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Schwab Fundamental US Large Company Index ETF

388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.26%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GM
351
GeoWealth Management
Illinois
$9K 172 -6,773 -98%
EWM
352
Endurance Wealth Management
Rhode Island
$9K 172 +172 New
TF
353
TimeScale Financial
Massachusetts
$8.45K 177
CIAS
354
Capital Investment Advisory Services
North Carolina
$8.1K 151
ACA
355
Aptus Capital Advisors
Alabama
$8.02K 150
GWANC
356
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.02K 150
AssetMark Inc
357
AssetMark Inc
California
$7.64K 143 +143 New
TCWA
358
Ten Capital Wealth Advisors
Washington
$6.95K 130
BWM
359
BerganKDV Wealth Management
Minnesota
$6.31K 118 +118 New
Citigroup
360
Citigroup
New York
$6.2K 116 +8 +7%
HCM
361
Hollencrest Capital Management
California
$5.08K 95 +95 New
FCAS
362
First Command Advisory Services
Texas
$5K 311 +311 New
TCA
363
Trifecta Capital Advisors
Illinois
$4.97K 93 +93 New
AAP
364
Arax Advisory Partners
Colorado
$4.97K 93 +93 New
NC
365
NewSquare Capital
Pennsylvania
$4.92K 92 +92 New
DAM
366
Delta Asset Management
Tennessee
$4.81K 90 +90 New
CFGS
367
Concourse Financial Group Securities
Alabama
$4.76K 89 +89 New
GI
368
Gradient Investments
Minnesota
$4.33K 81 +81 New
PIMG
369
Patriot Investment Management Group
Tennessee
$3.86K 68 +68 New
SWA
370
SOA Wealth Advisors
New York
$3.85K 72
TIM
371
Tortoise Investment Management
New York
$3.79K 71
CSWM
372
Cassady Schiller Wealth Management
Ohio
$3.79K 71 +71 New
CWP
373
Concord Wealth Partners
Virginia
$3.64K 68 +68 New
WOSD
374
WFA of San Diego
California
$3.05K 57 +57 New
KA
375
Kozak & Associates
Colorado
$3K 63