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Schwab Fundamental US Large Company Index ETF

386 hedge funds and large institutions have $8.66B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 106 reducing their positions, and 36 closing their positions.

Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.18%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.69%
New
41
Increased
175
Reduced
106
Closed
36
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
+$242K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
351
Avior Wealth Management
Nebraska
$11K +$11K +600 New
LWA
352
Lowe Wealth Advisors
Maryland
$10.7K
RF
353
Robbins Farley
New Hampshire
$10.4K
BFPW
354
BOK Financial Private Wealth
Colorado
$9.94K +$9.94K +543 New
TF
355
TimeScale Financial
Massachusetts
$9.72K
EWM
356
Endurance Wealth Management
Rhode Island
$9K
CIAS
357
Capital Investment Advisory Services
North Carolina
$8.36K +$55 +3 +0.7%
ACA
358
Aptus Capital Advisors
Alabama
$8.24K
GWANC
359
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.24K
TCWA
360
Ten Capital Wealth Advisors
Washington
$7.14K
Citigroup
361
Citigroup
New York
$5.93K -$439 -24 -7%
GWSG
362
GPS Wealth Strategies Group
Colorado
$5.93K +$5.93K +324 New
SIS
363
Strategic Investment Solutions
Illinois
$5.88K +$5.88K +321 New
HCM
364
Hollencrest Capital Management
California
$5.22K
NRC
365
New Republic Capital
North Carolina
$5.22K +$5.22K +285 New
DAM
366
Delta Asset Management
Tennessee
$4.94K
AssetMark Inc
367
AssetMark Inc
California
$4.78K -$3.08K -168 -39%
SWA
368
SOA Wealth Advisors
New York
$3.95K
TIM
369
Tortoise Investment Management
New York
$3.9K
CSWM
370
Cassady Schiller Wealth Management
Ohio
$3.9K
CWP
371
Concord Wealth Partners
Virginia
$3.76K
BlackRock
372
BlackRock
New York
$3.61K -$13.7K -750 -79%
KA
373
Kozak & Associates
Colorado
$3.46K
CIA
374
Cascade Investment Advisors
Oregon
$3.46K +$3.46K +189 New
FMP
375
Financial Management Professionals
Texas
$3K -$11.7K -669 -80%