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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

396 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
6.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
70
Increased
179
Reduced
83
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$976M
2
Osaic Holdings
Osaic Holdings
Arizona
$495M
3
CCMG
Clark Capital Management Group
Pennsylvania
$342M
4
OPS
Orion Portfolio Solutions
Nebraska
$119M
5
Morgan Stanley
Morgan Stanley
New York
$55.6M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$5.27B
2
SL
Systelligence LLC
Minnesota
$9.89M
3
BCM
BlueCrest Capital Management
Jersey
$0
4
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$2.59M
5
OFG
Oxford Financial Group
Indiana
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
126
U.S. Capital Wealth Advisors
Texas
$1.72M +$151K +7,767 +10%
IIC
127
Ironwood Investment Counsel
Arizona
$1.71M +$194K +9,927 +13%
CG
128
Colony Group
Massachusetts
$1.71M +$628K +32,214 +58%
VFA
129
Valeo Financial Advisors
Indiana
$1.69M -$151K -7,764 -8%
HG
130
Harbor Group
New Hampshire
$1.62M -$57.6K -2,952 -3%
CS
131
Comerica Securities
Michigan
$1.59M +$540K +27,684 +51%
WEG
132
World Equity Group
Illinois
$1.57M +$1.57M +80,394 New
PGFC
133
Peapack-Gladstone Financial Corp
New Jersey
$1.51M +$245K +12,570 +19%
MAM
134
Madison Asset Management
Wisconsin
$1.51M – – –
APC
135
Asset Planning Corporation
Tennessee
$1.49M -$19.2K -984 -1%
AA
136
Addison Advisors
Vermont
$1.45M +$2.22K +114 +0.2%
CWM
137
Cedar Wealth Management
California
$1.4M -$798K -40,953 -36%
SPWM
138
Schrum Private Wealth Management
Florida
$1.38M +$8.53K +444 +0.6%
SPC
139
Sigma Planning Corp
Michigan
$1.36M +$229K +11,751 +20%
SWM
140
SigFig Wealth Management
California
$1.35M +$852K +390,888 +173%
CAN
141
Cetera Advisor Networks
California
$1.34M +$93.8K +4,809 +8%
LIM
142
Leavell Investment Management
Alabama
$1.26M +$300K +15,360 +31%
FVWA
143
Foster Victor Wealth Advisors
South Carolina
$1.26M -$51.9K -2,685 -4%
PAS
144
Park Avenue Securities
New York
$1.24M +$499K +25,578 +68%
SWM
145
Southern Wealth Management
Texas
$1.18M +$458K +23,484 +64%
JCIA
146
Jackson Creek Investment Advisors
Colorado
$1.15M -$159K -8,130 -12%
PAG
147
Private Advisor Group
New Jersey
$1.14M +$408K +20,916 +56%
LIA
148
LBMC Investment Advisors
Tennessee
$1.12M – – –
FFN
149
Focus Financial Network
Minnesota
$1.1M +$661K +33,906 +151%
FTUS
150
Flow Traders U.S.
New York
$1.07M +$1.07M +54,849 New
4 5
6
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