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Schwab Fundamental US Large Company Index ETF

412 hedge funds and large institutions have $9.31B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+26
Holders Change %
+6.74%
% of All Funds
6.5%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
67
Increased
172
Reduced
104
Closed
37
Calls
$265K
Puts
Net Calls
+$265K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
251
IHT Wealth Management
Illinois
$344K +$79.9K +4,164 +30%
MFC
252
Morris Financial Concepts
South Carolina
$343K -$9.61K -501 -3%
HWM
253
HB Wealth Management
Georgia
$343K +$806 +42 +0.2%
CPRC
254
Consolidated Portfolio Review Corp
New York
$340K +$340K +17,742 New
EWA
255
EP Wealth Advisors
California
$333K +$333K +81,549 New
LI
256
Lafayette Investments
Maryland
$329K
ACA
257
Ackerman Capital Advisors
Texas
$329K
HR
258
Howe & Rusling
New York
$329K -$27.3K -1,422 -8%
CFD
259
Creative Financial Designs
Indiana
$329K +$123K +6,432 +60%
TFA
260
Tobias Financial Advisors
Florida
$323K +$323K +16,839 New
RJT
261
Raymond James Trust
Florida
$316K +$43.2K +2,247 +16%
SIM
262
Studio Investment Management
Illinois
$313K +$40.4K +2,103 +15%
MWM
263
Modera Wealth Management
New Jersey
$310K +$310K +16,170 New
BEAM
264
Baker Ellis Asset Management
Washington
$305K
SPIA
265
Steward Partners Investment Advisory
New York
$305K -$4.26K -222 -1%
HIP
266
HUB Investment Partners
Texas
$296K
SBH
267
Segall Bryant & Hamill
Illinois
$287K +$287K +14,964 New
Bank of New York Mellon
268
Bank of New York Mellon
New York
$284K +$284K +14,820 New
MCM
269
Mengis Capital Management
Oregon
$284K -$14.4K -750 -5%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$283K +$176K +9,153 +164%
CIA
271
Capital Investment Advisors
Georgia
$279K +$279K +14,550 New
MG
272
Mather Group
Illinois
$278K
SFG
273
Sage Financial Group
Pennsylvania
$274K +$274K +14,304 New
FCH
274
Freestone Capital Holdings
Washington
$266K -$5.82K -303 -2%
CA
275
CapWealth Advisors
Tennessee
$265K