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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 %
Truist Financial
101
Truist Financial
North Carolina
$2.15M 44,930 +21,061 +88%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$2.05M 42,816 +8,202 +24%
JBA
103
Johnson Bixby & Associates
Washington
$2.03M 42,445 +7,239 +21%
LIM
104
Leavell Investment Management
Alabama
$2.02M 42,355 +3,260 +8%
GFP
105
Guardian Financial Partners
California
$1.96M 41,033 +4,477 +12%
CA
106
Cambridge Advisors
Nebraska
$1.88M 39,390 +335 +0.9%
PFS
107
Prospera Financial Services
Texas
$1.76M 36,922 -6,468 -15%
WCM
108
Whitener Capital Management
North Carolina
$1.75M 36,741 +50 +0.1%
AF
109
Advisornet Financial
Minnesota
$1.53M 32,122 +839 +3%
PGFC
110
Peapack-Gladstone Financial Corp
New Jersey
$1.5M 31,458 -6,840 -18%
Renaissance Technologies
111
Renaissance Technologies
New York
$1.49M 31,200 +7,100 +29%
SPC
112
Sigma Planning Corp
Michigan
$1.49M 31,131 +9,661 +45%
PA
113
PFG Advisors
Arizona
$1.47M 30,857 +30,857 New
FNC
114
First National Corp
Massachusetts
$1.47M 30,845 -3,090 -9%
SC
115
Savant Capital
Illinois
$1.47M 30,776 +11,200 +57%
JWM
116
Janiczek Wealth Management
Colorado
$1.44M 29,506 -814 -3%
VFA
117
Valeo Financial Advisors
Indiana
$1.33M 27,909 -726 -3%
APW
118
Austin Private Wealth
Texas
$1.29M 27,004 -3,447 -11%
APC
119
Asset Planning Corporation
Tennessee
$1.24M 25,982 -351 -1%
MAM
120
Madison Asset Management
Wisconsin
$1.23M 25,834 – –
HG
121
Harbor Group
New Hampshire
$1.23M 25,659 -642 -2%
CWM
122
Cedar Wealth Management
California
$1.22M 25,566 +4,448 +21%
USCWA
123
U.S. Capital Wealth Advisors
Texas
$1.18M 24,794 -1,514 -6%
EWM
124
Empirical Wealth Management
Washington
$1.18M 24,662 -9,937 -29%
AA
125
Addison Advisors
Vermont
$1.18M 24,619 -145 -0.6%
3 4
5
6 7