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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 %
FFC
301
Fure Financial Corporation
Minnesota
$112K +$112K +5,763 New
TAM
302
Townsend Asset Management
North Carolina
$110K +$410 +21 +0.4%
GGI
303
Godsey & Gibb Inc
Virginia
$105K +$105K +5,373 New
CF
304
Centaurus Financial
California
$101K
SBL
305
Sargent Bickham Lagudis
Colorado
$92K +$88.7K +4,572 +2,721%
AWM
306
Abound Wealth Management
Tennessee
$89.2K
BWM
307
Baystate Wealth Management
Massachusetts
$88K +$59 +3 +0.1%
MAM
308
McCarthy Asset Management
California
$88K +$349 +18 +0.4%
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$84K -$1.46K -75 -2%
WWM
310
Wolff Wiese Magana
California
$72K
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$71K
HIA
312
Harbor Investment Advisory
Maryland
$66K
ADL
313
Asset Dedication LLC
California
$65K -$9.6K -495 -13%
BWA
314
BDO Wealth Advisors
Florida
$59K -$5.82K -300 -9%
HFS
315
Hantz Financial Services
Michigan
$59K +$40.5K +2,070 +218%
CP
316
Castleview Partners
Texas
$58K +$58K +3,000 New
CFD
317
Creative Financial Designs
Indiana
$56K +$3.3K +168 +6%
Koshinski Asset Management
318
Koshinski Asset Management
Illinois
$51.2K +$10.9K +561 +27%
LSA
319
Lansing Street Advisors
Pennsylvania
$51K +$51K +2,595 New
JWBC
320
John W. Brooker & Co
California
$49K
MFA
321
McClarren Financial Advisors
Pennsylvania
$49K +$117 +6 +0.2%
JFA
322
JNBA Financial Advisors
Minnesota
$48K -$10.1K -513 -17%
TRCT
323
Tower Research Capital (TRC)
New York
$46K -$527K -27,207 -92%
PMFA
324
Plante Moran Financial Advisors
Michigan
$45K +$21.6K +1,095 +92%
ME
325
McIlrath & Eck
Washington
$42K