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Schwab Fundamental US Large Company Index ETF

388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.26%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LWP
326
Laurel Wealth Planning
Minnesota
$22.1K 413
HBW
327
Hazlett, Burt & Watson
West Virginia
$22K 419 +299 +249%
National Bank of Canada
328
National Bank of Canada
Quebec, Canada
$21K 391
ATC
329
Adirondack Trust Company
New York
$20.6K 385
BAM
330
Bellevue Asset Management
Washington
$20.3K 383
BAM
331
Belpointe Asset Management
Nevada
$20.1K 377 +377 New
HS
332
Horan Securities
United States
$19.5K 365
HPC
333
HM Payson & Co
Maine
$19.4K 362 +1 +0.3%
SIS
334
Sound Income Strategies
Florida
$19K 355 +355 New
CAL
335
Capital Analysts LLC
Pennsylvania
$17K 329 +1 +0.3%
BlackRock
336
BlackRock
New York
$16.9K 316 -26 -8%
IWP
337
IAG Wealth Partners
Wisconsin
$15.8K 295 -129 -30%
FMP
338
Financial Management Professionals
Texas
$15K 280 +219 +359%
PFC
339
Phocas Financial Corp
California
$13.9K 261 +261 New
HFS
340
Hantz Financial Services
Michigan
$13K 235 -31 -12%
BCMLT
341
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.7K 238 +238 New
KFI
342
Key Financial Inc
Pennsylvania
$11.9K 250
GRP
343
Global Retirement Partners
California
$11.2K 210
S
344
SignatureFD
Georgia
$11.2K 209
UB
345
UMB Bank
Missouri
$11K 200
CAL
346
Capital Advisors Ltd
Ohio
$11K 215
GIA
347
GHP Investment Advisors
Colorado
$10.7K 200 +154 +335%
LWA
348
Lowe Wealth Advisors
Maryland
$10.4K 195
GT
349
Glenmede Trust
Pennsylvania
$10.4K 194
RF
350
Robbins Farley
New Hampshire
$10.2K 190