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Schwab Fundamental US Large Company Index ETF

498 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+22
Holders Change %
+4.62%
% of All Funds
7.22%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.77%
New
62
Increased
229
Reduced
136
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
401
Sandy Spring Bank
Maryland
$122K -$44.1K -1,962 -27%
KWA
402
Kingswood Wealth Advisors
California
$121K +$7.66K +3,408 +7%
BIM
403
Breakwater Investment Management
Washington
$121K +$121K +5,388 New
GGI
404
Godsey & Gibb Inc
Virginia
$121K -$3.5K -156 -3%
LC
405
Lindbrook Capital
California
$120K -$3.1K -138 -3%
GJIA
406
Glass Jacobson Investment Advisors
Maryland
$118K +$16.6K +738 +16%
BFEC
407
Benjamin F. Edwards & Company
Missouri
$113K +$47.8K +2,133 +73%
Citigroup
408
Citigroup
New York
$110K +$19.3K +861 +21%
HNB
409
Huntington National Bank
Ohio
$106K -$88.1K
UB
410
UMB Bank
Missouri
$98.8K +$98.8K +4,398 New
BL
411
Balentine LLC
Georgia
$98.2K +$98.2K +4,371 New
CA
412
Crewe Advisors
Utah
$95.7K
CA
413
Clearstead Advisors
Ohio
$89.6K -$200K -9,030 -69%
CFS
414
CGC Financial Services
Oregon
$88.8K -$4.98M -221,583 -98%
AT
415
Arlington Trust
Alabama
$87.3K
SIC
416
SJS Investment Consulting
Ohio
$81.7K +$1.48K +66 +2%
FFA
417
Farther Finance Advisors
California
$79.7K
LTI
418
Laffer Tengler Investments
Tennessee
$79.7K +$79.7K +3,546 New
KWAG
419
Kiely Wealth Advisory Group
North Carolina
$79.4K
ADL
420
Asset Dedication LLC
California
$77K -$40.1K -1,788 -34%
HIA
421
Harbor Investment Advisory
Maryland
$75.5K
PP
422
Pacifica Partners
Canada
$70.7K +$70.7K +3,201 New
GI
423
Gradient Investments
Minnesota
$70.1K +$70.1K +3,123 New
AP
424
Aspect Partners
Virginia
$67.5K
HWP
425
Highline Wealth Partners
California
$66.8K +$66.8K +2,973 New