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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

222 hedge funds and large institutions have $5.27B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 17 closing their positions.

Holders
222
Holders Change
+42
Holders Change %
+23.33%
% of All Funds
4.38%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.41%
New
63
Increased
61
Reduced
56
Closed
17
Calls
–
Puts
$255K
Net Calls
-$255K
Net Calls Change
-$255K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.5B
2
TWM
2
Tanglewood Wealth Management
Texas
$25.6M
3
LNC
3
Lincoln National Corp
Pennsylvania
$19.3M
4
KLI
4
Kelman-Lazarov Inc
Tennessee
$17.8M
5
CCM
5
Covington Capital Management
California
$7.86M

Top Sellers

1
OFG
1
Oxford Financial Group
Indiana
$32.9M
2
PWS
2
Paragon Wealth Strategies
Florida
$1.52M
3
TA
3
Tiedemann Advisors
New York
$26.1M
4
Jane Street
4
Jane Street
New York
$1.21M
5
C
5
Clearshares
New York
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
DFG
101
DWM Financial Group
Illinois
$633K 14,823 +14,823 New
SCM
102
SOL Capital Management
Maryland
$598K 14,000 -1,500 -10%
OMC
103
Old Mission Capital
Illinois
$596K 13,970 -17,415 -55%
DWM
104
Destination Wealth Management
California
$592K 13,862 +13,862 New
APSP
105
Asset Planning Services (Pennsylvania)
Pennsylvania
$590K 13,679 -2,010 -13%
SP
106
Successful Portfolios
Florida
$558K 13,073 -1,394 -10%
PCMC
107
Private Capital Management (Colorado)
Colorado
$525K 13,273 – –
BDF
108
Balasa Dinverno & Foltz
$524K 12,284 – –
AIA
109
Arcadia Investment Advisors
Idaho
$518K 12,144 – –
Truist Financial
110
Truist Financial
North Carolina
$509K 11,938 +11,938 New
AI
111
Atria Investments
North Carolina
$508K 11,904 +5,858 +97%
EWM
112
Empirical Wealth Management
Washington
$507K 11,878 -8,180 -41%
MIAN
113
Mariner Independent Advisor Network
Kansas
$506K 11,857 -8,880 -43%
Wells Fargo
114
Wells Fargo
California
$443K 10,371 +3,985 +62%
WFA
115
Wade Financial Advisory
California
$422K 9,878 +9,878 New
JLBC
116
J.L. Bainbridge & Co
Florida
$391K 9,150 +9,150 New
PA
117
Parallel Advisors
California
$378K 8,850 -11,427 -56%
MCM
118
Mengis Capital Management
Oregon
$377K 8,850 -75 -0.8%
FWM
119
Foresight Wealth Management
Utah
$375K 8,794 +345 +4%
MCM
120
Maryland Capital Management
Maryland
$375K 8,792 +8,792 New
OIA
121
OneDigital Investment Advisors
Kansas
$365K 8,552 – –
RWRC
122
R.W. Roge & Company
New York
$353K 8,260 +8,260 New
BMM
123
Berkshire Money Management
Massachusetts
$345K 8,085 +238 +3%
LWAC
124
Laurel Wealth Advisors (California)
California
$336K 7,869 +1,796 +30%
EAM
125
Evanson Asset Management
California
$315K 7,385 – –
3 4
5
6 7