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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

531 hedge funds and large institutions have $12.4B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 145 reducing their positions, and 37 closing their positions.

Holders
531
Holders Change
+33
Holders Change %
+6.63%
% of All Funds
7.72%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.79%
New
78
Increased
207
Reduced
145
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$8.73B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$290M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$41.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$86.9M
5
OIA
5
OneDigital Investment Advisors
Kansas
$13M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Ameriprise
2
Ameriprise
Minnesota
$140M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
AA
4
ALPS Advisors
Colorado
$32.9M
5
TWM
5
Tradition Wealth Management
Minnesota
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
151
Cresset Asset Management
Illinois
$2.73M 40,700 -11 -0%
TWP
152
Tempus Wealth Planning
California
$2.69M 40,171 +607 +2%
GRP
153
Global Retirement Partners
California
$2.66M 39,704 +8,568 +28%
PAS
154
Park Avenue Securities
New York
$2.55M 38,086 +7,749 +26%
CWA
155
Clearview Wealth Advisors
Oregon
$2.51M 37,496 +37,496 New
LPAM
156
Lodestar Private Asset Management
California
$2.51M 37,460 +1,660 +5%
AWM
157
AE Wealth Management
Kansas
$2.48M 37,026 +6,179 +20%
APW
158
Austin Private Wealth
Texas
$2.45M 36,567 -83 -0.2%
JBA
159
Johnson Bixby & Associates
Washington
$2.36M 35,219 +969 +3%
CL
160
COWA LLC
Oklahoma
$2.36M 35,198 -9,067 -20%
WANY
161
Wealthspire Advisors (New York)
New York
$2.32M 34,701 -123 -0.4%
WCM
162
Whitener Capital Management
North Carolina
$2.26M 33,727 +438 +1%
Truist Financial
163
Truist Financial
North Carolina
$2.21M 33,067 +1,483 +5%
Tudor Investment Corp
164
Tudor Investment Corp
Connecticut
$2.2M 32,894 +32,894 New
SC
165
Savant Capital
Illinois
$2.18M 32,484 +1,835 +6%
MSFS
166
Main Street Financial Solutions
Pennsylvania
$2.14M 32,003 +16,057 +101%
PFS
167
Prospera Financial Services
Texas
$2.09M 31,254 +1,228 +4%
VFA
168
Valeo Financial Advisors
Indiana
$2.07M 30,968 +1 +0%
SFA
169
Sequoia Financial Advisors
Ohio
$2.05M 30,664 +299 +1%
FNC
170
First National Corp
Massachusetts
$2.05M 30,559 +738 +2%
EWM
171
Empirical Wealth Management
Washington
$2M 29,929 -881 -3%
SAI
172
Savvy Advisors Inc
New York
$1.96M 29,233 +6,439 +28%
EH
173
Equitable Holdings
New York
$1.95M 29,180 +6,994 +32%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$1.95M 28,957 -1,623 -5%
KPP
175
Kings Path Partners
Texas
$1.95M 29,119 +29,119 New
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