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Schwab Fundamental US Large Company Index ETF

498 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+22
Holders Change %
+4.62%
% of All Funds
7.22%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.77%
New
62
Increased
229
Reduced
136
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
326
Empirical Asset Management
Massachusetts
$352K +$32.3K +1,440 +10%
PCIA
327
Prime Capital Investment Advisors
Kansas
$349K -$27.4K -1,221 -7%
FLPIM
328
F.L. Putnam Investment Management
Massachusetts
$340K -$54.4K -2,421 -14%
ACA
329
Ackerman Capital Advisors
Texas
$338K
MG
330
Mather Group
Illinois
$329K +$2.66K +129 +0.8%
MWM
331
Mission Wealth Management
California
$326K +$326K +14,532 New
DAS
332
Dynamic Advisor Solutions
Arizona
$326K +$270 +12 +0.1%
DBIA
333
Dumont & Blake Investment Advisors
New Jersey
$325K +$325K +14,490 New
AA
334
Aufman Associates
Pennsylvania
$323K +$63.5K +2,826 +24%
CA
335
CoreCap Advisors
Michigan
$322K +$322K +14,355 New
KIG
336
Kowal Investment Group
Wisconsin
$317K +$876 +39 +0.3%
AWM
337
Abound Wealth Management
Tennessee
$316K +$404 +18 +0.1%
BB
338
Burford Brothers
Texas
$315K +$1.35K +60 +0.4%
CA
339
CapWealth Advisors
Tennessee
$310K
HKIMG
340
Hutchens & Kramer Investment Management Group
Indiana
$306K +$25.2K +1,125 +9%
S
341
SimplyRich
California
$305K
FWI
342
Facet Wealth Inc
Maryland
$303K +$46.2K +2,109 +18%
TC
343
TownSquare Capital
Utah
$301K +$58.6K +2,607 +24%
LFG
344
Larson Financial Group
Missouri
$301K -$551K -24,528 -65%
MSA
345
Marino Stram & Associates
Massachusetts
$300K +$607 +27 +0.2%
NCM
346
Next Capital Management
New York
$297K +$65.8K +2,928 +28%
TYCC
347
Texas Yale Capital Corp
Florida
$297K
LGWM
348
Litman Gregory Wealth Management
California
$291K
CWM
349
Connecticut Wealth Management
Connecticut
$277K +$741 +33 +0.3%
Thrivent Financial for Lutherans
350
Thrivent Financial for Lutherans
Minnesota
$275K