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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

476 hedge funds and large institutions have $10.9B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 125 reducing their positions, and 29 closing their positions.

Holders
476
Holders Change
+65
Holders Change %
+15.82%
% of All Funds
6.98%
Holding in Top 10
50
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25%
% of All Funds
0.73%
New
101
Increased
191
Reduced
125
Closed
29
Calls
$353K
Puts
$130K
Net Calls
+$223K
Net Calls Change
+$208K

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$174M
2
SCM
2
Steele Capital Management
Iowa
$119M
3
CSIA
3
Charles Schwab Investment Advisory
California
$7.77B
4
Morgan Stanley
4
Morgan Stanley
New York
$123M
5
CAN
5
Cetera Advisor Networks
California
$30.5M

Top Sellers

1
YAL
1
Your Advocates Ltd
Texas
$16.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$38.5M
3
MWM
3
Meridian Wealth Management
Kentucky
$2.46M
4
GVAG
4
Great Valley Advisor Group
Delaware
$4.43M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$7.77B 125,516,788 +1,131,337 +0.9%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$174M 2,814,068 +2,069,403 +278%
SEIA
3
Signature Estate & Investment Advisors
California
$168M 2,717,254 +89,397 +3%
ML
4
McAdam LLC
Pennsylvania
$151M 2,432,842 +99,534 +4%
NB
5
Northwest Bancshares
Pennsylvania
$127M 2,043,713 +53,863 +3%
Morgan Stanley
6
Morgan Stanley
New York
$123M 1,981,392 +1,013,311 +105%
SCM
7
Steele Capital Management
Iowa
$119M 1,918,393 +1,918,393 New
GWS
8
Glassman Wealth Services
Virginia
$90.5M 1,461,170 +16,219 +1%
CC
9
Callan Capital
California
$74.9M 1,209,074 +114,327 +10%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$71.4M 1,152,840 +189,244 +20%
Ameriprise
11
Ameriprise
Minnesota
$59.8M 965,478 +266,653 +38%
Bank of America
12
Bank of America
North Carolina
$58.2M 939,666 +172,141 +22%
LF
13
Lee Financial
Texas
$50.5M 815,642 +9,272 +1%
KLI
14
Kelman-Lazarov Inc
Tennessee
$49.1M 793,466 -721 -0.1%
KCPG
15
Kavar Capital Partners Group
Kansas
$48.6M 784,248 +406,784 +108%
CST
16
Charles Schwab Trust
Nevada
$46.6M 752,463 +48,973 +7%
CCMG
17
Clark Capital Management Group
Pennsylvania
$46.5M 750,964 +85,555 +13%
GAM
18
Gemmer Asset Management
California
$45.1M 727,469 +10,247 +1%
BIA
19
Bell Investment Advisors
California
$44.8M 722,640 +56,444 +8%
AA
20
ALPS Advisors
Colorado
$43.8M 707,830 -1,155 -0.2%
TWM
21
Tanglewood Wealth Management
Texas
$40.9M 660,992 +147,130 +29%
PAG
22
Private Advisor Group
New Jersey
$40.7M 657,445 -8,460 -1%
RWM
23
Reston Wealth Management
Virginia
$39.4M 636,011 -5,892 -0.9%
Osaic Holdings
24
Osaic Holdings
Arizona
$38.5M 621,579 -49,315 -7%
KHC
25
Koesten Hirschmann & Crabtree
Kansas
$36.9M 595,641 -12,386 -2%
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