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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

411 hedge funds and large institutions have $9.26B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.55%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.64%
New
39
Increased
190
Reduced
114
Closed
35
Calls
$129K
Puts
$114K
Net Calls
+$15K
Net Calls Change
-$250K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$6.96B
2
AA
ALPS Advisors
Colorado
$39.7M
3
PA
Prism Advisors
California
$10.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$37.6M
5
CC
Callan Capital
California
$61.3M

Top Sellers

1
AIA
Arcadia Investment Advisors
Idaho
$1.86M
2
AFA
Arlington Financial Advisors
California
$19.6M
3
TWM
Tanglewood Wealth Management
Texas
$28.8M
4
Cerity Partners
Cerity Partners
New York
$1.76M
5
NB
Northwest Bancshares
Pennsylvania
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
176
Orion Portfolio Solutions
Nebraska
$1.04M -$80.9K -4,335 -7%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$1.04M +$28.9K +1,551 +3%
SWA
178
Strata Wealth Advisors
Texas
$1.03M +$1.03M +55,362 New
EH
179
Equitable Holdings
New York
$1.03M +$1.03M +55,158 New
FTS
180
Fifth Third Securities
Ohio
$999K +$602K +32,262 +152%
FSWA
181
Financial Synergies Wealth Advisors
Texas
$998K +$17.9K +957 +2%
WFA
182
Wade Financial Advisory
California
$997K – – –
CPRC
183
Consolidated Portfolio Review Corp
New York
$988K +$657K +35,190 +198%
PWA
184
Pillar Wealth Advisors
Pennsylvania
$966K +$2.13K +114 +0.2%
IWC
185
Integrated Wealth Concepts
Massachusetts
$930K +$30.4K +1,629 +3%
CWM
186
Cedar Wealth Management
California
$904K +$379K +20,319 +72%
KIA
187
KCM Investment Advisors
California
$903K -$82.8K -4,437 -8%
NFG
188
Nations Financial Group
Iowa
$884K +$266K +14,256 +43%
PCMC
189
Private Capital Management (Colorado)
Colorado
$871K +$788K +42,228 +951%
SOS
190
Silver Oak Securities
Tennessee
$851K +$851K +45,603 New
JPMPWA
191
J.P. Morgan Private Wealth Advisors
California
$842K +$24.1K +1,293 +3%
ICG
192
InterOcean Capital Group
Tennessee
$791K +$341K +18,300 +76%
PWM
193
Perigon Wealth Management
California
$790K -$325K -17,397 -29%
IAN
194
Integrated Advisors Network
Texas
$782K -$14.3K -765 -2%
BRWA
195
B. Riley Wealth Advisors
Florida
$762K +$27.5K +1,473 +4%
WF
196
Warner Financial
Maryland
$754K +$62K +3,324 +9%
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$750K -$66.3K -3,390 -8%
RVPG
198
Relative Value Partners Group
$730K +$1.74K +93 +0.2%
IC
199
IEQ Capital
California
$721K -$209K -11,202 -22%
CCM
200
Chilton Capital Management
Texas
$721K +$54.7K +2,934 +8%
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