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Schwab Fundamental US Large Company Index ETF

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
351
Prosperity Wealth Management
California
$401K +$401K +16,749 New
MG
352
Mather Group
Illinois
$395K -$11.3K -471 -3%
RJT
353
Raymond James Trust
Florida
$392K
HF
354
HRT Financial
New York
$378K +$378K +15,828 New
Members Trust
355
Members Trust
Florida
$377K
MFC
356
Morris Financial Concepts
South Carolina
$373K -$21.5K -900 -5%
PCIA
357
Prime Capital Investment Advisors
Kansas
$371K +$2.73K +114 +0.7%
SOS
358
Silver Oak Securities
Tennessee
$367K +$66K +2,766 +22%
KIG
359
Kowal Investment Group
Wisconsin
$367K +$1.94K +81 +0.5%
Betterment LLC
360
Betterment LLC
New York
$366K -$13.2K -552 -3%
AP
361
Adero Partners
California
$363K -$3.23K -135 -0.9%
Comerica Bank
362
Comerica Bank
Texas
$359K +$259K +10,830 +260%
ACA
363
Ackerman Capital Advisors
Texas
$355K -$4.66K -195 -1%
EAM
364
Empirical Asset Management
Massachusetts
$349K -$502 -21 -0.1%
CNTOF
365
Canandaigua National Trust of Florida
New York
$347K +$347K +14,520 New
VAF
366
Values Added Financial
District of Columbia
$341K +$341K +14,241 New
BB
367
Burford Brothers
Texas
$339K +$3.01K +126 +0.9%
HKIMG
368
Hutchens & Kramer Investment Management Group
Indiana
$333K +$7.78K +327 +2%
AWM
369
Abound Wealth Management
Tennessee
$332K +$1.51K +63 +0.5%
CA
370
CapWealth Advisors
Tennessee
$330K
PCMC
371
Paragon Capital Management (Colorado)
Colorado
$328K
MWM
372
Modera Wealth Management
New Jersey
$324K -$16K -669 -5%
AO
373
Advisor OS
Illinois
$321K +$48.4K +2,025 +18%
MSA
374
Marino Stram & Associates
Massachusetts
$321K +$1.36K +57 +0.4%
GF
375
Goodman Financial
Texas
$318K +$1.58K +66 +0.5%