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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.26%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.3B
2
KHC
2
Koesten Hirschmann & Crabtree
Kansas
$32.7M
3
PAG
3
Private Advisor Group
New Jersey
$32.6M
4
RWM
4
Reston Wealth Management
Virginia
$30.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$22.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$628M
2
WTA
2
Washington Trust Advisors
Massachusetts
$17.7M
3
PPW
3
Pasadena Private Wealth
California
$0
4
ML
4
McAdam LLC
Pennsylvania
$111M
5
CW
5
Connectus Wealth
Ohio
$14.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$1.09M 20,488 +2,075 +11%
BFM
152
Boston Financial Management
Massachusetts
$1.08M 20,121 +20,121 New
JCIA
153
Jackson Creek Investment Advisors
Colorado
$1.04M 19,538 -284 -1%
AWM
154
Aspire Wealth Management
Massachusetts
$1.04M 19,478 -245 -1%
AWM
155
Angeles Wealth Management
California
$1.03M 19,218 – –
WFA
156
Wade Financial Advisory
California
$995K 18,618 – –
Goldman Sachs
157
Goldman Sachs
New York
$952K 17,817 +17,817 New
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$934K 16,727 +26 +0.2%
SIC
159
Salem Investment Counselors
North Carolina
$934K 17,475 +3,472 +25%
MIA
160
Milestone Investment Advisors
Wisconsin
$927K 17,351 +17,351 New
IAN
161
Integrated Advisors Network
Texas
$924K 17,287 +694 +4%
FSWA
162
Financial Synergies Wealth Advisors
Texas
$924K 17,282 +238 +1%
PWA
163
Pillar Wealth Advisors
Pennsylvania
$917K 17,153 +41 +0.2%
FFN
164
Focus Financial Network
Minnesota
$912K 17,062 +115 +0.7%
VCM
165
Vivaldi Capital Management
Illinois
$910K 16,539 +16,539 New
BWM
166
Birchcreek Wealth Management
Ohio
$892K 16,685 -137 -0.8%
JPMPWA
167
J.P. Morgan Private Wealth Advisors
California
$879K 16,457 +6,568 +66%
LWM
168
Laidlaw Wealth Management
New York
$875K 16,380 +767 +5%
KIA
169
KCM Investment Advisors
California
$853K 15,966 +65 +0.4%
SFS
170
Solitude Financial Services
Virginia
$812K 15,192 +110 +0.7%
UCFA
171
United Capital Financial Advisors
Texas
$803K 15,018 -1,890 -11%
WFAG
172
Wescott Financial Advisory Group
Pennsylvania
$779K 14,568 +80 +0.6%
BRWA
173
B. Riley Wealth Advisors
Florida
$767K 14,357 +4,004 +39%
TF
174
Theory Financial
Colorado
$761K 14,234 +14,234 New
SWM
175
Southern Wealth Management
Texas
$758K 14,190 -818 -5%
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