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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.26%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.3B
2
KHC
2
Koesten Hirschmann & Crabtree
Kansas
$32.7M
3
PAG
3
Private Advisor Group
New Jersey
$32.6M
4
RWM
4
Reston Wealth Management
Virginia
$30.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$22.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$628M
2
WTA
2
Washington Trust Advisors
Massachusetts
$17.7M
3
PPW
3
Pasadena Private Wealth
California
$0
4
ML
4
McAdam LLC
Pennsylvania
$111M
5
CW
5
Connectus Wealth
Ohio
$14.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$6.3B 117,859,952 +979,853 +0.8%
AWA
2
Arete Wealth Advisors
Illinois
$628M 11,748 -37,631 -76%
ML
3
McAdam LLC
Pennsylvania
$111M 1,895,451 -173,221 -8%
NB
4
Northwest Bancshares
Pennsylvania
$92.7M 1,734,627 +410,806 +31%
GWS
5
Glassman Wealth Services
Virginia
$74.6M 1,396,378 +37,966 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$42.1M 786,885 +196,296 +33%
Bank of America
7
Bank of America
North Carolina
$40.8M 764,186 -65,802 -8%
Morgan Stanley
8
Morgan Stanley
New York
$40.8M 762,680 -156,423 -17%
KLI
9
Kelman-Lazarov Inc
Tennessee
$40.1M 751,257 +5,876 +0.8%
LF
10
Lee Financial
Texas
$40M 748,259 -12,420 -2%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$36.5M 682,524 +75,862 +13%
TWM
12
Tanglewood Wealth Management
Texas
$35.2M 658,945 -2,663 -0.4%
AA
13
Ashford Advisors
New York
$34.5M 645,225 -27,769 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$33M 617,682 +29,159 +5%
KHC
15
Koesten Hirschmann & Crabtree
Kansas
$32.7M 611,593 +611,593 New
GAM
16
Gemmer Asset Management
California
$32.6M 610,369 +82,855 +16%
PAG
17
Private Advisor Group
New Jersey
$32.6M 627,953 +612,847 +4,057%
CC
18
Callan Capital
California
$30.7M 573,908 +94,426 +20%
RWM
19
Reston Wealth Management
Virginia
$30.5M 570,676 +428,652 +302%
CST
20
Charles Schwab Trust
Nevada
$28.7M 536,617 +196,889 +58%
Osaic Holdings
21
Osaic Holdings
Arizona
$27.8M 520,905 -1,293 -0.2%
AFA
22
Arlington Financial Advisors
California
$26.5M 495,586 -31,815 -6%
BIA
23
Bell Investment Advisors
California
$26.2M 490,269 +209,680 +75%
UBS Group
24
UBS Group
Switzerland
$25M 468,180 -31,587 -6%
OFG
25
Oxford Financial Group
Indiana
$24.4M 457,466 -9,539 -2%
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