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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

476 hedge funds and large institutions have $10.9B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 125 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+65
Holders Change %
+15.82%
% of All Funds
6.98%
Holding in Top 10
50
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25%
% of All Funds
0.73%
New
101
Increased
191
Reduced
125
Closed
29
Calls
$353K
Puts
$130K
Net Calls
+$223K
Net Calls Change
+$208K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$128M
2
CSIA
Charles Schwab Investment Advisory
California
+$70.1M
3
Morgan Stanley
Morgan Stanley
New York
+$62.8M
4
CAN
Cetera Advisor Networks
California
+$27.4M
5
KCPG
Kavar Capital Partners Group
Kansas
+$25.2M

Top Sellers

1
YAL
Your Advocates Ltd
Texas
-$5.72M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.06M
3
MWM
Meridian Wealth Management
Kentucky
-$2.47M
4
GVAG
Great Valley Advisor Group
Delaware
-$2.04M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
201
Clear Point Advisors
New York
$1.17M +$1.17M +56,673 New
FPAS
202
Focus Partners Advisor Solutions
Missouri
$1.14M +$758K +36,729 +199%
WFA
203
Wade Financial Advisory
California
$1.1M – – –
NFG
204
Nations Financial Group
Iowa
$1.1M +$124K +6,009 +13%
PWA
205
Pillar Wealth Advisors
Pennsylvania
$1.07M +$2.54K +123 +0.2%
KWA
206
Kingswood Wealth Advisors
California
$1.04M +$1.04M +50,562 New
KIA
207
KCM Investment Advisors
California
$1.03M +$35.3K +1,710 +4%
OIA
208
OneDigital Investment Advisors
Kansas
$991K +$367K +17,781 +59%
WF
209
Warner Financial
Maryland
$991K +$156K +7,578 +19%
PWM
210
Perigon Wealth Management
California
$943K +$69.4K +3,360 +8%
PCMC
211
Private Capital Management (Colorado)
Colorado
$934K -$29.4K -1,425 -3%
FSWA
212
Financial Synergies Wealth Advisors
Texas
$924K -$29.1K -1,632 -3%
MCM
213
MidAtlantic Capital Management
Virginia
$878K +$878K +42,543 New
Vanguard Group
214
Vanguard Group
Pennsylvania
$875K +$289K +14,001 +49%
BCI
215
Brinker Capital Investments
Pennsylvania
$861K -$293K -14,181 -25%
OPS
216
Orion Portfolio Solutions
Nebraska
$861K -$293K -14,181 -25%
IAN
217
Integrated Advisors Network
Texas
$859K -$5.95K -288 -0.7%
Jane Street
218
Jane Street
New York
$813K +$813K +39,393 New
VPIM
219
Vanguard Personalized Indexing Management
California
$811K +$811K +39,300 New
BWM
220
Birchcreek Wealth Management
Ohio
$786K +$83.9K +4,062 +12%
VF
221
VitalStone Financial
Texas
$784K -$1.55K -75 -0.2%
LFG
222
Larson Financial Group
Missouri
$783K +$466K +22,569 +147%
CCM
223
Chilton Capital Management
Texas
$782K -$15.4K -747 -2%
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$762K -$33.2K -1,602 -4%
SSWM
225
Sheets Smith Wealth Management
North Carolina
$759K -$17.6K -852 -2%
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