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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

412 hedge funds and large institutions have $9.31B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+26
Holders Change %
+6.74%
% of All Funds
6.5%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
67
Increased
172
Reduced
104
Closed
37
Calls
$265K
Puts
–
Net Calls
+$265K
Net Calls Change
+$23K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$7.06B
2
Ameriprise
Ameriprise
Minnesota
$40.9M
3
CC
Callan Capital
California
$54.1M
4
SEIA
Signature Estate & Investment Advisors
California
$148M
5
NB
Northwest Bancshares
Pennsylvania
$119M

Top Sellers

1
PPW
Pasadena Private Wealth
California
$0
2
SL
Systelligence LLC
Minnesota
$10.2M
3
LWM
Liberty Wealth Management
California
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$47.3M
5
CWA
Consilium Wealth Advisory
Texas
$696K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Advisornet Financial
Minnesota
$2.02M +$75.9K +3,957 +4%
WCM
127
Whitener Capital Management
North Carolina
$1.99M -$70.2K -3,657 -3%
TWP
128
Tempus Wealth Planning
California
$1.94M +$184K +9,585 +10%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$1.93M +$306K +15,936 +19%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$1.89M -$1.39M -72,564 -42%
BCA
131
Bay Colony Advisors
Massachusetts
$1.89M +$160K +8,352 +9%
DC
132
Darrow Company
Massachusetts
$1.89M +$1.89M +98,451 New
VFA
133
Valeo Financial Advisors
Indiana
$1.87M -$158K -8,232 -8%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$1.86M +$318K +16,593 +21%
VNA
135
Valley National Advisers
Pennsylvania
$1.84M -$276K -14,391 -13%
Renaissance Technologies
136
Renaissance Technologies
New York
$1.84M +$1.84M +95,700 New
FNC
137
First National Corp
Massachusetts
$1.74M – – –
PFS
138
Prospera Financial Services
Texas
$1.72M -$349K -18,168 -17%
QCG
139
Quadrant Capital Group
Ohio
$1.71M -$556K -28,983 -25%
PA
140
PFG Advisors
Arizona
$1.69M +$14.3K +744 +0.9%
CA
141
Continuum Advisory
Idaho
$1.58M +$38.3K +1,995 +2%
AWM
142
Aspire Wealth Management
Massachusetts
$1.54M +$212K +11,052 +16%
APC
143
Asset Planning Corporation
Tennessee
$1.5M -$38.6K -2,010 -3%
CAM
144
Cresset Asset Management
Illinois
$1.49M +$769K +40,050 +107%
YWM
145
Yoder Wealth Management
California
$1.45M -$823K -42,900 -36%
FFWM
146
Future Financial Wealth Management
Ohio
$1.43M +$1.43M +74,262 New
SFA
147
Sequoia Financial Advisors
Ohio
$1.42M +$961K +50,055 +210%
SPWM
148
Schrum Private Wealth Management
Florida
$1.39M – – –
T
149
TRUADVICE
Florida
$1.37M +$1.37M +70,218 New
LPAM
150
Lodestar Private Asset Management
California
$1.35M +$251K +13,101 +23%
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6
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