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Schwab Fundamental US Large Company Index ETF

396 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
6.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
70
Increased
179
Reduced
83
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
376
Gradient Investments
Minnesota
$5K +$5K +249 New
LFG
377
Larson Financial Group
Missouri
$5K +$5K +267 New
GEA
378
Glen Eagle Advisors
New Jersey
$4.56K +$936 +48 +26%
RDFA
379
Ritter Daniher Financial Advisory
Ohio
$4K -$3.24K -153 -45%
ODG
380
O'Dell Group
Ohio
$4K
KA
381
Kozak & Associates
Colorado
$4K
CWP
382
Concord Wealth Partners
Virginia
$4K
TIM
383
Tortoise Investment Management
New York
$4K
GWSG
384
GPS Wealth Strategies Group
Colorado
$4K +$2.78K +150 +227%
SWA
385
SOA Wealth Advisors
New York
$4K +$4K +216 New
FMP
386
Financial Management Professionals
Texas
$3K
TFGT
387
TS Financial Group (TSFG)
Illinois
$3K
GIA
388
GHP Investment Advisors
Colorado
$3K +$3K +138 New
GTAM
389
Global Trust Asset Management
Florida
$3K +$3K +150 New
ACA
390
Atlas Capital Advisors
Wyoming
$2.22K
FWM
391
Focused Wealth Management
New York
$2K
TFP
392
Tilia Fiduciary Partners
North Carolina
$2K +$2K +84 New
RCM
393
Raleigh Capital Management
North Carolina
$2K +$2K +99 New
TWA
394
TCI Wealth Advisors
Arizona
$1K
NDSI
395
Newman Dignan & Sheerar Inc
Rhode Island
$436 +$6 +315 +1%
BCM
396
BlueCrest Capital Management
Jersey
-$3.41M -174,450 Closed
PA
397
PFG Advisors
Arizona
-$1.76M -90,054 Closed
Comerica Bank
398
Comerica Bank
Texas
-$451K -23,823 Closed
SW
399
SVB Wealth
Massachusetts
-$390K -19,956 Closed
Baird Financial Group
400
Baird Financial Group
Wisconsin
-$281K -14,379 Closed