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Schwab Fundamental US Large Company Index ETF

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SB
401
Simmons Bank
Arkansas
$265K +$265K +11,076 New
WCFA
402
Walkner Condon Financial Advisors
Wisconsin
$261K
WJWM
403
Williams Jones Wealth Management
New York
$260K
AF
404
Allworth Financial
California
$260K +$90.9K +3,801 +54%
BRWA
405
B. Riley Wealth Advisors
Florida
$259K -$13.4K -561 -5%
SHFA
406
SC&H Financial Advisors
Maryland
$256K +$2.3K +96 +0.9%
PCMK
407
Paragon Capital Management (Kansas)
Kansas
$254K +$254K +10,632 New
SAM
408
SignalPoint Asset Management
Missouri
$252K
AI
409
Atria Investments
North Carolina
$250K -$99.4K -4,155 -28%
BAWC
410
Boyce & Associates Wealth Consulting
Texas
$248K
SC
411
Sinecera Capital
Texas
$243K
VPIM
412
Vanguard Personalized Indexing Management
California
$242K
Qube Research & Technologies (QRT)
413
Qube Research & Technologies (QRT)
United Kingdom
$240K -$89.8K -3,756 -27%
CWM
414
Castle Wealth Management
Florida
$238K
FIA
415
Foundations Investment Advisors
Arizona
$237K +$237K +9,921 New
EWA
416
Elevate Wealth Advisory
Georgia
$235K
Neuberger Berman Group
417
Neuberger Berman Group
New York
$234K +$234K +9,783 New
PL
418
Parthenon LLC
Kentucky
$234K
CCG
419
Coastwise Capital Group
California
$233K +$1.58K +66 +0.7%
MCM
420
Mainstream Capital Management
California
$230K +$230K +9,612 New
MW
421
Maia Wealth
Colorado
$228K +$115K +14,379 +101%
Jane Street
422
Jane Street
New York
$227K -$710K -29,664 -76%
HNB
423
Huntington National Bank
Ohio
$227K -$95.3K
ST
424
Smithfield Trust
Pennsylvania
$227K
FWP
425
FAS Wealth Partners
Kansas
$227K -$502 -21 -0.2%