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Schwab Fundamental US Large Company Index ETF

412 hedge funds and large institutions have $9.31B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+26
Holders Change %
+6.74%
% of All Funds
6.5%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
67
Increased
172
Reduced
104
Closed
37
Calls
$265K
Puts
Net Calls
+$265K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
301
Brown Advisory
Maryland
$222K
AA
302
Aufman Associates
Pennsylvania
$220K -$11.7K -612 -5%
WS
303
Wedbush Securities
California
$216K +$216K +11,274 New
RFC
304
Regions Financial Corp
Alabama
$216K +$216K +11,253 New
FWP
305
FAS Wealth Partners
Kansas
$212K +$46K +2,397 +28%
EAM
306
Empirical Asset Management
Massachusetts
$209K +$209K +10,881 New
SAM
307
SignalPoint Asset Management
Missouri
$207K +$207K +10,779 New
SFS
308
Stiles Financial Services
Minnesota
$206K +$206K +10,740 New
SWM
309
SeaCrest Wealth Management
New York
$205K +$205K +10,665 New
FFA
310
First Foundation Advisors
California
$201K -$33K -1,722 -14%
SHFA
311
SC&H Financial Advisors
Maryland
$200K +$200K +10,446 New
CWM
312
Castle Wealth Management
Florida
$200K +$200K +10,425 New
LC
313
Lindbrook Capital
California
$198K
William Blair & Company
314
William Blair & Company
Illinois
$177K -$138K -7,179 -44%
MA
315
MCF Advisors
Kentucky
$174K
GGI
316
Godsey & Gibb Inc
Virginia
$171K +$68K +3,546 +66%
LFG
317
Larson Financial Group
Missouri
$170K
US Bancorp
318
US Bancorp
Minnesota
$151K -$140K -7,314 -48%
SSB
319
Sandy Spring Bank
Maryland
$142K +$94.5K +4,926 +199%
NCM
320
Northwest Capital Management
Oregon
$138K +$138K +7,215 New
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$127K +$806 +42 +0.6%
FRA
322
Front Row Advisors
California
$111K
ADL
323
Asset Dedication LLC
California
$110K +$36.2K +1,893 +49%
RG
324
Retirement Group
California
$109K +$83.5K +4,350 +322%
AC
325
AlphaCore Capital
California
$109K +$1.9K +99 +2%