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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 %
AAS
376
Avantax Advisory Services
Texas
$256K 3,826 +3,826 New
BRWA
377
B. Riley Wealth Advisors
Florida
$256K 3,806 -9,804 -72%
DFA
378
DHJJ Financial Advisors
Illinois
$255K 3,806
CL
379
Choreo LLC
Illinois
$255K 3,813 -224 -6%
AO
380
Advisor OS
Illinois
$254K 3,797 -267 -7%
CFG
381
Citizens Financial Group
Rhode Island
$252K 3,740 +3,740 New
SSW
382
Stone Summit Wealth
Florida
$252K 3,755
CP
383
Creekside Partners
California
$250K 3,734 +3,734 New
WCFA
384
Walkner Condon Financial Advisors
Wisconsin
$244K 3,643 -148 -4%
WJWM
385
Williams Jones Wealth Management
New York
$242K 3,617 +130 +4%
TLP
386
Trinity Legacy Partners
Texas
$242K 3,614 +3,614 New
WWM
387
Western Wealth Management
Colorado
$237K 3,542 -12 -0.3%
SHFA
388
SC&H Financial Advisors
Maryland
$237K 3,533
SWM
389
SeaCrest Wealth Management
New York
$236K 3,530
SAM
390
SignalPoint Asset Management
Missouri
$236K 3,526 +75 +2%
GC
391
Grimes & Company
Massachusetts
$232K 3,459 +3,459 New
BAWC
392
Boyce & Associates Wealth Consulting
Texas
$231K 3,454 -83 -2%
FFS
393
Founders Financial Securities
Maryland
$228K 3,410 +3,410 New
SC
394
Sinecera Capital
Texas
$228K 3,384
VPIM
395
Vanguard Personalized Indexing Management
California
$226K 3,376 -3,501 -51%
CWM
396
Castle Wealth Management
Florida
$223K 3,320 -155 -4%
HWP
397
Highline Wealth Partners
California
$223K 3,325 +2,334 +236%
SC
398
SouthState Corp
Florida
$222K 3,321 -76 -2%
AG
399
Advocate Group
Minnesota
$221K 3,304 +3,304 New
EWA
400
Elevate Wealth Advisory
Georgia
$221K 3,280