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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

412 hedge funds and large institutions have $9.31B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+26
Holders Change %
+6.74%
% of All Funds
6.5%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
67
Increased
172
Reduced
104
Closed
37
Calls
$265K
Puts
–
Net Calls
+$265K
Net Calls Change
+$23K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$7.06B
2
Ameriprise
Ameriprise
Minnesota
$40.9M
3
CC
Callan Capital
California
$54.1M
4
SEIA
Signature Estate & Investment Advisors
California
$148M
5
NB
Northwest Bancshares
Pennsylvania
$119M

Top Sellers

1
PPW
Pasadena Private Wealth
California
$0
2
SL
Systelligence LLC
Minnesota
$10.2M
3
LWM
Liberty Wealth Management
California
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$47.3M
5
CWA
Consilium Wealth Advisory
Texas
$696K
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
176
Wade Financial Advisory
California
$1.03M -$46.1K -2,400 -4%
KIA
177
KCM Investment Advisors
California
$1.01M -$79K -4,119 -7%
FSWA
178
Financial Synergies Wealth Advisors
Texas
$1.01M -$518 -27 -0.1%
PWA
179
Pillar Wealth Advisors
Pennsylvania
$992K +$2.13K +111 +0.2%
IC
180
IEQ Capital
California
$957K +$376K +19,581 +65%
LWM
181
Laidlaw Wealth Management
New York
$950K +$3.51K +183 +0.4%
SIC
182
Salem Investment Counselors
North Carolina
$933K -$32.5K -1,695 -3%
IWC
183
Integrated Wealth Concepts
Massachusetts
$926K -$66.2K -3,450 -7%
JPMPWA
184
J.P. Morgan Private Wealth Advisors
California
$841K -$78K -4,062 -8%
TF
185
Theory Financial
Colorado
$832K +$6.97K +363 +0.8%
IAN
186
Integrated Advisors Network
Texas
$819K -$72.8K -3,795 -8%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$803K +$63.2K +3,291 +9%
GM
188
GeoWealth Management
Illinois
$767K +$767K +39,975 New
BRWA
189
B. Riley Wealth Advisors
Florida
$755K -$23.5K -1,227 -3%
RVPG
190
Relative Value Partners Group
$749K -$40.1K -2,088 -5%
JPMorgan Chase & Co
191
JPMorgan Chase & Co
New York
$740K +$585K +30,489 +377%
SSWM
192
Sheets Smith Wealth Management
North Carolina
$739K +$51.9K +2,706 +8%
BWM
193
Birchcreek Wealth Management
Ohio
$715K -$136K -7,074 -16%
WF
194
Warner Financial
Maryland
$712K +$255K +13,296 +56%
CWA
195
Consilium Wealth Advisory
Texas
$696K -$3.68M -191,808 -84%
AAS
196
Avantax Advisory Services
Texas
$690K -$106K -5,499 -13%
CCM
197
Chilton Capital Management
Texas
$685K -$25.5K -1,329 -4%
AP
198
Appleton Partners
Massachusetts
$660K -$48.4K -2,523 -7%
TAM
199
Townsend Asset Management
North Carolina
$648K +$518 +27 +0.1%
NFG
200
Nations Financial Group
Iowa
$636K +$636K +33,120 New
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