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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 %
WCM
176
Whitener Capital Management
North Carolina
$2.38M -$40.8K -1,707 -2%
WIP
177
WealthCare Investment Partners
Rhode Island
$2.34M +$1.04M +43,893 +80%
WF
178
Warner Financial
Maryland
$2.29M +$329K +13,770 +17%
SAI
179
Savvy Advisors Inc
New York
$2.24M +$147K +6,141 +7%
CAM
180
Cresset Asset Management
Illinois
$2.23M -$689K -28,818 -24%
PA
181
PFG Advisors
Arizona
$2.23M +$163K +6,825 +8%
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$2.2M +$121K +5,061 +6%
FNC
183
First National Corp
Massachusetts
$2.2M +$2.8K +117 +0.1%
EWM
184
Empirical Wealth Management
Washington
$2.18M +$37K +1,548 +2%
VFA
185
Valeo Financial Advisors
Indiana
$2.11M -$111K -4,641 -5%
PCMN
186
Paradigm Capital Management (Nevada)
Nevada
$2.06M +$2.06M +85,989 New
KPP
187
Kings Path Partners
Texas
$2.05M -$38.8K -1,623 -2%
JBA
188
Johnson Bixby & Associates
Washington
$2.04M -$485K -20,283 -19%
Jones Financial Companies
189
Jones Financial Companies
Missouri
$1.98M +$1.6M +67,149 +418%
IC
190
IEQ Capital
California
$1.92M -$18.9K -792 -1%
NA
191
NewEdge Advisors
Louisiana
$1.89M +$8.9K +372 +0.5%
QCG
192
Quadrant Capital Group
Ohio
$1.88M +$93.3K +3,900 +5%
PWM
193
Perigon Wealth Management
California
$1.81M +$566K +23,676 +46%
AWS
194
Atria Wealth Solutions
New York
$1.74M +$675K +28,209 +63%
YWM
195
Yoder Wealth Management
California
$1.72M -$5.02K -210 -0.3%
SA
196
SpiderRock Advisors
Delaware
$1.67M – – –
IWM
197
IHT Wealth Management
Illinois
$1.65M -$13.4K -561 -0.8%
LIA
198
LBMC Investment Advisors
Tennessee
$1.64M +$144 +6 +0%
IWC
199
Integrated Wealth Concepts
Massachusetts
$1.64M +$203K +8,502 +14%
SWM
200
Spire Wealth Management
Virginia
$1.62M -$32.7K -1,365 -2%
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