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Schwab Fundamental US Large Company Index ETF

412 hedge funds and large institutions have $9.31B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+26
Holders Change %
+6.74%
% of All Funds
6.5%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
67
Increased
172
Reduced
104
Closed
37
Calls
$265K
Puts
Net Calls
+$265K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
401
GHP Investment Advisors
Colorado
$2.7K
ACA
402
Atlas Capital Advisors
Wyoming
$2.19K
RCM
403
Raleigh Capital Management
North Carolina
$1.94K
IPW
404
Impact Partnership Wealth
Georgia
$1.9K +$1.9K +99 New
GEA
405
Glen Eagle Advisors
New Jersey
$1.78K
GWM
406
Geneos Wealth Management
Colorado
$1.55K
TFA
407
Transamerica Financial Advisors
Florida
$1K
FCAG
408
First Capital Advisors Group
New Jersey
$911
GI
409
Gradient Investments
Minnesota
$864 +$864 +45 New
HPC
410
HM Payson & Co
Maine
$782
VAG
411
VisionPoint Advisory Group
Texas
$460 +$460 +24 New
CFFP
412
Center for Financial Planning
Michigan
$403
AssetMark Inc
413
AssetMark Inc
California
$173 -$4.84K -252 -97%
SVCP
414
Silicon Valley Capital Partners
California
$28 -$16.6K -903 Closed
PPW
415
Pasadena Private Wealth
California
-$18.8M -1,027,311 Closed
LWM
416
Liberty Wealth Management
California
-$6.09M -330,258 Closed
SA
417
Scarborough Advisors
Maryland
-$3.09M -168,525 Closed
GFP
418
Guardian Financial Partners
California
-$2.31M -126,231 Closed
BWM
419
BCS Wealth Management
Tennessee
-$1.26M -68,535 Closed
Goldman Sachs
420
Goldman Sachs
New York
-$833K -45,525 Closed
CW
421
Connectus Wealth
Ohio
-$714K -38,964 Closed
Lido Advisors
422
Lido Advisors
California
-$639K -34,914 Closed
WFAG
423
Wescott Financial Advisory Group
Pennsylvania
-$520K -28,395 Closed
WA
424
Wambolt & Associates
Colorado
-$521K -28,284 Closed
SCA
425
Snowden Capital Advisors
New York
-$501K -27,372 Closed