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Schwab Fundamental US Large Company Index ETF

386 hedge funds and large institutions have $8.66B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 106 reducing their positions, and 36 closing their positions.

Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.18%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.69%
New
41
Increased
175
Reduced
106
Closed
36
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
+$242K
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
326
Choate Investment Advisors
Massachusetts
$26.9K
PB
327
Pinnacle Bancorp
Nebraska
$26.8K
RG
328
Retirement Group
California
$25K +$25K +1,350 New
MHR
329
Matthew Hamilton Rosenberg
$24.5K
WT
330
Washington Trust
Rhode Island
$23.1K
National Bank of Canada
331
National Bank of Canada
Quebec, Canada
$21.4K
ATC
332
Adirondack Trust Company
New York
$21.1K
BAM
333
Bellevue Asset Management
Washington
$21K
HS
334
Horan Securities
United States
$20.8K +$769 +42 +4%
CAL
335
Capital Analysts LLC
Pennsylvania
$19K +$58 +3 +0.3%
BTI
336
Blue Trust Inc
Georgia
$18K +$18K +984 New
NA
337
NewEdge Advisors
Louisiana
$17.8K -$29.2K -1,596 -62%
CA
338
Clearstead Advisors
Ohio
$17.6K -$29.5K -1,611 -63%
TRCT
339
Tower Research Capital (TRC)
New York
$17K -$563K -30,714 -97%
SVCP
340
Silicon Valley Capital Partners
California
$16.6K +$16.6K +903 New
IWP
341
IAG Wealth Partners
Wisconsin
$16.2K
S
342
SignatureFD
Georgia
$16.1K +$4.61K +252 +40%
NC
343
NewSquare Capital
Pennsylvania
$16K +$11K +600 +217%
Commonwealth Equity Services
344
Commonwealth Equity Services
Massachusetts
$14.2K +$2.5K +136,494 +21%
KFI
345
Key Financial Inc
Pennsylvania
$13.7K
HFS
346
Hantz Financial Services
Michigan
$12K -$760 -42 -6%
CAL
347
Capital Advisors Ltd
Ohio
$12K
HGERS
348
Householder Group Estate & Retirement Specialist
Arizona
$12K +$12K +654 New
CIA
349
Cape Investment Advisory
Georgia
$11.3K +$11.3K +615 New
UB
350
UMB Bank
Missouri
$11K