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Schwab Fundamental US Large Company Index ETF

498 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+22
Holders Change %
+4.62%
% of All Funds
7.22%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.77%
New
62
Increased
229
Reduced
136
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
301
FinTrust Capital Advisors
South Carolina
$448K
IA
302
IFP Advisors
Florida
$446K +$122K +5,436 +38%
Janney Montgomery Scott
303
Janney Montgomery Scott
Pennsylvania
$443K +$33.1K +1,473 +8%
William Blair & Company
304
William Blair & Company
Illinois
$443K +$943 +42 +0.2%
WG
305
Welch Group
Alabama
$439K
LWA
306
Lantern Wealth Advisors
New York
$436K +$436K +19,404 New
HIP
307
HUB Investment Partners
Texas
$429K -$134K -5,985 -24%
D.E. Shaw & Co
308
D.E. Shaw & Co
New York
$423K +$423K +18,819 New
BPA
309
Beacon Pointe Advisors
California
$420K +$75.1K +3,345 +22%
BCM
310
Brookstone Capital Management
Illinois
$418K +$10.4K +462 +3%
NDSI
311
Newman Dignan & Sheerar Inc
Rhode Island
$412K -$35.1K -1,563 -8%
TFA
312
Tobias Financial Advisors
Florida
$402K +$24.1K +1,071 +6%
LI
313
Lafayette Investments
Maryland
$392K +$4.11K +183 +1%
CIC
314
Carnegie Investment Counsel
Ohio
$390K +$88.4K +3,936 +29%
PCA
315
Prosperity Capital Advisors
Ohio
$389K +$55.5K +2,469 +17%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$387K +$86.5K +3,846 +29%
MFC
317
Morris Financial Concepts
South Carolina
$380K -$25.3K -1,128 -6%
MWM
318
Modera Wealth Management
New Jersey
$379K +$53.6K +2,388 +16%
PP
319
Patten & Patten
Tennessee
$378K -$58.2K -2,589 -13%
JFG
320
JMG Financial Group
Illinois
$375K +$674 +30 +0.2%
MCM
321
Mengis Capital Management
Oregon
$373K +$43.8K +1,950 +13%
Stifel Financial
322
Stifel Financial
Missouri
$371K +$371K +16,527 New
RJT
323
Raymond James Trust
Florida
$369K
GF
324
Goodman Financial
Texas
$361K +$361K +16,080 New
Members Trust
325
Members Trust
Florida
$354K