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Schwab Fundamental US Large Company Index ETF

476 hedge funds and large institutions have $10.9B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 125 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+65
Holders Change %
+15.82%
% of All Funds
6.98%
Holding in Top 10
50
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25%
% of All Funds
0.73%
New
101
Increased
191
Reduced
125
Closed
29
Calls
$353K
Puts
$130K
Net Calls
+$223K
Net Calls Change
+$208K
Name Holding Trade Value Shares
Change
Shares
Change %
CG
426
Cutler Group
California
$24K +$6K +300 +33%
BAM
427
Bellevue Asset Management
Washington
$23.7K
National Bank of Canada
428
National Bank of Canada
Quebec, Canada
$22.9K
FFO
429
Fortitude Family Office
Arizona
$21.4K +$21.4K +1,035 New
MSWM
430
McGlone Suttner Wealth Management
Wisconsin
$18.8K +$18.8K +909 New
GWMIA
431
Global Wealth Management Investment Advisory
Florida
$18.7K
IWP
432
IAG Wealth Partners
Wisconsin
$18.3K
LFA
433
LGT Financial Advisors
Texas
$17.6K +$62 +3 +0.4%
MRCM
434
M&R Capital Management
New Jersey
$17.5K +$62 +3 +0.4%
GWANC
435
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.7K +$6.44K +312 +69%
KFI
436
Key Financial Inc
Pennsylvania
$15.5K
AEPWM
437
Atlantic Edge Private Wealth Management
Florida
$14.4K +$14.4K +696 New
TF
438
Tompkins Financial
New York
$14.4K +$14.4K +696 New
TWD
439
True Wealth Design
Ohio
$14.3K
HFS
440
Hantz Financial Services
Michigan
$14K
CAL
441
Capital Advisors Ltd
Ohio
$13K
PK
442
Pflug Koory
Nebraska
$12.4K
SIS
443
Sound Income Strategies
Florida
$12.1K
LWA
444
Lowe Wealth Advisors
Maryland
$12.1K
SL
445
Salomon & Ludwin
Virginia
$10.3K
NMG
446
New Millennium Group
Utah
$9.79K +$9.79K +474 New
AIC
447
Archer Investment Corporation
Indiana
$9.6K
WWM
448
Wagner Wealth Management
South Carolina
$8.3K +$991 +48 +14%
LPP
449
Life Planning Partners
Florida
$8.3K +$8.3K +402 New
EW
450
Element Wealth
Mississippi
$7.99K