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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

386 hedge funds and large institutions have $8.66B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 106 reducing their positions, and 36 closing their positions.

Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.18%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.69%
New
41
Increased
175
Reduced
106
Closed
36
Calls
$242K
Puts
–
Net Calls
+$242K
Net Calls Change
+$242K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.63B
2
SEIA
2
Signature Estate & Investment Advisors
California
$131M
3
PPW
3
Pasadena Private Wealth
California
$18.8M
4
YAL
4
Your Advocates Ltd
Texas
$19.9M
5
ML
5
McAdam LLC
Pennsylvania
$116M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$714K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$25.3M
3
BFA
3
BMS Financial Advisors
South Dakota
$0
4
JWM
4
Jackson Wealth Management
Florida
$0
5
TWM
5
Tanglewood Wealth Management
Texas
$33.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AWE
101
Avidian Wealth Enterprises
Texas
$2.86M 156,183 +11,970 +8%
LIM
102
Leavell Investment Management
Alabama
$2.85M 155,655 +2,745 +2%
JBA
103
Johnson Bixby & Associates
Washington
$2.73M 149,361 +20,460 +16%
FC
104
FCA Corp
Texas
$2.68M 146,490 +1,233 +0.8%
WANY
105
Wealthspire Advisors (New York)
New York
$2.64M 144,315 +12,534 +10%
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$2.6M 141,924 -3,120 -2%
Wells Fargo
107
Wells Fargo
California
$2.59M 141,384 -792 -0.6%
JWM
108
Janiczek Wealth Management
Colorado
$2.58M 139,476 +44,910 +47%
AWM
109
AE Wealth Management
Kansas
$2.5M 136,821 +12,522 +10%
RJA
110
Raymond James & Associates
Florida
$2.5M 136,347 -35,292 -21%
LAM
111
Lakewood Asset Management
Illinois
$2.47M 134,778 +6,249 +5%
CL
112
COWA LLC
Oklahoma
$2.41M 131,616 -114,699 -47%
GFP
113
Guardian Financial Partners
California
$2.31M 126,231 -285 -0.2%
Truist Financial
114
Truist Financial
North Carolina
$2.28M 124,599 -2,877 -2%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$2.27M 114,132 +19,317 +20%
CA
116
Cambridge Advisors
Nebraska
$2.23M 121,671 +609 +0.5%
YWM
117
Yoder Wealth Management
California
$2.17M 118,677 +118,677 New
QCG
118
Quadrant Capital Group
Ohio
$2.16M 117,954 -14,850 -11%
SCM
119
Sebold Capital Management
Illinois
$2.14M 117,036 -696 -0.6%
APW
120
Austin Private Wealth
Texas
$2.08M 113,721 -684 -0.6%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$2.07M 113,229 -18,411 -14%
VNA
122
Valley National Advisers
Pennsylvania
$2.04M 110,205 -25,410 -19%
USCWA
123
U.S. Capital Wealth Advisors
Texas
$1.99M 108,477 +36,036 +50%
PWM
124
Perigon Wealth Management
California
$1.97M 107,859 -17,226 -14%
FFWA
125
FRG Family Wealth Advisors
Washington
$1.97M 107,805 +14,775 +16%
3 4
5
6 7