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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

190 hedge funds and large institutions have $3.66B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
190
Holders Change
-6
Holders Change %
-3.06%
% of All Funds
3.84%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.34%
New
22
Increased
63
Reduced
62
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.05B
2
PS
2
Planned Solutions
California
$12.9M
3
SL
3
Systelligence LLC
Minnesota
$8.96M
4
KAS
4
Kestra Advisory Services
Texas
$8.37M
5
MAM
5
Madison Asset Management
Wisconsin
$8.45M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$17.3M
2
TA
2
Tiedemann Advisors
New York
$7.06M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.56M
4
Ameriprise
4
Ameriprise
Minnesota
$16.9M
5
USAA
5
United Services Automobile Association
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.05B 78,675,596 +521,228 +0.7%
ML
2
McAdam LLC
Pennsylvania
$52.2M 1,349,024 +56,310 +4%
GWS
3
Glassman Wealth Services
Virginia
$47.4M 1,223,802 -17,198 -1%
KLI
4
Kelman-Lazarov Inc
Tennessee
$34.5M 889,529 -13,997 -2%
CCA
5
Cobblestone Capital Advisors
New York
$32.8M 847,298 +4,279 +0.5%
OFG
6
Oxford Financial Group
Indiana
$25M 646,132 -45,421 -7%
AFA
7
Arlington Financial Advisors
California
$22M 568,491 -10,469 -2%
RC
8
RegentAtlantic Capital
New Jersey
$21.4M 553,114 +68,180 +14%
RCA
9
Resonant Capital Advisors
Wisconsin
$19.4M 501,903 +30,713 +7%
Victory Capital Management
10
Victory Capital Management
Texas
$17.3M 446,334 -204,318 -31%
LNC
11
Lincoln National Corp
Pennsylvania
$16.9M 436,867 -1,175 -0.3%
Ameriprise
12
Ameriprise
Minnesota
$16.9M 436,589 -84,396 -16%
PS
13
Planned Solutions
California
$12.9M 332,993 +332,993 New
Morgan Stanley
14
Morgan Stanley
New York
$12.1M 312,791 -8,351 -3%
OWM
15
Opes Wealth Management
California
$10.3M 265,766 -35,714 -12%
Bank of America
16
Bank of America
North Carolina
$9.7M 250,393 -10,147 -4%
CST
17
Charles Schwab Trust
Nevada
$9.63M 248,760 +16,188 +7%
CC
18
Callan Capital
California
$9.54M 246,394 +96,473 +64%
SL
19
Systelligence LLC
Minnesota
$8.96M 231,264 +231,264 New
MAM
20
Madison Asset Management
Wisconsin
$8.45M 218,207 +152,011 +230%
GC
21
Gratus Capital
Georgia
$8.39M 216,558 +12,677 +6%
BCWM
22
Bartlett & Co Wealth Management
Ohio
$8.38M 216,325 +46,106 +27%
BC
23
Bartlett & Co
Ohio
$8.38M 216,325 +46,106 +27%
KAS
24
Kestra Advisory Services
Texas
$8.37M 216,128 +216,128 New
WPIC
25
White Pine Investment Company
Michigan
$8.07M 208,362 +13,681 +7%
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