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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 %
BSW
201
Buckingham Strategic Wealth
Missouri
$621K -$25.7K -1,338 -4%
JIC
202
Johnson Investment Counsel
Ohio
$611K +$137K +7,125 +29%
LNWWM
203
Laird Norton Wetherby Wealth Management
California
$611K -$2.99K -156 -0.5%
ST
204
Sabal Trust
Florida
$596K +$596K +31,083 New
OIA
205
OneDigital Investment Advisors
Kansas
$577K -$5.7K -297 -1%
FPAS
206
Focus Partners Advisor Solutions
Missouri
$573K -$11.5K -600 -2%
DWM
207
Dechtman Wealth Management
Colorado
$570K +$570K +29,712 New
CA
208
Cetera Advisors
Colorado
$568K +$53K +2,763 +10%
SCM
209
SOL Capital Management
Maryland
$556K – – –
CAG
210
Curtis Advisory Group
California
$553K +$36.4K +1,896 +7%
S
211
SignatureFD
Georgia
$547K +$530K +27,627 +3,143%
DWM
212
Darwin Wealth Management
Florida
$547K -$13.1K -678 -2%
CWM
213
Cedar Wealth Management
California
$540K -$4.32K -225 -0.8%
BPA
214
Beacon Pointe Advisors
California
$534K +$70K +3,648 +15%
GS
215
GTS Securities
New York
$529K +$529K +27,558 New
EAM
216
Evanson Asset Management
California
$507K – – –
BIG
217
Builder Investment Group
Georgia
$507K +$80.3K +4,182 +19%
CBFP
218
Cedar Brook Financial Partners
Ohio
$500K +$115 +6 +0%
WA
219
WESPAC Advisors
California
$498K +$38.9K +2,028 +8%
FLPIM
220
F.L. Putnam Investment Management
Massachusetts
$493K +$152K +7,896 +44%
VCM
221
Vivaldi Capital Management
Illinois
$477K +$1.5K +78 +0.3%
MCM
222
MAI Capital Management
Ohio
$471K +$61.1K +3,183 +15%
CPA
223
Cardiff Park Advisors
California
$464K +$2.02K +105 +0.4%
ICG
224
InterOcean Capital Group
Tennessee
$462K -$125K -6,534 -21%
WFA
225
Wellspring Financial Advisors
Ohio
$458K +$2.25K +117 +0.5%
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