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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 %
IWP
301
IAG Wealth Partners
Wisconsin
$20K 424
WT
302
Washington Trust
Rhode Island
$20K 421 +11 +3%
LWP
303
Laurel Wealth Planning
Minnesota
$20K 413 +413 New
BAM
304
Bellevue Asset Management
Washington
$19K 383
ATC
305
Adirondack Trust Company
New York
$18K 385
HS
306
Horan Securities
United States
$17K 365
HPC
307
HM Payson & Co
Maine
$17K 361 +3 +0.8%
BlackRock
308
BlackRock
New York
$16K 342
CAL
309
Capital Analysts LLC
Pennsylvania
$16K 328 +191 +139%
HFS
310
Hantz Financial Services
Michigan
$13K 266 +45 +20%
TAM
311
Tucker Asset Management
Colorado
$12.4K 233 +233 New
KFI
312
Key Financial Inc
Pennsylvania
$12K 250
APW
313
Acima Private Wealth
Virginia
$11.5K 240
GRP
314
Global Retirement Partners
California
$11K 210 -26 -11%
S
315
SignatureFD
Georgia
$10K 209 -456 -69%
CAL
316
Capital Advisors Ltd
Ohio
$10K 215
UB
317
UMB Bank
Missouri
$10K 200
LWA
318
Lowe Wealth Advisors
Maryland
$9K 195
GT
319
Glenmede Trust
Pennsylvania
$9K 194
RF
320
Robbins Farley
New Hampshire
$9K 190
TF
321
TimeScale Financial
Massachusetts
$8K 177
MFT
322
Moisand Fitzgerald Tamayo
Florida
$8K 164 +164 New
GWANC
323
Guardian Wealth Advisors (North Carolina)
North Carolina
$7K 150
ACA
324
Aptus Capital Advisors
Alabama
$7K 150
CIAS
325
Capital Investment Advisory Services
North Carolina
$7K 151 +1 +0.7%