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Schwab Fundamental US Large Company Index ETF

411 hedge funds and large institutions have $9.26B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.55%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.64%
New
39
Increased
190
Reduced
114
Closed
35
Calls
$129K
Puts
$114K
Net Calls
+$15K
Net Calls Change
-$250K
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
301
Thrivent Financial for Lutherans
Minnesota
$228K
Bessemer Group
302
Bessemer Group
New Jersey
$228K
TF
303
Theory Financial
Colorado
$228K -$582K -31,173 -72%
IFA
304
Index Fund Advisors
California
$227K +$112 +6 +0%
BCMLT
305
Beacon Capital Management LLC (Tennessee)
Tennessee
$224K
FWI
306
Facet Wealth Inc
Maryland
$223K +$3.82K +210 +2%
WJWM
307
Williams Jones Wealth Management
New York
$223K +$223K +11,961 New
SWM
308
Sugarloaf Wealth Management
Georgia
$223K +$1.12K +60 +0.5%
DAS
309
Dynamic Advisor Solutions
Arizona
$217K
AA
310
Aufman Associates
Pennsylvania
$215K +$1.01K +54 +0.5%
MA
311
MCF Advisors
Kentucky
$209K +$39.4K +2,112 +23%
CAI
312
Capital Advisors Inc
Oklahoma
$205K -$16.6K -891 -7%
SAM
313
SignalPoint Asset Management
Missouri
$200K -$728 -39 -0.4%
WS
314
Wedbush Securities
California
$200K -$9.89K -531 -5%
LC
315
Lindbrook Capital
California
$192K
JPMorgan Chase & Co
316
JPMorgan Chase & Co
New York
$170K -$550K -29,469 -76%
FWP
317
FAS Wealth Partners
Kansas
$163K -$43.2K -2,316 -21%
SSB
318
Sandy Spring Bank
Maryland
$138K
GGI
319
Godsey & Gibb Inc
Virginia
$136K -$29.9K -1,605 -18%
NCM
320
Northwest Capital Management
Oregon
$135K
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$124K
Qube Research & Technologies (QRT)
322
Qube Research & Technologies (QRT)
United Kingdom
$121K +$30.6K +1,638 +34%
AF
323
Allworth Financial
California
$111K +$23.1K +1,239 +26%
PMFA
324
Plante Moran Financial Advisors
Michigan
$109K +$9.18K +492 +9%
FRA
325
Front Row Advisors
California
$108K