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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

196 hedge funds and large institutions have $4.2B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-26
Holders Change %
-11.71%
% of All Funds
4.33%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.42%
New
26
Increased
68
Reduced
67
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.64B
2
Victory Capital Management
Victory Capital Management
Texas
$40.8M
3
KLI
Kelman-Lazarov Inc
Tennessee
$26.3M
4
CCA
Cobblestone Capital Advisors
New York
$25.8M
5
Bank of America
Bank of America
North Carolina
$11.9M

Top Sellers

1
MAM
Madison Asset Management
Wisconsin
$2.11M
2
TWM
Tanglewood Wealth Management
Texas
$0
3
Ameriprise
Ameriprise
Minnesota
$28.7M
4
ACA
Ackerman Capital Advisors
Texas
$9.18M
5
CC
Callan Capital
California
$6.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
176
Shine Investment Advisory Services
Colorado
$7K -$46.8K -4,212 -87%
AAP
177
Arax Advisory Partners
Colorado
$7K +$7K +645 New
HFS
178
Hantz Financial Services
Michigan
$7K +$7K +663 New
GI
179
Gradient Investments
Minnesota
$6K – – –
SIM
180
Sonora Investment Management
Arizona
$6K +$297 +27 +5%
BWL
181
Bogart Wealth LLC
Virginia
$6K +$6K +585 New
CAN
182
Claraphi Advisory Network
United States
$6K +$6K +600 New
Citigroup
183
Citigroup
New York
$4K -$17.2K -1,500 -81%
OPS
184
Orion Portfolio Solutions
Nebraska
$4K -$5.26K -489 -57%
BCM
185
Blume Capital Management
California
$4K – – –
FMP
186
Financial Management Professionals
Texas
$3K +$140 +12 +5%
CAAS
187
Capital Asset Advisory Services
Michigan
$3K +$3K +240 New
GEA
188
Glen Eagle Advisors
New Jersey
$1.94K – – –
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$1K -$44K -4,491 -98%
PO
190
Private Ocean
California
$1K -$26K -4,284 -96%
TWA
191
TCI Wealth Advisors
Arizona
$1K – – –
TFGT
192
TS Financial Group (TSFG)
Illinois
$1K – – –
AF
193
Allworth Financial
California
$1K – – –
LWA
194
Lenox Wealth Advisors
New York
$1K – – –
BAMG
195
Brand Asset Management Group
Missouri
$1K +$71 +9 +8%
KFS
196
Kelly Financial Services
Massachusetts
$575 – – –
TWM
197
Tanglewood Wealth Management
Texas
– -$25.6M -1,799,274 Closed
TYCC
198
Texas Yale Capital Corp
Florida
– -$2.04M -143,700 Closed
PWS
199
Paragon Wealth Strategies
Florida
– -$1.52M -106,698 Closed
Bank of New York Mellon
200
Bank of New York Mellon
New York
– -$1.48M -103,707 Closed
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