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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
$229M
2
CPG
Cornerstone Planning Group
New Jersey
$31.3M
3
Charles Schwab
Charles Schwab
California
$9.37B
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$333M
5
AWM
Allen Wealth Management
North Carolina
$22.4M

Top Sellers

1
PA
Prism Advisors
California
$708K
2
CFA
Cahill Financial Advisors
Minnesota
$23M
3
NB
Northwest Bancshares
Pennsylvania
$149M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.43M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
151
Great Valley Advisor Group
Delaware
$3.25M +$1.6M +66,840 +97%
Wells Fargo
152
Wells Fargo
California
$3.18M +$244K +10,212 +8%
TNA
153
True North Advisors
Texas
$3.17M -$27.3K -1,143 -0.9%
E
154
ETFidea
New York
$3.16M +$33.9K +1,419 +1%
CA
155
Cambridge Advisors
Nebraska
$3.13M -$4.52K -189 -0.1%
FFN
156
Focus Financial Network
Minnesota
$3.1M +$29.5K +1,233 +1%
RJA
157
Raymond James & Associates
Florida
$3.08M -$104K -4,335 -3%
MWM
158
Meridian Wealth Management
Kentucky
$3.04M +$3.04M +127,287 New
FFWA
159
FRG Family Wealth Advisors
Washington
$3.04M +$22.6K +945 +0.7%
GRP
160
Global Retirement Partners
California
$3.03M +$185K +7,746 +7%
CWA
161
Clearview Wealth Advisors
Oregon
$3M +$312K +13,050 +12%
TWP
162
Tempus Wealth Planning
California
$2.87M -$15.8K -660 -0.5%
HWP
163
Highline Wealth Partners
California
$2.86M +$2.62M +109,485 +1,098%
SFA
164
Sequoia Financial Advisors
Ohio
$2.84M +$637K +26,634 +29%
MWA
165
Midland Wealth Advisors
Illinois
$2.82M +$2.82M +117,774 New
LPAM
166
Lodestar Private Asset Management
California
$2.72M +$28.6K +1,194 +1%
AWM
167
AE Wealth Management
Kansas
$2.7M +$45K +1,881 +2%
Truist Financial
168
Truist Financial
North Carolina
$2.55M +$175K +7,317 +7%
WANY
169
Wealthspire Advisors (New York)
New York
$2.55M +$57.3K +2,397 +2%
APW
170
Austin Private Wealth
Texas
$2.47M -$154K -6,444 -6%
PFS
171
Prospera Financial Services
Texas
$2.45M +$209K +8,748 +9%
SC
172
Savant Capital
Illinois
$2.45M +$114K +4,785 +5%
P
173
&Partners
Tennessee
$2.43M +$1.25M +51,801 +105%
JPMorgan Chase & Co
174
JPMorgan Chase & Co
New York
$2.43M -$1.42M -59,232 -37%
PAS
175
Park Avenue Securities
New York
$2.43M -$305K -12,741 -11%
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