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Schwab Fundamental US Large Company Index ETF

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
276
Prism Advisors
California
$708K -$12.1M -507,363 -94%
CAI
277
Capital Advisors Inc
Oklahoma
$698K +$92.4K +3,864 +15%
SPC
278
Sigma Planning Corp
Michigan
$696K -$781K -32,658 -53%
PCA
279
Prosperity Capital Advisors
Ohio
$687K +$129K +5,385 +23%
AWA
280
Archvest Wealth Advisors
California
$682K +$2.44K +102 +0.4%
VF
281
VitalStone Financial
Texas
$679K -$183K -7,665 -21%
HWM
282
HRC Wealth Management
Idaho
$674K +$6.03K +252 +0.9%
KCIC
283
Kuhn & Co Investment Counsel
Illinois
$660K +$28.8K +1,206 +5%
SCM
284
SOL Capital Management
Maryland
$660K
SSWM
285
Smith Salley Wealth Management
North Carolina
$657K +$657K +27,471 New
PNC Financial Services Group
286
PNC Financial Services Group
Pennsylvania
$644K +$71.3K +2,979 +12%
NJIM
287
Nabity-Jensen Investment Management
Nebraska
$635K +$635K +26,538 New
EAM
288
Evanson Asset Management
California
$633K
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$631K +$81.4K +3,405 +15%
TRCT
290
Tower Research Capital (TRC)
New York
$624K +$623K +26,058 +96,511%
FCH
291
Freestone Capital Holdings
Washington
$620K
BIG
292
Builder Investment Group
Georgia
$612K +$2.3K +96 +0.4%
AFP
293
Ausdal Financial Partners
Iowa
$608K +$143K +5,976 +31%
SHGA
294
Sand Hill Global Advisors
California
$607K
Koshinski Asset Management
295
Koshinski Asset Management
Illinois
$606K +$176K +7,344 +41%
AP
296
Appleton Partners
Massachusetts
$602K -$5.38K -225 -0.9%
JIC
297
Johnson Investment Counsel
Ohio
$596K -$15.1K -630 -2%
FF
298
Francis Financial
$587K
WFA
299
Wellspring Financial Advisors
Ohio
$584K +$5.24K +219 +0.9%
DACG
300
Donor Advised Charitable Giving
California
$584K +$5.17K +216 +0.9%