1,383 -3%
IIC
93
Ironwood Investment Counsel
Arizona
$2.38M 49,736 +15,337 +45%
AWA
94
Arete Wealth Advisors
Illinois
$2.36M 49,379 +45,116 +1,058%
CAM
95
Cidel Asset Management
Ontario, Canada
$2.31M 48,433 -1,219 -2%
AWE
96
Avidian Wealth Enterprises
Texas
$2.29M 47,852 -4,067 -8%
WANY
97
Wealthspire Advisors (New York)
New York
$2.27M 47,523 +40 +0.1%
Wells Fargo
98
Wells Fargo
California
$2.26M 47,242 -466 -1%
AWM
99
AE Wealth Management
Kansas
$2.22M 46,478 +28,561 +159%
IA
100
IFP Advisors
Florida
$2.2M 58,208 +682 +1%
2 3
4
5 6