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Schwab Fundamental US Large Company Index ETF

412 hedge funds and large institutions have $9.31B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+26
Holders Change %
+6.74%
% of All Funds
6.5%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
67
Increased
172
Reduced
104
Closed
37
Calls
$265K
Puts
Net Calls
+$265K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
326
Qube Research & Technologies (QRT)
United Kingdom
$108K +$108K +4,821 New
PMFA
327
Plante Moran Financial Advisors
Michigan
$103K
SF
328
Safeguard Financial
Wisconsin
$102K +$102K +5,355 New
TFGT
329
TS Financial Group (TSFG)
Illinois
$98K +$288 +15 +0.3%
FPF
330
First Pacific Financial
Washington
$96.3K +$96.3K +5,022 New
BFEC
331
Benjamin F. Edwards & Company
Missouri
$94K +$94K +4,896 New
FFA
332
Farther Finance Advisors
California
$92.6K -$14.7K -768 -14%
AF
333
Allworth Financial
California
$90.6K +$3.4K +177 +4%
AWM
334
Abound Wealth Management
Tennessee
$89.4K +$346 +18 +0.4%
BAAM
335
Baker Avenue Asset Management
California
$89.2K +$89.2K +4,650 New
PCMC
336
Private Capital Management (Colorado)
Colorado
$85.2K +$37.4K +1,950 +78%
HNB
337
Huntington National Bank
Ohio
$81.9K -$78.2K
CSPIA
338
Cary Street Partners Investment Advisory
Virginia
$78.6K
WWM
339
Wolff Wiese Magana
California
$71.1K
VCM
340
Vigilant Capital Management
Maine
$69K
ACA
341
Aptus Capital Advisors
Alabama
$68.6K +$59.9K +3,123 +694%
SIC
342
SJS Investment Consulting
Ohio
$68.5K -$4.09K -213 -6%
HIA
343
Harbor Investment Advisory
Maryland
$64.5K
Citigroup
344
Citigroup
New York
$64.1K +$57.9K +3,018 +931%
PO
345
Private Ocean
California
$54.6K +$17.6K +918 +48%
GJIA
346
Glass Jacobson Investment Advisors
Maryland
$53.9K +$53.9K +2,808 New
BWL
347
Bogart Wealth LLC
Virginia
$52.6K -$19.2K -1,002 -27%
MFA
348
McClarren Financial Advisors
Pennsylvania
$49K +$453 +24 +0.9%
JFA
349
JNBA Financial Advisors
Minnesota
$48.9K
GWSA
350
Global Wealth Strategies & Associates
Colorado
$42.7K +$8K +417 +23%