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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 %
VF
201
VitalStone Financial
Texas
$717K +$459K +24,372 +178%
SSWM
202
Sheets Smith Wealth Management
North Carolina
$702K -$16.5K -885 -2%
CWA
203
Consilium Wealth Advisory
Texas
$697K +$20.3K +1,089 +3%
Citadel Advisors
204
Citadel Advisors
Florida
$658K +$658K +35,253 New
BSW
205
Buckingham Strategic Wealth
Missouri
$644K +$40.4K +2,166 +7%
LNWWM
206
Laird Norton Wetherby Wealth Management
California
$643K +$49.5K +2,655 +8%
WPC
207
Wedmont Private Capital
Pennsylvania
$641K +$641K +34,344 New
SFG
208
Sage Financial Group
Pennsylvania
$637K +$371K +19,863 +139%
BWM
209
Birchcreek Wealth Management
Ohio
$635K -$61K -3,270 -9%
TAM
210
Townsend Asset Management
North Carolina
$631K +$448 +24 +0.1%
Envestnet Portfolio Solutions
211
Envestnet Portfolio Solutions
Illinois
$618K +$618K +33,108 New
CA
212
Cetera Advisors
Colorado
$605K +$52.8K +2,832 +10%
GRP
213
Global Retirement Partners
California
$584K +$347K +18,912 +147%
OIA
214
OneDigital Investment Advisors
Kansas
$564K +$2.46K +132 +0.4%
BPA
215
Beacon Pointe Advisors
California
$561K +$42.4K +2,274 +8%
DWM
216
Dechtman Wealth Management
Colorado
$557K +$2.74K +147 +0.5%
AP
217
Appleton Partners
Massachusetts
$542K -$99.9K -5,355 -16%
CAG
218
Curtis Advisory Group
California
$538K +$56 +3 +0%
CBFP
219
Cedar Brook Financial Partners
Ohio
$535K +$48.5K +2,598 +10%
SCM
220
SOL Capital Management
Maryland
$532K -$8.68K -465 -2%
S
221
SignatureFD
Georgia
$532K – – –
Vanguard Group
222
Vanguard Group
Pennsylvania
$529K +$287K +15,366 +118%
DWM
223
Darwin Wealth Management
Florida
$513K -$16.5K -885 -3%
AOWM
224
Alpha Omega Wealth Management
Virginia
$511K +$101K +5,409 +25%
EWA
225
EP Wealth Advisors
California
$505K -$1.02M -54,492 -67%
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