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Schwab Fundamental US Large Company Index ETF

531 hedge funds and large institutions have $12.4B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 145 reducing their positions, and 37 closing their positions.

Holders
531
Holders Change
+33
Holders Change %
+6.63%
% of All Funds
7.72%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.79%
New
78
Increased
207
Reduced
145
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
QCM
301
QRG Capital Management
Illinois
$452K 6,746 -241 -3%
CA
302
Continuum Advisory
Idaho
$450K 6,712 -648 -9%
HR
303
Howe & Rusling
New York
$449K 6,700 -1,331 -17%
BCM
304
Brookstone Capital Management
Illinois
$447K 6,417 +216 +3%
FCA
305
FinTrust Capital Advisors
South Carolina
$447K 6,674 +33 +0.5%
HIP
306
HUB Investment Partners
Texas
$444K 6,623 +250 +4%
LWA
307
Lantern Wealth Advisors
New York
$436K 6,513 +45 +0.7%
WG
308
Welch Group
Alabama
$436K 6,512
NCM
309
Noesis Capital Mangement
Florida
$434K 6,480 +6,480 New
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
$434K 6,473 -98 -1%
AFP
311
Ausdal Financial Partners
Iowa
$434K 6,478 +6,478 New
BFP
312
Beacon Financial Planning
Massachusetts
$429K 6,399 +6,399 New
LI
313
Lafayette Investments
Maryland
$421K 6,290 +468 +8%
EFG
314
Embree Financial Group
Illinois
$419K 6,250 -1,241 -17%
Koshinski Asset Management
315
Koshinski Asset Management
Illinois
$404K 5,998 -2,236 -27%
Northern Trust
316
Northern Trust
Illinois
$402K 6,001 -9,895 -62%
TFA
317
Tobias Financial Advisors
Florida
$400K 5,970
NDSI
318
Newman Dignan & Sheerar Inc
Rhode Island
$389K 5,810 -300 -5%
BPA
319
Beacon Pointe Advisors
California
$386K 5,762 -464 -7%
MG
320
Mather Group
Illinois
$382K 5,666 +355 +7%
PP
321
Patten & Patten
Tennessee
$375K 5,606
JFG
322
JMG Financial Group
Illinois
$373K 5,572
MFC
323
Morris Financial Concepts
South Carolina
$368K 5,494 -144 -3%
RJT
324
Raymond James Trust
Florida
$366K 5,469
Jones Financial Companies
325
Jones Financial Companies
Missouri
$358K 5,351 +4,729 +760%