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Schwab Fundamental US Large Company Index ETF

531 hedge funds and large institutions have $12.4B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 145 reducing their positions, and 37 closing their positions.

Holders
531
Holders Change
+33
Holders Change %
+6.63%
% of All Funds
7.72%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.79%
New
78
Increased
207
Reduced
145
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AC
226
Avestar Capital
New York
$972K 14,511
LFS
227
Legacy Financial Strategies
Kansas
$921K 13,715 +13,715 New
PCMC
228
Private Capital Management (Colorado)
Colorado
$914K 13,644 -649 -5%
Renaissance Technologies
229
Renaissance Technologies
New York
$891K 13,300 -46,400 -78%
SSWM
230
Sheets Smith Wealth Management
North Carolina
$886K 13,225 +918 +7%
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$882K 13,097 +739 +6%
Jane Street
232
Jane Street
New York
$875K 13,057 +13,057 New
OPS
233
Orion Portfolio Solutions
Nebraska
$874K 13,054 -1,194 -8%
BCI
234
Brinker Capital Investments
Pennsylvania
$874K 13,054 -1,194 -8%
Susquehanna International Group
235
Susquehanna International Group
Pennsylvania
$873K 13,031 +13,031 New
AC
236
Apella Capital
Connecticut
$832K 12,352 +3,911 +46%
SFG
237
Sage Financial Group
Pennsylvania
$823K 12,294 +905 +8%
WPC
238
Wedmont Private Capital
Pennsylvania
$814K 11,857
VF
239
VitalStone Financial
Texas
$805K 12,013 -693 -5%
MNA
240
Manning & Napier Advisors
New York
$804K 12,000 +12,000 New
TAM
241
Townsend Asset Management
North Carolina
$797K 11,896
CCA
242
Clarity Capital Advisors
Florida
$778K 11,611
AAS
243
Asset Allocation Strategies
Michigan
$770K 11,495 +11,495 New
CCM
244
Chilton Capital Management
Texas
$743K 11,099 -930 -8%
Goldman Sachs
245
Goldman Sachs
New York
$738K 11,012 +11,012 New
ECM
246
Evergreen Capital Management
Washington
$723K 10,741
LFG
247
Larson Financial Group
Missouri
$716K 10,694 +6,231 +140%
IAN
248
Integrated Advisors Network
Texas
$713K 10,645 -88 -0.8%
PWM
249
Power Wealth Management
Georgia
$712K 10,630 +10,630 New
LNWWM
250
Laird Norton Wetherby Wealth Management
California
$711K 10,611