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Schwab Fundamental US Large Company Index ETF

386 hedge funds and large institutions have $8.66B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.18%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.69%
New
41
Increased
175
Reduced
106
Closed
36
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
+$242K
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
226
Atria Wealth Solutions
New York
$407K +$6.04K +330 +2%
PA
227
Parallel Advisors
California
$401K -$8.4K -459 -2%
CW
228
CreativeOne Wealth
Kansas
$391K +$24.5K +1,341 +7%
MCM
229
MAI Capital Management
Ohio
$391K +$24.1K +1,314 +7%
WG
230
Welch Group
Alabama
$381K -$137K -7,500 -26%
AOWM
231
Alpha Omega Wealth Management
Virginia
$380K -$68.8K -3,756 -15%
Northern Trust
232
Northern Trust
Illinois
$373K -$52.1K -2,844 -12%
NDSI
233
Newman Dignan & Sheerar Inc
Rhode Island
$359K -$13.6K -744 -4%
Janney Montgomery Scott
234
Janney Montgomery Scott
Pennsylvania
$349K +$11K +600 +3%
Koshinski Asset Management
235
Koshinski Asset Management
Illinois
$348K +$65K +3,549 +23%
HR
236
Howe & Rusling
New York
$340K -$13.8K -756 -4%
MFC
237
Morris Financial Concepts
South Carolina
$337K -$13.1K -714 -4%
CPIG
238
Chicago Partners Investment Group
Illinois
$333K
FLPIM
239
F.L. Putnam Investment Management
Massachusetts
$326K +$44.5K +2,430 +16%
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$326K -$23.1K -1,263 -7%
HWM
241
HB Wealth Management
Georgia
$326K +$769 +42 +0.2%
ZIMP
242
Zimmermann Investment Management & Planning
Pennsylvania
$325K -$714 -39 -0.2%
LI
243
Lafayette Investments
Maryland
$314K -$7.14K -390 -2%
ACA
244
Ackerman Capital Advisors
Texas
$314K
SIMG
245
Sonora Investment Management Group
Arizona
$303K -$98.7K -5,391 -25%
William Blair & Company
246
William Blair & Company
Illinois
$301K -$16.4K -897 -5%
WP
247
WealthPLAN Partners
Nebraska
$295K +$934 +51 +0.3%
SPIA
248
Steward Partners Investment Advisory
New York
$295K +$29.3K +1,599 +11%
GAM
249
Garrison Asset Management
Arkansas
$293K +$293K +15,987 New
BEAM
250
Baker Ellis Asset Management
Washington
$291K