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Schwab Fundamental US Large Company Index ETF

354 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 152 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
6.12%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
0.67%
New
34
Increased
152
Reduced
102
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AIP
276
Almanack Investment Partners
Pennsylvania
$62K 1,284 -9,955 -89%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$62K 1,305 +87 +7%
WWM
278
Wolff Wiese Magana
California
$59K 1,235
HIA
279
Harbor Investment Advisory
Maryland
$53K 1,120
ADL
280
Asset Dedication LLC
California
$53K 1,117 +1,117 New
BTI
281
Blue Trust Inc
Georgia
$49K 972 +972 New
BWA
282
BDO Wealth Advisors
Florida
$48K 1,013
JPMorgan Chase & Co
283
JPMorgan Chase & Co
New York
$47K 985 -274 -22%
MA
284
MUFG Americas
New York
$42K 889 +889 New
CA
285
Clearstead Advisors
Ohio
$41K 858 -52 -6%
JFA
286
JNBA Financial Advisors
Minnesota
$41K 849
JWBC
287
John W. Brooker & Co
California
$40K 834
MFA
288
McClarren Financial Advisors
Pennsylvania
$40K 848 +848 New
SBL
289
Sargent Bickham Lagudis
Colorado
$38K 811 +126 +18%
ZIG
290
Zullo Investment Group
Pennsylvania
$35K 741 +741 New
ME
291
McIlrath & Eck
Washington
$34K 717
AF
292
Allworth Financial
California
$30K 626
PFA
293
Professional Financial Advisors
Nebraska
$26K 542
PCA
294
Providence Capital Advisors
North Carolina
$25K 529 +529 New
WFA
295
WestHill Financial Advisors
California
$24K 511
IRC
296
Investors Research Corp
Georgia
$24K 512
CIA
297
Choate Investment Advisors
Massachusetts
$23K 489
PB
298
Pinnacle Bancorp
Nebraska
$23K 483 +483 New
National Bank of Canada
299
National Bank of Canada
Quebec, Canada
$21K 391
MHR
300
Matthew Hamilton Rosenberg
$21K 447