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Schwab Fundamental US Large Company Index ETF

531 hedge funds and large institutions have $12.4B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 145 reducing their positions, and 37 closing their positions.

Holders
531
Holders Change
+33
Holders Change %
+6.63%
% of All Funds
7.72%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.79%
New
78
Increased
207
Reduced
145
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HKIMG
351
Hutchens & Kramer Investment Management Group
Indiana
$304K 4,551
S
352
SimplyRich
California
$302K 4,520
AA
353
Aufman Associates
Pennsylvania
$301K 4,500 -299 -6%
FWI
354
Facet Wealth Inc
Maryland
$299K 4,324 -285 -6%
MSA
355
Marino Stram & Associates
Massachusetts
$298K 4,447
GF
356
Goodman Financial
Texas
$295K 4,407 -953 -18%
TYCC
357
Texas Yale Capital Corp
Florida
$295K 4,400
RWIA
358
Roger Wittlin Investment Advisory
California
$295K 4,400 +4,400 New
ACM
359
Advisors Capital Management
New Jersey
$290K 4,329 +4,329 New
LGWM
360
Litman Gregory Wealth Management
California
$290K 4,324
US Bancorp
361
US Bancorp
Minnesota
$289K 4,318 +1,223 +40%
TW
362
Transform Wealth
Colorado
$283K 4,211 +4,211 New
SOS
363
Silver Oak Securities
Tennessee
$282K 4,215 +494 +13%
FLPIM
364
F.L. Putnam Investment Management
Massachusetts
$282K 4,208 -832 -17%
BWM
365
Birchcreek Wealth Management
Ohio
$282K 4,207 -8,485 -67%
RFC
366
Regions Financial Corp
Alabama
$282K 4,206 +4,206 New
CWM
367
Connecticut Wealth Management
Connecticut
$275K 4,108
Thrivent Financial for Lutherans
368
Thrivent Financial for Lutherans
Minnesota
$273K 4,081
IFA
369
Index Fund Advisors
California
$272K 4,063
SWM
370
Sugarloaf Wealth Management
Georgia
$269K 4,019
AC
371
Anson Capital
Georgia
$268K 4,008
TC
372
TownSquare Capital
Utah
$268K 4,005 -468 -10%
MIC
373
Meridian Investment Counsel
California
$266K 3,974
MA
374
MCF Advisors
Kentucky
$261K 3,903 +177 +5%
WCA
375
Westover Capital Advisors
Delaware
$258K 3,850 +143 +4%