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Schwab Fundamental US Large Company Index ETF

396 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
6.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
70
Increased
179
Reduced
83
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
276
Aufman Associates
Pennsylvania
$235K
NEGWA
277
New England Guild Wealth Advisors
Connecticut
$234K +$644 +33 +0.3%
KM
278
Kalos Management
Georgia
$232K +$232K +12,405 New
CAAS
279
Capital Asset Advisory Services
Michigan
$229K +$127K +6,477 +124%
SWM
280
Stockman Wealth Management
Montana
$226K +$226K +11,580 New
JFG
281
JMG Financial Group
Illinois
$224K +$224K +11,478 New
DAS
282
Dynamic Advisor Solutions
Arizona
$223K -$467 -24 -0.2%
SFG
283
SNS Financial Group
Minnesota
$222K
SSWM
284
Sheets Smith Wealth Management
North Carolina
$219K -$187K -9,612 -46%
PCA
285
Personal Capital Advisors
California
$218K -$281K -14,400 -56%
NHC
286
Nicholas Hoffman & Company
Georgia
$217K +$217K +11,118 New
EAM
287
Empirical Asset Management
Massachusetts
$213K
IFA
288
Index Fund Advisors
California
$211K
SL
289
Summitry LLC
California
$210K +$210K +10,767 New
MWA
290
Meridian Wealth Advisors
Texas
$208K
CIC
291
Carnegie Investment Counsel
Ohio
$204K +$204K +10,485 New
SPIA
292
Steward Partners Investment Advisory
New York
$202K +$75.1K +3,858 +59%
MA
293
MCF Advisors
Kentucky
$195K +$195K +10,002 New
FWP
294
FAS Wealth Partners
Kansas
$194K -$434K -22,233 -69%
LC
295
Lindbrook Capital
California
$189K
HNB
296
Huntington National Bank
Ohio
$161K
GWM
297
Geneos Wealth Management
Colorado
$158K
HNWAG
298
High Net Worth Advisory Group
Florida
$153K
FFA
299
Freedman Financial Associates
Massachusetts
$140K
FRA
300
Front Row Advisors
California
$112K