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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 %
BlackRock
426
BlackRock
New York
$61.7K +$674 +30 +1%
MFA
427
McClarren Financial Advisors
Pennsylvania
$60K +$273 +12 +0.5%
FWM
428
FSA Wealth Management
Massachusetts
$57.6K +$57.6K +2,562 New
Comerica Bank
429
Comerica Bank
Texas
$53.9K
JFA
430
JNBA Financial Advisors
Minnesota
$53.5K
ME
431
McIlrath & Eck
Washington
$48.3K
TFGT
432
TS Financial Group (TSFG)
Illinois
$48K -$3.03K -135 -6%
SIS
433
Sound Income Strategies
Florida
$43.9K +$30.7K +1,365 +232%
Jones Financial Companies
434
Jones Financial Companies
Missouri
$41.9K +$41.9K +1,866 New
CSWM
435
Cassady Schiller Wealth Management
Ohio
$40.9K +$40.9K +1,821 New
T
436
Tidemark
California
$39.9K +$135 +6 +0.3%
GWSA
437
Global Wealth Strategies & Associates
Colorado
$38.7K
AIC
438
Archer Investment Corporation
Indiana
$36.1K +$25.7K +1,143 +246%
ACA
439
Aptus Capital Advisors
Alabama
$34.6K -$18.7K -831 -35%
CAL
440
Capital Analysts LLC
Pennsylvania
$33K +$66 +3 +0.2%
ACA
441
American Capital Advisory
Idaho
$31.6K -$495 -27 -2%
DI
442
DAGCO Inc
Ohio
$30.1K +$30.1K +1,341 New
PAM
443
Palisade Asset Management
Minnesota
$30.1K +$30.1K +1,338 New
JFGIW
444
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.8K -$6.33K -282 -18%
WP
445
WealthShield Partners
North Carolina
$29.7K -$18.3K -816 -38%
WT
446
Washington Trust
Rhode Island
$28.4K
FCAS
447
First Command Advisory Services
Texas
$27.6K +$27.6K +1,227 New
IWP
448
IAG Wealth Partners
Wisconsin
$26.6K +$6.67K +297 +34%
GWM
449
Geneos Wealth Management
Colorado
$26.3K +$19.3K +861 +276%
ATC
450
Adirondack Trust Company
New York
$25.9K