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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 %
AOWM
251
Alpha Omega Wealth Management
Virginia
$709K 10,591 +284 +3%
SFG
252
Sovereign Financial Group
Connecticut
$700K 10,447 +1,876 +22%
MA
253
Mezzasalma Advisors
New Jersey
$699K 10,431 +10,431 New
CW
254
Channel Wealth
California
$691K 10,310 +310 +3%
BSW
255
Buckingham Strategic Wealth
Missouri
$680K 10,147 -1,600 -14%
SPIA
256
Steward Partners Investment Advisory
New York
$679K 10,136 -277 -3%
IA
257
IFP Advisors
Florida
$676K 10,100 +3,483 +53%
DWM
258
Dechtman Wealth Management
Colorado
$673K 10,049
PWA
259
Pillar Wealth Advisors
Pennsylvania
$639K 9,534 -7,806 -45%
AWA
260
Archvest Wealth Advisors
California
$632K 9,465 +682 +8%
CIC
261
Carnegie Investment Counsel
Ohio
$630K 9,410 +3,616 +62%
HWM
262
HRC Wealth Management
Idaho
$624K 9,310 +630 +7%
SCM
263
SOL Capital Management
Maryland
$616K 9,200 -300 -3%
CWM
264
Cedar Wealth Management
California
$616K 9,191
HWM
265
HB Wealth Management
Georgia
$612K 9,132 +1,058 +13%
NRI
266
NFP Retirement Inc
California
$609K 9,098 +1,130 +14%
EAM
267
Evanson Asset Management
California
$590K 8,815
KCIC
268
Kuhn & Co Investment Counsel
Illinois
$590K 8,802
FCH
269
Freestone Capital Holdings
Washington
$579K 8,645 +645 +8%
JIC
270
Johnson Investment Counsel
Ohio
$571K 8,520 +457 +6%
BIG
271
Builder Investment Group
Georgia
$569K 8,496 -175 -2%
AP
272
Appleton Partners
Massachusetts
$567K 8,462 -6,973 -45%
SHGA
273
Sand Hill Global Advisors
California
$566K 8,456 +8,456 New
CAI
274
Capital Advisors Inc
Oklahoma
$565K 8,439 -1,020 -11%
CAG
275
Curtis Advisory Group
California
$556K 8,305 -311 -4%