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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

386 hedge funds and large institutions have $8.66B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.18%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.69%
New
41
Increased
175
Reduced
106
Closed
36
Calls
$242K
Puts
–
Net Calls
+$242K
Net Calls Change
+$242K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.63B
2
SEIA
2
Signature Estate & Investment Advisors
California
$131M
3
PPW
3
Pasadena Private Wealth
California
$18.8M
4
YAL
4
Your Advocates Ltd
Texas
$19.9M
5
ML
5
McAdam LLC
Pennsylvania
$116M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$714K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$25.3M
3
BFA
3
BMS Financial Advisors
South Dakota
$0
4
JWM
4
Jackson Wealth Management
Florida
$0
5
TWM
5
Tanglewood Wealth Management
Texas
$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
151
Colony Group
Massachusetts
$1.26M -$154K -8,409 -11%
BWM
152
BCS Wealth Management
Tennessee
$1.26M +$55.9K +3,051 +5%
HG
153
Harbor Group
New Hampshire
$1.24M -$24.9K -1,359 -2%
MAM
154
Madison Asset Management
Wisconsin
$1.2M -$62.1K -3,390 -5%
AA
155
Addison Advisors
Vermont
$1.17M -$124K -6,795 -10%
SC
156
Savant Capital
Illinois
$1.14M +$55 +3 +0%
FVWA
157
Foster Victor Wealth Advisors
South Carolina
$1.13M +$4.05K +222 +0.4%
BFM
158
Boston Financial Management
Massachusetts
$1.11M – – –
JCIA
159
Jackson Creek Investment Advisors
Colorado
$1.09M +$14.2K +774 +1%
AWM
160
Angeles Wealth Management
California
$1.06M – – –
LPAM
161
Lodestar Private Asset Management
California
$1.05M +$379K +20,718 +56%
KIA
162
KCM Investment Advisors
California
$1.04M +$166K +9,075 +19%
FFN
163
Focus Financial Network
Minnesota
$1.04M +$98.5K +5,382 +11%
WFA
164
Wade Financial Advisory
California
$1.02M – – –
SFS
165
Solitude Financial Services
Virginia
$1.01M +$174K +9,480 +21%
FSWA
166
Financial Synergies Wealth Advisors
Texas
$962K +$12.9K +702 +1%
MIA
167
Milestone Investment Advisors
Wisconsin
$953K +$220 +12 +0%
IWC
168
Integrated Wealth Concepts
Massachusetts
$946K +$373K +20,379 +65%
PWA
169
Pillar Wealth Advisors
Pennsylvania
$944K +$2.03K +111 +0.2%
SIC
170
Salem Investment Counselors
North Carolina
$921K -$38.6K -2,106 -4%
LWM
171
Laidlaw Wealth Management
New York
$903K +$3.3K +180 +0.4%
JPMPWA
172
J.P. Morgan Private Wealth Advisors
California
$877K -$26.8K -1,464 -3%
IAN
173
Integrated Advisors Network
Texas
$851K -$98.6K -5,388 -10%
PWM
174
Prosperity Wealth Management
California
$843K -$776K -42,390 -48%
OPS
175
Orion Portfolio Solutions
Nebraska
$840K +$272K +14,859 +48%
5 6
7
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