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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

476 hedge funds and large institutions have $10.9B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 125 reducing their positions, and 29 closing their positions.

Holders
476
Holders Change
+65
Holders Change %
+15.82%
% of All Funds
6.98%
Holding in Top 10
50
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25%
% of All Funds
0.73%
New
101
Increased
191
Reduced
125
Closed
29
Calls
$353K
Puts
$130K
Net Calls
+$223K
Net Calls Change
+$208K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$174M
2
CSIA
2
Charles Schwab Investment Advisory
California
$7.77B
3
Morgan Stanley
3
Morgan Stanley
New York
$123M
4
CAN
4
Cetera Advisor Networks
California
$30.5M
5
KCPG
5
Kavar Capital Partners Group
Kansas
$48.6M

Top Sellers

1
YAL
1
Your Advocates Ltd
Texas
$16.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$38.5M
3
MWM
3
Meridian Wealth Management
Kentucky
$2.46M
4
GVAG
4
Great Valley Advisor Group
Delaware
$4.43M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$8.55M +$1.31M +63,258 +18%
NCM
77
Northland Capital Management
Minnesota
$8.24M +$98.4K +4,764 +1%
AG
78
AlTi Global
New York
$8.11M +$8.11M +392,829 New
LFA
79
Legend Financial Advisors
Pennsylvania
$8.09M -$61.6K -2,985 -0.8%
USCWA
80
U.S. Capital Wealth Advisors
Texas
$8.04M +$4.83M +233,886 +150%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$7.67M +$4.29M +208,017 +127%
MTWM
82
Masso Torrence Wealth Management
New Jersey
$7.42M +$7.42M +359,592 New
VP
83
Verum Partners
North Carolina
$7.06M +$1.94M +93,822 +38%
GW
84
GW & Wade
Massachusetts
$6.36M +$461K +22,350 +8%
JAG
85
Journey Advisory Group
Kentucky
$6.23M -$71.7K -3,471 -1%
NHC
86
Nicholas Hoffman & Company
Georgia
$6.23M +$769K +37,242 +14%
PJSIMP
87
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.2M -$93.5K -4,470 -1%
LAM
88
Lakewood Asset Management
Illinois
$6.1M +$2.41M +116,946 +66%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$6.09M -$516K -24,984 -8%
PS
90
Principal Securities
Iowa
$6.09M +$6.09M +295,002 New
AFS
91
Access Financial Services
Minnesota
$6.02M +$1.11M +53,955 +23%
LTL
92
Lowery Thomas LLC
California
$6M +$507K +24,573 +9%
KWM
93
Kingsview Wealth Management
Oregon
$5.98M -$78K -3,777 -1%
AFA
94
AA Financial Advisors
Ohio
$5.94M +$5.94M +287,685 New
FM
95
Foster & Motley
Ohio
$5.72M +$268K +12,963 +5%
CAC
96
Certified Advisory Corp
Florida
$5.64M +$496K +24,012 +10%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$5.62M +$631K +30,567 +13%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$5.54M +$2.41M +116,622 +77%
QWM
99
Quadcap Wealth Management
Texas
$5.45M +$5.45M +264,201 New
BGAI
100
Bruce G. Allen Investments
Colorado
$5.31M +$5.31M +257,388 New
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4
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