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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

222 hedge funds and large institutions have $5.27B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 17 closing their positions.

Holders
222
Holders Change
+42
Holders Change %
+23.33%
% of All Funds
4.38%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.41%
New
63
Increased
61
Reduced
56
Closed
17
Calls
–
Puts
$255K
Net Calls
-$255K
Net Calls Change
-$255K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.5B
2
MAM
2
Madison Asset Management
Wisconsin
$58.1M
3
TWM
3
Tanglewood Wealth Management
Texas
$25.6M
4
LNC
4
Lincoln National Corp
Pennsylvania
$19.3M
5
FCM
5
Firestone Capital Management
Florida
$9.1M

Top Sellers

1
OFG
1
Oxford Financial Group
Indiana
$32.9M
2
PWS
2
Paragon Wealth Strategies
Florida
$1.52M
3
TA
3
Tiedemann Advisors
New York
$26.1M
4
Jane Street
4
Jane Street
New York
$1.21M
5
C
5
Clearshares
New York
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.5B 105,399,494 +5,144,232 +5%
MAM
2
Madison Asset Management
Wisconsin
$58.1M 1,361,040 +1,361,040 New
ML
3
McAdam LLC
Pennsylvania
$48.2M 1,130,110 +49,322 +5%
GWS
4
Glassman Wealth Services
Virginia
$41.5M 972,696 +9,941 +1%
Ameriprise
5
Ameriprise
Minnesota
$37.9M 889,618 +49,164 +6%
QCG
6
Quadrant Capital Group
Ohio
$36.9M 864,649 +146,295 +20%
OFG
7
Oxford Financial Group
Indiana
$32.9M 770,507 -336,676 -30%
CCA
8
Cobblestone Capital Advisors
New York
$27.1M 635,737 +17,542 +3%
TA
9
Tiedemann Advisors
New York
$26.1M 610,404 -195,998 -24%
TWM
10
Tanglewood Wealth Management
Texas
$25.6M 599,758 +599,758 New
Victory Capital Management
11
Victory Capital Management
Texas
$24.2M 567,499 – –
AFA
12
Arlington Financial Advisors
California
$23.1M 540,323 +5,747 +1%
DSA
13
Droms Strauss Advisors
Missouri
$19.9M 466,482 +8,735 +2%
LNC
14
Lincoln National Corp
Pennsylvania
$19.3M 452,097 +402,925 +819%
ACA
15
Ackerman Capital Advisors
Texas
$18.7M 437,574 +145,901 +50%
KLI
16
Kelman-Lazarov Inc
Tennessee
$17.8M 417,951 +196,289 +89%
RC
17
RegentAtlantic Capital
New Jersey
$15.7M 366,846 +26,837 +8%
CC
18
Callan Capital
California
$13.6M 319,130 +41,600 +15%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$12.4M 291,235 +36,361 +14%
Morgan Stanley
20
Morgan Stanley
New York
$11.9M 279,924 -515 -0.2%
FCM
21
Firestone Capital Management
Florida
$9.1M 213,135 +213,135 New
RCA
22
Resonant Capital Advisors
Wisconsin
$8.93M 209,258 +209,258 New
Bank of America
23
Bank of America
North Carolina
$8.57M 200,853 -7,553 -4%
CST
24
Charles Schwab Trust
Nevada
$8.44M 197,645 +25,676 +15%
MWP
25
Moller Wealth Partners
$7.99M 187,209 +34,237 +22%
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