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Schwab Fundamental US Large Company Index ETF

354 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 152 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
6.12%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
0.67%
New
34
Increased
152
Reduced
102
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FFA
226
First Foundation Advisors
California
$253K 5,306 +145 +3%
WIM
227
WealthPlan Investment Management
Nebraska
$252K 4,647 +4,647 New
BJL
228
Brighton Jones LLC
Washington
$250K 5,237 +294 +6%
IWM
229
IHT Wealth Management
Illinois
$250K 5,234 +5,234 New
SIC
230
SJS Investment Consulting
Ohio
$250K 5,240 +5,240 New
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$246K 5,150 +238 +5%
MCM
232
Mengis Capital Management
Oregon
$244K 5,115 +80 +2%
HR
233
Howe & Rusling
New York
$243K 5,096 -245 -5%
US Bancorp
234
US Bancorp
Minnesota
$243K 5,078 +18 +0.4%
TSS
235
Two Sigma Securities
New York
$242K 5,070 +5,070 New
FLPIM
236
F.L. Putnam Investment Management
Massachusetts
$240K 5,035 +5,035 New
CAN
237
Claraphi Advisory Network
United States
$232K 4,865 -3,921 -45%
KIG
238
Kowal Investment Group
Wisconsin
$231K 4,846 +20 +0.4%
MG
239
Mather Group
Illinois
$231K 4,829 +52 +1%
MFC
240
Morris Financial Concepts
South Carolina
$228K 4,771 +8 +0.2%
SPIA
241
Steward Partners Investment Advisory
New York
$221K 4,636 -168 -3%
CA
242
CapWealth Advisors
Tennessee
$220K 4,597
CPIG
243
Chicago Partners Investment Group
Illinois
$217K 4,077 +4,077 New
OPS
244
Orion Portfolio Solutions
Nebraska
$216K 4,527 -1,628 -26%
S
245
SimplyRich
California
$215K 4,520
HI
246
Harbour Investments
Wisconsin
$212K 4,166
TYCC
247
Texas Yale Capital Corp
Florida
$210K 4,400
SWM
248
Spire Wealth Management
Virginia
$209K 4,378 -22,647 -84%
KM
249
Kalos Management
Georgia
$209K 4,135
MSA
250
Marino Stram & Associates
Massachusetts
$209K 4,384 +11 +0.3%