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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 %
PL
401
Parthenon LLC
Kentucky
$218K 3,254 +3,254 New
CCG
402
Coastwise Capital Group
California
$216K 3,222
Financial Engines Advisors
403
Financial Engines Advisors
California
$215K 3,194 +3,194 New
ST
404
Smithfield Trust
Pennsylvania
$213K 3,180
FWP
405
FAS Wealth Partners
Kansas
$212K 3,164
ST
406
Sabal Trust
Florida
$208K 3,099 -5,687 -65%
ACI
407
Alpha Cubed Investments
California
$207K 3,094 -285 -8%
EGA
408
E&G Advisors
Texas
$204K 3,042 +3,042 New
CFP
409
Catalyst Financial Partners
Massachusetts
$201K 2,998 +2,998 New
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$194K 2,891
PCWA
411
Pacific Capital Wealth Advisors
California
$188K 2,812 +128 +5%
PMFA
412
Plante Moran Financial Advisors
Michigan
$172K 2,562 -110 -4%
RIL
413
Rothschild Investment LLC
Illinois
$169K 2,528
CSWG
414
Cardinal Strategic Wealth Guidance
Kentucky
$164K 2,451 +2,451 New
AF
415
Allworth Financial
California
$161K 2,350 -50 -2%
NP
416
NorthRock Partners
Minnesota
$160K 2,382 +2,323 +3,937%
CJ
417
Caitlin John
Michigan
$133K 1,987
GJIA
418
Glass Jacobson Investment Advisors
Maryland
$133K 1,984 +230 +13%
FRA
419
Front Row Advisors
California
$127K 1,889
SSB
420
Sandy Spring Bank
Maryland
$127K 1,893 +81 +4%
BIM
421
Breakwater Investment Management
Washington
$120K 1,796
GGI
422
Godsey & Gibb Inc
Virginia
$120K 1,791
LC
423
Lindbrook Capital
California
$119K 1,775
ACA
424
Aptus Capital Advisors
Alabama
$114K 1,696 +1,182 +230%
IAIM
425
International Assets Investment Management
Florida
$111K 1,663 +1,663 New