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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

476 hedge funds and large institutions have $10.9B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 125 reducing their positions, and 29 closing their positions.

Holders
476
Holders Change
+65
Holders Change %
+15.82%
% of All Funds
6.98%
Holding in Top 10
50
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25%
% of All Funds
0.73%
New
101
Increased
191
Reduced
125
Closed
29
Calls
$353K
Puts
$130K
Net Calls
+$223K
Net Calls Change
+$208K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$174M
2
CSIA
2
Charles Schwab Investment Advisory
California
$7.77B
3
Morgan Stanley
3
Morgan Stanley
New York
$123M
4
CAN
4
Cetera Advisor Networks
California
$30.5M
5
KCPG
5
Kavar Capital Partners Group
Kansas
$48.6M

Top Sellers

1
YAL
1
Your Advocates Ltd
Texas
$16.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$38.5M
3
MWM
3
Meridian Wealth Management
Kentucky
$2.46M
4
GVAG
4
Great Valley Advisor Group
Delaware
$4.43M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
101
Cidel Asset Management
Ontario, Canada
$5.31M +$55.6K +2,694 +1%
PGFC
102
Peapack-Gladstone Financial Corp
New Jersey
$5.08M +$554K +26,853 +12%
LIM
103
Leavell Investment Management
Alabama
$5.07M +$150K +7,260 +3%
AWA
104
Arete Wealth Advisors
Illinois
$4.93M +$4.58M +221,979 +1,319%
ACM
105
Absolute Capital Management
Pennsylvania
$4.86M +$4.86M +235,500 New
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$4.76M +$2.11M +102,420 +80%
MML Investors Services
107
MML Investors Services
Massachusetts
$4.69M +$465K +22,542 +11%
PWSG
108
Pacific Wealth Strategies Group
California
$4.68M +$120K +5,820 +3%
CFS
109
CGC Financial Services
Oregon
$4.66M +$4.66M +225,537 New
RTL
110
Red Tortoise LLC
Georgia
$4.59M +$341K +16,524 +8%
IIC
111
Ironwood Investment Counsel
Arizona
$4.52M +$88.5K +4,287 +2%
EWA
112
Exencial Wealth Advisors
Oklahoma
$4.43M +$393K +19,053 +10%
GVAG
113
Great Valley Advisor Group
Delaware
$4.43M -$2.04M -98,982 -32%
SHF
114
Stage Harbor Financial
Massachusetts
$4.35M +$4.35M +210,507 New
SWM
115
Shakespeare Wealth Management
Wisconsin
$4.33M -$96.1K -4,656 -2%
CFO
116
Collective Family Office
Pennsylvania
$4.3M -$268K -12,987 -6%
RWRC
117
R.W. Roge & Company
New York
$4.13M -$13.7K -663 -0.3%
CFO
118
CVA Family Office
Colorado
$4.12M +$47.1K +2,283 +1%
DSA
119
Droms Strauss Advisors
Missouri
$4.12M -$47.5K -2,301 -1%
AWM
120
Aspire Wealth Management
Massachusetts
$4.06M +$1.59M +77,139 +65%
Renaissance Technologies
121
Renaissance Technologies
New York
$3.78M +$1.84M +89,100 +95%
SCM
122
Sebold Capital Management
Illinois
$3.77M +$1.24M +60,201 +49%
AWE
123
Avidian Wealth Enterprises
Texas
$3.76M +$89.6K +4,341 +2%
TPA
124
Trivium Point Advisory
Connecticut
$3.62M +$377K +18,267 +12%
RF
125
Rollins Financial
Georgia
$3.58M +$519K +25,152 +17%
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5
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