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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 %
WWM
376
Wagner Wealth Management
South Carolina
$2.64K +$1.26K +69 +92%
GIA
377
GHP Investment Advisors
Colorado
$2.53K -$8.46K -462 -77%
ACA
378
Atlas Capital Advisors
Wyoming
$2.09K
TWA
379
TCI Wealth Advisors
Arizona
$2.03K
RCM
380
Raleigh Capital Management
North Carolina
$1.85K +$54 +3 +3%
GEA
381
Glen Eagle Advisors
New Jersey
$1.69K +$818 +45 +94%
GWM
382
Geneos Wealth Management
Colorado
$1.48K
TFA
383
Transamerica Financial Advisors
Florida
$1K
FCAG
384
First Capital Advisors Group
New Jersey
$865
HPC
385
HM Payson & Co
Maine
$743 -$18.5K -1,044 -96%
CFFP
386
Center for Financial Planning
Michigan
$385
EI
387
Ellevest Inc
New York
$275 -$88.9K -4,851 -100%
BFA
388
BMS Financial Advisors
South Dakota
-$5.39M -276,129 Closed
JWM
389
Jackson Wealth Management
Florida
-$4.66M -261,498 Closed
BMM
390
Berkshire Money Management
Massachusetts
-$628K -35,280 Closed
EW
391
Evoke Wealth
California
-$493K -27,654 Closed
LCM
392
Liberty Capital Management
Michigan
-$455K -25,548 Closed
Renaissance Technologies
393
Renaissance Technologies
New York
-$395K -22,200 Closed
WIM
394
WealthPlan Investment Management
Nebraska
-$306K -16,050 Closed
SWP
395
Strategic Wealth Partners
Ohio
-$285K -15,975 Closed
AC
396
Anson Capital
Georgia
-$274K -15,387 Closed
DAS
397
Dynamic Advisor Solutions
Arizona
-$237K -13,323 Closed
MMA
398
Miracle Mile Advisors
California
-$227K -12,729 Closed
BHWM
399
Beaird Harris Wealth Management
Texas
-$225K -12,636 Closed
LGWM
400
Litman Gregory Wealth Management
California
-$209K -11,748 Closed