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Schwab Fundamental US Large Company Index ETF

396 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
6.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
70
Increased
179
Reduced
83
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
351
Sandy Spring Bank
Maryland
$19K +$4.63K +234 +32%
RIM
352
Rockbridge Investment Management
New York
$18.9K
UB
353
UMB Bank
Missouri
$17K -$68.2K -3,477 -80%
KFI
354
Key Financial Inc
Pennsylvania
$15K -$12.1K -606 -45%
APW
355
Acima Private Wealth
Virginia
$14K
FCG
356
Financial Connections Group
California
$11K -$3.65K -189 -25%
RF
357
Robbins Farley
New Hampshire
$11K
GT
358
Glenmede Trust
Pennsylvania
$11K
FAG
359
Fortitude Advisory Group
Washington
$11K +$7.3K +384 +197%
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$11K +$11K +546 New
LWA
361
Lowe Wealth Advisors
Maryland
$11K +$11K +585 New
GRP
362
Global Retirement Partners
California
$11K +$11K +630 New
AAP
363
Arax Advisory Partners
Colorado
$10K
TF
364
TimeScale Financial
Massachusetts
$10K
ACA
365
Aptus Capital Advisors
Alabama
$9K
CIAS
366
Capital Investment Advisory Services
North Carolina
$9K +$60 +3 +0.7%
HA
367
Herold Advisors
New York
$8.95K +$8.95K +459 New
CA
368
Clearstead Advisors
Ohio
$8K
TCWA
369
Ten Capital Wealth Advisors
Washington
$8K +$8K +390 New
CAL
370
Capital Analysts LLC
Pennsylvania
$8K +$8K +411 New
AssetMark Inc
371
AssetMark Inc
California
$8K +$8K +411 New
Citigroup
372
Citigroup
New York
$7K +$667 +36 +11%
BWL
373
Bogart Wealth LLC
Virginia
$6K -$6.35K -327 -51%
First Manhattan
374
First Manhattan
New York
$6K +$3.14K +165 +110%
HF
375
Halpern Financial
Virginia
$5.91K