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Schwab Fundamental US Large Company Index ETF

412 hedge funds and large institutions have $9.31B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+26
Holders Change %
+6.74%
% of All Funds
6.5%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
67
Increased
172
Reduced
104
Closed
37
Calls
$265K
Puts
Net Calls
+$265K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
ME
351
McIlrath & Eck
Washington
$41.3K -$4.38K -228 -10%
TWD
352
True Wealth Design
Ohio
$38.9K
GT
353
Glenmede Trust
Pennsylvania
$32.3K
IRC
354
Investors Research Corp
Georgia
$31.4K
WFA
355
WestHill Financial Advisors
California
$29.4K
CIA
356
Choate Investment Advisors
Massachusetts
$28.2K
PB
357
Pinnacle Bancorp
Nebraska
$28.1K
CAL
358
Capital Analysts LLC
Pennsylvania
$28K +$9.33K +495 +50%
WT
359
Washington Trust
Rhode Island
$24.2K
LFA
360
LGT Financial Advisors
Texas
$23.8K +$23.8K +1,239 New
ATC
361
Adirondack Trust Company
New York
$23K
National Bank of Canada
362
National Bank of Canada
Quebec, Canada
$22.6K
BAM
363
Bellevue Asset Management
Washington
$22K
HS
364
Horan Securities
United States
$21K -$806 -42 -4%
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.6K +$20.6K +1,074 New
NA
366
NewEdge Advisors
Louisiana
$18.7K
CA
367
Clearstead Advisors
Ohio
$18.5K
NC
368
NewSquare Capital
Pennsylvania
$18K +$1.15K +60 +7%
GWMIA
369
Global Wealth Management Investment Advisory
Florida
$17.4K +$17.4K +906 New
IWP
370
IAG Wealth Partners
Wisconsin
$17K
MRCM
371
M&R Capital Management
New Jersey
$16.1K +$16.1K +840 New
KFI
372
Key Financial Inc
Pennsylvania
$14.4K
HWA
373
HHM Wealth Advisors
Tennessee
$14K +$14K +729 New
HFS
374
Hantz Financial Services
Michigan
$13K
CAL
375
Capital Advisors Ltd
Ohio
$12K