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Schwab Fundamental US Large Company Index ETF

388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.26%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSPIA
301
Cary Street Partners Investment Advisory
Virginia
$72.9K 1,365 +1,365 New
LFG
302
Larson Financial Group
Missouri
$70.3K 1,316
SBL
303
Sargent Bickham Lagudis
Colorado
$68.2K 1,277 +466 +57%
WWM
304
Wolff Wiese Magana
California
$66K 1,235
ADL
305
Asset Dedication LLC
California
$60K 1,117
HIA
306
Harbor Investment Advisory
Maryland
$59.9K 1,120
GJIA
307
Glass Jacobson Investment Advisors
Maryland
$49.8K 932 +932 New
CA
308
Clearstead Advisors
Ohio
$45.9K 858
JFA
309
JNBA Financial Advisors
Minnesota
$45.4K 849
MFA
310
McClarren Financial Advisors
Pennsylvania
$45K 853 +5 +0.6%
SSB
311
Sandy Spring Bank
Maryland
$44K 824 +824 New
LFA
312
LGT Financial Advisors
Texas
$42.5K 796 +796 New
ZIG
313
Zullo Investment Group
Pennsylvania
$39.6K 741
ME
314
McIlrath & Eck
Washington
$38.3K 717
PO
315
Private Ocean
California
$34.3K 642 +642 New
GWSA
316
Global Wealth Strategies & Associates
Colorado
$30.7K 575 +575 New
MCC
317
Money Concepts Capital
Florida
$29.9K 560 +560 New
HDIM
318
Hanson & Doremus Investment Management
Vermont
$29K 536 +536 New
NA
319
NewEdge Advisors
Louisiana
$28.1K 856 +856 New
IRC
320
Investors Research Corp
Georgia
$27.4K 512
WFA
321
WestHill Financial Advisors
California
$27.3K 511
CIA
322
Choate Investment Advisors
Massachusetts
$26.1K 489
PB
323
Pinnacle Bancorp
Nebraska
$26K 488 +5 +1%
MHR
324
Matthew Hamilton Rosenberg
$23.9K 447
WT
325
Washington Trust
Rhode Island
$22.5K 421