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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

302 hedge funds and large institutions have $5.87B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 77 reducing their positions, and 16 closing their positions.

Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
5.3%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.44%
New
46
Increased
110
Reduced
77
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.74B
2
LF
2
Lee Financial
Texas
$26.2M
3
Bank of America
3
Bank of America
North Carolina
$25.8M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$7.55M
5
AWM
5
AE Wealth Management
Kansas
$59M

Top Sellers

1
RCA
1
Resonant Capital Advisors
Wisconsin
$15M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.5M
3
GW
3
GW & Wade
Massachusetts
$1.94M
4
TA
4
Tiedemann Advisors
New York
$6.23M
5
AWA
5
Arete Wealth Advisors
Illinois
$395K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.74B 87,950,023 +2,797,151 +3%
ML
2
McAdam LLC
Pennsylvania
$95.4M 1,768,468 +78,955 +5%
GWS
3
Glassman Wealth Services
Virginia
$70.5M 1,306,288 +17,917 +1%
AWM
4
AE Wealth Management
Kansas
$59M 1,094,444 +109,857 +11%
KLI
5
Kelman-Lazarov Inc
Tennessee
$41.7M 772,673 -785 -0.1%
OFG
6
Oxford Financial Group
Indiana
$31.9M 591,745 -14,345 -2%
AFA
7
Arlington Financial Advisors
California
$29.8M 552,631 +241 +0%
LF
8
Lee Financial
Texas
$26.2M 484,797 +228,390 +89%
Bank of America
9
Bank of America
North Carolina
$25.8M 477,293 +206,534 +76%
CST
10
Charles Schwab Trust
Nevada
$24.4M 451,556 +5,274 +1%
AA
11
Ashford Advisors
New York
$24M 445,383 +43,209 +11%
CC
12
Callan Capital
California
$23.1M 427,741 +60,958 +17%
Ameriprise
13
Ameriprise
Minnesota
$22.8M 422,310 +26,973 +7%
Morgan Stanley
14
Morgan Stanley
New York
$22.5M 417,851 -158,116 -27%
LNC
15
Lincoln National Corp
Pennsylvania
$21.1M 391,198 -590 -0.2%
GAM
16
Gemmer Asset Management
California
$20.2M 373,487 +45,590 +14%
UBS Group
17
UBS Group
Switzerland
$18M 333,697 +33,648 +11%
CMO
18
Covenant Multifamily Offices
Texas
$17.7M 323,039 +67,144 +26%
Creative Planning
19
Creative Planning
Kansas
$17.6M 325,792 +12,832 +4%
TWM
20
Tanglewood Wealth Management
Texas
$17M 315,393 +7,789 +3%
SL
21
Systelligence LLC
Minnesota
$16.3M 302,664 +39,739 +15%
RC
22
RegentAtlantic Capital
New Jersey
$15.4M 285,712 -3,305 -1%
Truist Financial
23
Truist Financial
North Carolina
$15.4M 284,544 +976 +0.3%
LRIA
24
Leonard Rickey Investment Advisors
Washington
$15M 277,429 +12,386 +5%
RCA
25
Resonant Capital Advisors
Wisconsin
$15M 277,233 -311,447 -53%
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