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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.

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 %
AAS
426
Ameritas Advisory Services
Nebraska
-$459K -24,870 Closed
DACG
427
Donor Advised Charitable Giving
California
-$434K -23,718 Closed
GAM
428
Garrison Asset Management
Arkansas
-$293K -15,987 Closed
Citadel Advisors
429
Citadel Advisors
Florida
-$255K -13,935 Closed
SWA
430
Strategies Wealth Advisors
Michigan
-$249K -13,614 Closed
Rockefeller Capital Management
431
Rockefeller Capital Management
New York
-$237K -12,984 Closed
AFG
432
Atomi Financial Group
New York
-$226K -12,339 Closed
KIG
433
Kowal Investment Group
Wisconsin
-$214K -11,676 Closed
BA
434
Bristlecone Advisors
Washington
-$136K -7,407 Closed
RDFA
435
Ritter Daniher Financial Advisory
Ohio
-$72.8K -3,975 Closed
SSC
436
Syverson Strege & Co
Iowa
-$52K -2,844 Closed
BAM
437
Belpointe Asset Management
Nevada
-$43.3K -2,364 Closed
MFA
438
Morling Financial Advisors
California
-$41.1K -2,244 Closed
MHR
439
Matthew Hamilton Rosenberg
-$24.5K -1,341 Closed
BTI
440
Blue Trust Inc
Georgia
-$18K -984 Closed
RF
441
Robbins Farley
New Hampshire
-$10.4K -570 Closed
BFPW
442
BOK Financial Private Wealth
Colorado
-$9.94K -543 Closed
TCWA
443
Ten Capital Wealth Advisors
Washington
-$7.14K -390 Closed
SIS
444
Strategic Investment Solutions
Illinois
-$5.88K -321 Closed
TIM
445
Tortoise Investment Management
New York
-$3.9K -213 Closed
CSWM
446
Cassady Schiller Wealth Management
Ohio
-$3.9K -213 Closed
BlackRock
447
BlackRock
New York
-$3.61K -198 Closed
CIA
448
Cascade Investment Advisors
Oregon
-$3.46K -189 Closed
TWA
449
TCI Wealth Advisors
Arizona
-$2.03K -111 Closed
EI
450
Ellevest Inc
New York
-$275 -15 Closed