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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

411 hedge funds and large institutions have $9.26B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 114 reducing their positions, and 35 closing their positions.

Holders
411
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.55%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.64%
New
39
Increased
190
Reduced
114
Closed
35
Calls
$129K
Puts
$114K
Net Calls
+$15K
Net Calls Change
-$250K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.96B
2
AA
2
ALPS Advisors
Colorado
$39.7M
3
PA
3
Prism Advisors
California
$10.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$37.6M
5
CC
5
Callan Capital
California
$61.3M

Top Sellers

1
AIA
1
Arcadia Investment Advisors
Idaho
$1.86M
2
AFA
2
Arlington Financial Advisors
California
$19.6M
3
TWM
3
Tanglewood Wealth Management
Texas
$28.8M
4
Cerity Partners
4
Cerity Partners
New York
$1.76M
5
NB
5
Northwest Bancshares
Pennsylvania
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
AE Wealth Management
Kansas
$3.52M +$238K +12,747 +7%
LAM
102
Lakewood Asset Management
Illinois
$3.33M +$821K +44,013 +33%
AWE
103
Avidian Wealth Enterprises
Texas
$3.32M +$121K +6,480 +4%
BWM
104
Baystate Wealth Management
Massachusetts
$3.28M -$73.6K -3,945 -2%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$3.05M +$1.21M +64,716 +66%
USCWA
106
U.S. Capital Wealth Advisors
Texas
$2.9M +$110K +5,889 +4%
TPA
107
Trivium Point Advisory
Connecticut
$2.88M +$385K +20,973 +15%
RJA
108
Raymond James & Associates
Florida
$2.85M +$276K +14,805 +11%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$2.83M -$219K -11,748 -7%
CAN
110
Cetera Advisor Networks
California
$2.81M +$719K +38,562 +34%
RF
111
Rollins Financial
Georgia
$2.77M +$386K +20,667 +16%
JWM
112
Janiczek Wealth Management
Colorado
$2.72M +$81K +4,344 +3%
REMPR
113
Roof Eidam Maycock Peralta (REMP)
California
$2.69M -$159K -8,547 -6%
WANY
114
Wealthspire Advisors (New York)
New York
$2.61M +$29.8K +1,599 +1%
GFP
115
Guardian Financial Partners
California
$2.6M +$2.6M +139,188 New
FC
116
FCA Corp
Texas
$2.52M -$24.5K -1,311 -1%
CL
117
COWA LLC
Oklahoma
$2.52M -$1.55M -82,875 -38%
GC
118
Gratus Capital
Georgia
$2.51M -$573K -30,696 -19%
Wells Fargo
119
Wells Fargo
California
$2.51M -$175K -9,360 -7%
AF
120
Advisornet Financial
Minnesota
$2.46M +$498K +26,706 +25%
JBA
121
Johnson Bixby & Associates
Washington
$2.45M -$173K -9,285 -7%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$2.39M +$154K +8,259 +7%
DC
123
Darrow Company
Massachusetts
$2.38M +$540K +28,935 +29%
CA
124
Cambridge Advisors
Nebraska
$2.3M +$32.8K +1,758 +1%
SCM
125
Sebold Capital Management
Illinois
$2.28M +$177K +9,492 +8%
3 4
5
6 7