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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 %
FF
276
Francis Financial
$548K 8,183 +8,183 New
SIM
277
Studio Investment Management
Illinois
$546K 8,080 -189 -2%
WFA
278
Wellspring Financial Advisors
Ohio
$540K 8,069
DACG
279
Donor Advised Charitable Giving
California
$540K 8,061
PNC Financial Services Group
280
PNC Financial Services Group
Pennsylvania
$534K 7,979 -275 -3%
JCM
281
Jacobi Capital Management
Pennsylvania
$528K 7,885 +7,885 New
VCM
282
Vivaldi Capital Management
Illinois
$526K 7,860 -249 -3%
PCA
283
Prosperity Capital Advisors
Ohio
$521K 7,782 +2,016 +35%
Envestnet Portfolio Solutions
284
Envestnet Portfolio Solutions
Illinois
$520K 7,759 -650 -8%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$513K 7,665 +1,929 +34%
CAL
286
Capital Analysts LLC
Pennsylvania
$511K 7,636 +7,138 +1,433%
DBIA
287
Dumont & Blake Investment Advisors
New Jersey
$510K 7,614 +2,784 +58%
William Blair & Company
288
William Blair & Company
Illinois
$509K 7,604 +1,037 +16%
CIA
289
Capital Investment Advisors
Georgia
$506K 7,553 +483 +7%
Empower Advisory Group
290
Empower Advisory Group
Colorado
$501K 7,473 +3,486 +87%
Stifel Financial
291
Stifel Financial
Missouri
$498K 7,435 +1,926 +35%
RIA
292
Regal Investment Advisors
Michigan
$496K 7,400 +46 +0.6%
CW
293
CreativeOne Wealth
Kansas
$492K 7,345 -98 -1%
SIMG
294
Sonora Investment Management Group
Arizona
$486K 7,216
CFD
295
Creative Financial Designs
Indiana
$485K 7,234 +238 +3%
NCM
296
Next Capital Management
New York
$482K 7,196 +2,787 +63%
CWC
297
Carolinas Wealth Consulting
North Carolina
$479K 7,115
PA
298
Parallel Advisors
California
$476K 7,106
WA
299
WESPAC Advisors
California
$470K 7,016 -1,546 -18%
WP
300
WealthPLAN Partners
Nebraska
$465K 6,944 -150 -2%