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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

411 hedge funds and large institutions have $9.26B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 114 reducing their positions, and 35 closing their positions.

Holders
411
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.56%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.64%
New
39
Increased
190
Reduced
114
Closed
35
Calls
$129K
Puts
$114K
Net Calls
+$15K
Net Calls Change
-$250K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.96B
2
AA
2
ALPS Advisors
Colorado
$39.7M
3
PA
3
Prism Advisors
California
$10.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$37.6M
5
CC
5
Callan Capital
California
$61.3M

Top Sellers

1
AIA
1
Arcadia Investment Advisors
Idaho
$1.86M
2
AFA
2
Arlington Financial Advisors
California
$19.6M
3
TWM
3
Tanglewood Wealth Management
Texas
$28.8M
4
Cerity Partners
4
Cerity Partners
New York
$1.76M
5
NB
5
Northwest Bancshares
Pennsylvania
$111M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$6.96B 124,385,451 +1,757,011 +1%
SEIA
2
Signature Estate & Investment Advisors
California
$147M 2,627,857 +56,325 +2%
ML
3
McAdam LLC
Pennsylvania
$131M 2,333,308 +116,487 +5%
NB
4
Northwest Bancshares
Pennsylvania
$111M 1,989,850 -69,129 -3%
GWS
5
Glassman Wealth Services
Virginia
$80.9M 1,444,951 +12,955 +0.9%
CC
6
Callan Capital
California
$61.3M 1,094,747 +154,470 +16%
Morgan Stanley
7
Morgan Stanley
New York
$54.2M 968,081 +56,894 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$53.9M 963,596 +141,377 +17%
LF
9
Lee Financial
Texas
$45.1M 806,370 -37,040 -4%
KLI
10
Kelman-Lazarov Inc
Tennessee
$44.5M 794,187 +16,273 +2%
Bank of America
11
Bank of America
North Carolina
$43M 767,525 +38,592 +5%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$41.7M 744,665 +27,924 +4%
GAM
13
Gemmer Asset Management
California
$40.1M 717,222 +19,079 +3%
AA
14
ALPS Advisors
Colorado
$39.7M 708,985 +708,985 New
CST
15
Charles Schwab Trust
Nevada
$39.4M 703,490 +43,542 +7%
Ameriprise
16
Ameriprise
Minnesota
$39.1M 698,825 -12,273 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$37.6M 670,894 +157,814 +31%
BIA
18
Bell Investment Advisors
California
$37.3M 666,196 +40,565 +6%
PAG
19
Private Advisor Group
New Jersey
$37.3M 665,905 +4,995 +0.8%
CCMG
20
Clark Capital Management Group
Pennsylvania
$37.2M 665,409 +125,122 +23%
RWM
21
Reston Wealth Management
Virginia
$35.9M 641,903 +40,336 +7%
KHC
22
Koesten Hirschmann & Crabtree
Kansas
$34M 608,027 -3,422 -0.6%
AA
23
Ashford Advisors
New York
$32.3M 576,535 -51,572 -8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$31.1M 556,471 +27,765 +5%
TWM
25
Tanglewood Wealth Management
Texas
$28.8M 513,862 -154,208 -23%
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