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Schwab Fundamental US Large Company Index ETF

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WG
326
Welch Group
Alabama
$467K
LI
327
Lafayette Investments
Maryland
$466K +$14.5K +606 +3%
CA
328
CGN Advisors
Kansas
$464K +$464K +19,380 New
NDSI
329
Newman Dignan & Sheerar Inc
Rhode Island
$458K +$319K +39,870 +229%
FWI
330
Facet Wealth Inc
Maryland
$458K +$356K +45,078 +348%
WFAG
331
Worth Financial Advisory Group
North Carolina
$457K +$86.8K +3,630 +23%
NCM
332
Noesis Capital Mangement
Florida
$457K -$8.47K -354 -2%
MCM
333
Mengis Capital Management
Oregon
$454K +$71K +2,967 +19%
CL
334
Choreo LLC
Illinois
$452K +$179K +7,542 +66%
HIP
335
HUB Investment Partners
Texas
$447K -$28K -1,170 -6%
JFG
336
JMG Financial Group
Illinois
$446K +$46.6K +1,947 +12%
Empower Advisory Group
337
Empower Advisory Group
Colorado
$442K -$94.2K -3,939 -18%
CIA
338
Capital Investment Advisors
Georgia
$437K -$105K -4,398 -19%
EFG
339
Embree Financial Group
Illinois
$435K -$13.8K -576 -3%
OMC
340
Old Mission Capital
Illinois
$432K +$432K +18,057 New
Northern Trust
341
Northern Trust
Illinois
$431K
TC
342
TownSquare Capital
Utah
$429K +$142K +5,940 +49%
TFA
343
Tobias Financial Advisors
Florida
$428K
CA
344
Continuum Advisory
Idaho
$428K +$264K +32,256 +160%
MAS
345
Meeder Advisory Services
Ohio
$427K +$78.6K +3,285 +23%
EWM
346
Executive Wealth Management
Michigan
$422K +$422K +17,643 New
BPA
347
Beacon Pointe Advisors
California
$414K +$72 +3 +0%
BCG
348
Breakwater Capital Group
New Jersey
$413K +$413K +17,274 New
BSTWA
349
Blake Schutter Theil Wealth Advisors
Ohio
$412K +$412K +17,244 New
PP
350
Patten & Patten
Tennessee
$402K