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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 %
PCIA
276
Prime Capital Investment Advisors
Kansas
$263K +$263K +13,725 New
CB
277
Commerce Bank
Missouri
$261K
S
278
SimplyRich
California
$260K
MSA
279
Marino Stram & Associates
Massachusetts
$254K +$576 +30 +0.2%
TYCC
280
Texas Yale Capital Corp
Florida
$253K
AWM
281
Apollon Wealth Management
South Carolina
$251K -$33.9K -1,767 -12%
Vanguard Group
282
Vanguard Group
Pennsylvania
$250K
GRP
283
Global Retirement Partners
California
$247K +$215K +11,226 +679%
LGWM
284
Litman Gregory Wealth Management
California
$243K +$243K +12,672 New
VF
285
VitalStone Financial
Texas
$240K +$240K +13,671 New
FWI
286
Facet Wealth Inc
Maryland
$237K -$3.07K -156 -1%
AP
287
Arlington Partners
Alabama
$236K +$236K +12,324 New
TW
288
Transform Wealth
Colorado
$236K -$68.2K -3,552 -22%
DFA
289
DHJJ Financial Advisors
Illinois
$236K -$15.4K -804 -6%
AC
290
Anson Capital
Georgia
$235K +$235K +12,246 New
Thrivent Financial for Lutherans
291
Thrivent Financial for Lutherans
Minnesota
$235K -$30.8K -1,605 -12%
CWM
292
Connecticut Wealth Management
Connecticut
$234K +$748 +39 +0.3%
Bessemer Group
293
Bessemer Group
New Jersey
$234K
IFA
294
Index Fund Advisors
California
$234K +$234K +12,168 New
CAI
295
Capital Advisors Inc
Oklahoma
$228K +$228K +11,889 New
SWM
296
Sugarloaf Wealth Management
Georgia
$228K +$228K +11,883 New
KM
297
Kalos Management
Georgia
$228K
TC
298
TownSquare Capital
Utah
$226K +$3.45K +180 +2%
BCMLT
299
Beacon Capital Management LLC (Tennessee)
Tennessee
$224K +$224K +11,694 New
DAS
300
Dynamic Advisor Solutions
Arizona
$223K +$223K +11,607 New