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Schwab Fundamental US Large Company Index ETF

396 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
6.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
70
Increased
179
Reduced
83
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPLA
326
Joseph P. Lucia & Associates
New York
$42K +$42K +2,175 New
AF
327
Allworth Financial
California
$37K +$1.12K +57 +3%
JPMorgan Chase & Co
328
JPMorgan Chase & Co
New York
$34K -$11.1K -561 -25%
CTC
329
Central Trust Company
Missouri
$33K
PFA
330
Professional Financial Advisors
Nebraska
$32K +$32K +1,626 New
WFA
331
WestHill Financial Advisors
California
$31K
CIA
332
Choate Investment Advisors
Massachusetts
$29K
IRC
333
Investors Research Corp
Georgia
$28K
RP
334
Rice Partnership
Hawaii
$27K
MHR
335
Matthew Hamilton Rosenberg
$26K
MA
336
MUFG Americas
New York
$25K
IWP
337
IAG Wealth Partners
Wisconsin
$25K +$25K +1,272 New
CFGS
338
Concourse Financial Group Securities
Alabama
$24K -$60.1K -3,066 -71%
WT
339
Washington Trust
Rhode Island
$24K +$16K +822 +201%
HWMA
340
Heritage Wealth Management (Arizona)
Arizona
$24K +$24K +1,215 New
BAM
341
Bellevue Asset Management
Washington
$23K -$87.7K -4,383 -79%
National Bank of Canada
342
National Bank of Canada
Quebec, Canada
$23K
ATC
343
Adirondack Trust Company
New York
$23K
SLWA
344
San Luis Wealth Advisors
California
$23K +$23K +1,176 New
PFGIA
345
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$23K +1,176 New
BlackRock
346
BlackRock
New York
$21K -$1.03K -54 -5%
HS
347
Horan Securities
United States
$21K
HPC
348
HM Payson & Co
Maine
$21K +$59 +3 +0.3%
BFEC
349
Benjamin F. Edwards & Company
Missouri
$20K +$20K +1,005 New
S
350
SignatureFD
Georgia
$19K -$19.9K -1,041 -51%