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Schwab Fundamental US Large Company Index ETF

396 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
6.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
70
Increased
179
Reduced
83
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CW
226
CreativeOne Wealth
Kansas
$383K +$2.63K +135 +0.7%
Qube Research & Technologies (QRT)
227
Qube Research & Technologies (QRT)
United Kingdom
$382K +$310K +15,891 +429%
SIC
228
Salem Investment Counselors
North Carolina
$381K +$322K +16,530 +551%
SIC
229
SJS Investment Consulting
Ohio
$379K +$4.79K +246 +1%
YIH
230
Y-Intercept (HK)
Hong Kong
$376K +$89.2K +4,569 +31%
EWA
231
EP Wealth Advisors
California
$372K +$10.8K +555 +3%
AOWM
232
Alpha Omega Wealth Management
Virginia
$362K +$29.2K +1,497 +9%
PJSIMP
233
P.J. Schmidt Investment Management (PJS)
Wisconsin
$357K +$357K +19,413 New
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$344K +$224K +11,532 +187%
HWM
235
HB Wealth Management
Georgia
$333K +$90.1K +4,620 +37%
ASN
236
Advisory Services Network
Georgia
$327K -$59.7K -3,057 -15%
AWM
237
Aspire Wealth Management
Massachusetts
$324K -$227K -11,652 -41%
TFS
238
Thoroughbred Financial Services
Tennessee
$317K +$317K +16,263 New
MCM
239
Maryland Capital Management
Maryland
$313K -$124K -6,345 -28%
GAM
240
Garrison Asset Management
Arkansas
$312K +$312K +15,987 New
ACA
241
Ackerman Capital Advisors
Texas
$309K
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$309K +$22.1K +1,134 +8%
FFA
243
First Foundation Advisors
California
$302K +$302K +15,483 New
MWM
244
Maripau Wealth Management
Indiana
$296K +$296K +15,417 New
RCI
245
RS Crum Inc
California
$293K
BJL
246
Brighton Jones LLC
Washington
$288K +$937 +48 +0.3%
MCM
247
Mengis Capital Management
Oregon
$287K +$292 +15 +0.1%
RVPG
248
Relative Value Partners Group
$286K +$286K +14,649 New
MFC
249
Morris Financial Concepts
South Carolina
$284K -$6.38K -327 -2%
FWIA
250
Fort Washington Investment Advisors
Ohio
$284K +$284K +14,568 New