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Schwab Fundamental US Large Company Index ETF

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
301
Curtis Advisory Group
California
$584K -$12.3K -516 -2%
Envestnet Portfolio Solutions
302
Envestnet Portfolio Solutions
Illinois
$573K +$15.9K +663 +3%
JLBC
303
J.L. Bainbridge & Co
Florida
$568K +$568K +23,748 New
WWM
304
Western Wealth Management
Colorado
$567K +$313K +13,068 +123%
SIM
305
Studio Investment Management
Illinois
$562K -$18.2K -759 -3%
William Blair & Company
306
William Blair & Company
Illinois
$543K -$2.94K -123 -0.5%
WCA
307
Westover Capital Advisors
Delaware
$540K +$264K +11,034 +96%
RIA
308
Regal Investment Advisors
Michigan
$531K
WP
309
WealthPLAN Partners
Nebraska
$528K +$29.7K +1,242 +6%
VCM
310
Vivaldi Capital Management
Illinois
$527K -$36.7K -1,533 -7%
JWCA
311
J.W. Cole Advisors
Florida
$527K +$143K +5,973 +37%
CFD
312
Creative Financial Designs
Indiana
$524K +$4.67K +195 +0.9%
CW
313
CreativeOne Wealth
Kansas
$522K -$4.59K -192 -0.9%
HR
314
Howe & Rusling
New York
$514K +$33.6K +1,404 +7%
LWA
315
Lantern Wealth Advisors
New York
$514K +$46.9K +1,962 +10%
QCM
316
QRG Capital Management
Illinois
$512K +$27.9K +1,167 +6%
CWC
317
Carolinas Wealth Consulting
North Carolina
$511K
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$510K +$510K +21,321 New
SIMG
319
Sonora Investment Management Group
Arizona
$506K -$11.6K -483 -2%
WA
320
WESPAC Advisors
California
$504K +$933 +39 +0.2%
US Bancorp
321
US Bancorp
Minnesota
$496K +$186K +7,791 +60%
MBI
322
May Barnhard Investments
Maryland
$495K +$167K +6,969 +51%
FCA
323
FinTrust Capital Advisors
South Carolina
$484K +$4.74K +198 +1%
DWM
324
Darwin Wealth Management
Florida
$483K +$483K +20,181 New
BCM
325
Brookstone Capital Management
Illinois
$468K +$7.75K +324 +2%