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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 %
CA
126
Continuum Advisory
Idaho
$1.16M 24,275 -2,448 -9%
SPWM
127
Schrum Private Wealth Management
Florida
$1.14M 23,938 +1 +0%
CAN
128
Cetera Advisor Networks
California
$1.13M 23,642 +2,666 +13%
BMM
129
Berkshire Money Management
Massachusetts
$1.11M 23,227 +23,227 New
FVWA
130
Foster Victor Wealth Advisors
South Carolina
$1.07M 21,325 -19 -0.1%
LIA
131
LBMC Investment Advisors
Tennessee
$1.07M 22,372 -2,701 -11%
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$1.06M 22,234 -107 -0.5%
BCA
133
Bay Colony Advisors
Massachusetts
$1.06M 22,219 +1,513 +7%
TPA
134
Trivium Point Advisory
Connecticut
$1.05M 20,999 +10,069 +92%
BWM
135
BCS Wealth Management
Tennessee
$997K 20,868 +4,042 +24%
FFWA
136
FRG Family Wealth Advisors
Washington
$952K 19,925 +2,200 +12%
JCIA
137
Jackson Creek Investment Advisors
Colorado
$947K 19,822 +382 +2%
AWM
138
Aspire Wealth Management
Massachusetts
$942K 19,723 +14,299 +264%
AWM
139
Angeles Wealth Management
California
$918K 19,218 – –
PJSIMP
140
P.J. Schmidt Investment Management (PJS)
Wisconsin
$890K 17,404 +6,429 +59%
WFA
141
Wade Financial Advisory
California
$889K 18,618 – –
Fidelity Investments
142
Fidelity Investments
Massachusetts
$879K 18,413 +728 +4%
SOS
143
Silver Oak Securities
Tennessee
$851K 15,201 +15,201 New
YAL
144
Your Advocates Ltd
Texas
$842K 17,635 -4,955 -22%
CA
145
CoreCap Advisors
Michigan
$837K 17,517 +17,125 +4,369%
CG
146
Colony Group
Massachusetts
$831K 17,395 -9,809 -36%
PWA
147
Pillar Wealth Advisors
Pennsylvania
$817K 17,112 -1,319 -7%
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$817K 16,701 +1,493 +10%
FSWA
149
Financial Synergies Wealth Advisors
Texas
$814K 17,044 -72 -0.4%
FFN
150
Focus Financial Network
Minnesota
$809K 16,947 +423 +3%
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