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Schwab Fundamental US Large Company Index ETF

531 hedge funds and large institutions have $12.4B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 145 reducing their positions, and 37 closing their positions.

Holders
531
Holders Change
+33
Holders Change %
+6.63%
% of All Funds
7.72%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.79%
New
78
Increased
207
Reduced
145
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JWCA
326
J.W. Cole Advisors
Florida
$358K 5,348 +1,920 +56%
MCM
327
Mengis Capital Management
Oregon
$358K 5,344 -191 -3%
Betterment LLC
328
Betterment LLC
New York
$354K 5,287 -2,451 -32%
FNBT
329
FineMark National Bank & Trust
Florida
$353K 5,274 +5,274 New
Members Trust
330
Members Trust
Florida
$352K 5,251
FFA
331
Farther Finance Advisors
California
$346K 5,185 +3,998 +337%
WFAG
332
Worth Financial Advisory Group
North Carolina
$346K 5,163 +1,613 +45%
PCIA
333
Prime Capital Investment Advisors
Kansas
$344K 5,131 -42 -0.8%
AP
334
Adero Partners
California
$342K 5,106 +5,106 New
KIG
335
Kowal Investment Group
Wisconsin
$341K 5,087 +387 +8%
ACA
336
Ackerman Capital Advisors
Texas
$336K 5,009
DAS
337
Dynamic Advisor Solutions
Arizona
$330K 4,925 +89 +2%
FG
338
Foster Group
Iowa
$329K 4,914 +4,914 New
MW
339
Maia Wealth
Colorado
$327K 4,749 +4,749 New
EAM
340
Empirical Asset Management
Massachusetts
$326K 4,874 -353 -7%
AI
341
Atria Investments
North Carolina
$326K 4,865 +4,865 New
MAS
342
Meeder Advisory Services
Ohio
$325K 4,851 +4,851 New
MWM
343
Modera Wealth Management
New Jersey
$317K 4,734 -895 -16%
IA
344
IFG Advisory
Georgia
$316K 4,723 +4,723 New
BB
345
Burford Brothers
Texas
$313K 4,677
AWM
346
Abound Wealth Management
Tennessee
$308K 4,604 -88 -2%
Qube Research & Technologies (QRT)
347
Qube Research & Technologies (QRT)
United Kingdom
$308K 4,602 +1,749 +61%
CA
348
CapWealth Advisors
Tennessee
$308K 4,597
PCMC
349
Paragon Capital Management (Colorado)
Colorado
$306K 4,575 -4,283 -48%
MBI
350
May Barnhard Investments
Maryland
$306K 4,569 +4,569 New