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Schwab Fundamental US Large Company Index ETF

386 hedge funds and large institutions have $8.66B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 106 reducing their positions, and 36 closing their positions.

Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.18%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.69%
New
41
Increased
175
Reduced
106
Closed
36
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
+$242K
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
301
Huntington National Bank
Ohio
$78.2K -$77.6K
CSPIA
302
Cary Street Partners Investment Advisory
Virginia
$75K
RDFA
303
Ritter Daniher Financial Advisory
Ohio
$72.8K +$72.8K +3,975 New
ADL
304
Asset Dedication LLC
California
$71K +$9.38K +510 +15%
SIC
305
SJS Investment Consulting
Ohio
$69.3K -$96.4K -5,268 -58%
BWL
306
Bogart Wealth LLC
Virginia
$68.5K -$77.5K -4,233 -53%
WWM
307
Wolff Wiese Magana
California
$67.8K
VCM
308
Vigilant Capital Management
Maine
$66K -$179K -9,717 -73%
HIA
309
Harbor Investment Advisory
Maryland
$61.5K
SSC
310
Syverson Strege & Co
Iowa
$52K -$220K -12,027 -81%
MFA
311
McClarren Financial Advisors
Pennsylvania
$47K +$219 +12 +0.5%
JFA
312
JNBA Financial Advisors
Minnesota
$46.6K
PCMC
313
Private Capital Management (Colorado)
Colorado
$45.6K +$45.6K +2,490 New
SSB
314
Sandy Spring Bank
Maryland
$45.3K
ME
315
McIlrath & Eck
Washington
$43.6K +$4.17K +228 +11%
BAM
316
Belpointe Asset Management
Nevada
$43.3K +$22.6K +1,233 +109%
SIS
317
Sound Income Strategies
Florida
$41.9K +$22.4K +1,224 +115%
MFA
318
Morling Financial Advisors
California
$41.1K +$41.1K +2,244 New
TWD
319
True Wealth Design
Ohio
$37.1K +$37.1K +2,025 New
PO
320
Private Ocean
California
$35.3K
GWSA
321
Global Wealth Strategies & Associates
Colorado
$33.1K +$1.48K +81 +5%
GT
322
Glenmede Trust
Pennsylvania
$32.3K +$21.7K +1,185 +204%
GRP
323
Global Retirement Partners
California
$30K +$18.6K +1,023 +162%
IRC
324
Investors Research Corp
Georgia
$30K +$1.87K +102 +7%
WFA
325
WestHill Financial Advisors
California
$28.1K