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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

190 hedge funds and large institutions have $3.66B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
190
Holders Change
-6
Holders Change %
-3.06%
% of All Funds
3.84%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.34%
New
22
Increased
63
Reduced
62
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.05B
2
PS
2
Planned Solutions
California
$12.9M
3
SL
3
Systelligence LLC
Minnesota
$8.96M
4
KAS
4
Kestra Advisory Services
Texas
$8.37M
5
MAM
5
Madison Asset Management
Wisconsin
$8.45M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$17.3M
2
TA
2
Tiedemann Advisors
New York
$7.06M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.56M
4
Ameriprise
4
Ameriprise
Minnesota
$16.9M
5
USAA
5
United Services Automobile Association
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
101
Altium Wealth Management
New York
$442K 11,410 +86 +0.8%
UCFA
102
United Capital Financial Advisors
Texas
$430K 11,112 +1,176 +12%
CP
103
Camelot Portfolios
Ohio
$407K 10,510 +889 +9%
CBFP
104
Cedar Brook Financial Partners
Ohio
$395K 10,203 +1,134 +13%
SCM
105
SOL Capital Management
Maryland
$368K 9,500 – –
Fidelity Investments
106
Fidelity Investments
Massachusetts
$368K 9,499 +3,079 +48%
BEAM
107
Baker Ellis Asset Management
Washington
$368K 9,506 +4,706 +98%
OIA
108
OneDigital Investment Advisors
Kansas
$366K 9,456 – –
RJFSA
109
Raymond James Financial Services Advisors
Florida
$325K 8,380 -268 -3%
MMA
110
Miracle Mile Advisors
California
$314K 8,116 +8,116 New
PA
111
Parallel Advisors
California
$309K 7,978 +611 +8%
WFA
112
Wade Financial Advisory
California
$305K 7,879 – –
MCM
113
Mengis Capital Management
Oregon
$295K 7,640 -330 -4%
MSA
114
Marino Stram & Associates
Massachusetts
$293K 7,572 +17 +0.2%
DACG
115
Donor Advised Charitable Giving
California
$292K 7,534 +63 +0.8%
WFA
116
Wellspring Financial Advisors
Ohio
$292K 7,539 +64 +0.9%
EAM
117
Evanson Asset Management
California
$286K 7,386 +1 +0%
CWC
118
Carolinas Wealth Consulting
North Carolina
$276K 7,115 – –
MA
119
Mutual Advisors
Nebraska
$269K 6,934 -998 -13%
BDF
120
Balasa Dinverno & Foltz
$263K 6,797 – –
LWAC
121
Laurel Wealth Advisors (California)
California
$252K 6,516 -491 -7%
RRC
122
Relaxing Retirement Coach
Massachusetts
$242K 6,236 +6,236 New
EWM
123
Empirical Wealth Management
Washington
$229K 5,912 -2,432 -29%
SWM
124
Southern Wealth Management
Texas
$227K 5,869 -13 -0.2%
Luther King Capital Management (LKCM)
125
Luther King Capital Management (LKCM)
Texas
– – – –
3 4
5
6 7