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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 %
FPF
426
First Pacific Financial
Washington
$111K 1,652 -204 -11%
Citigroup
427
Citigroup
New York
$108K 1,619 -7 -0.4%
VWM
428
Venturi Wealth Management
Texas
$103K 1,531 +1,531 New
ME
429
McIlrath & Eck
Washington
$102K 1,523 +806 +112%
CIAS
430
CBIZ Investment Advisory Services
Ohio
$97.8K 1,454 +1,454 New
CA
431
Clearstead Advisors
Ohio
$97.3K 1,453 +106 +8%
HNB
432
Huntington National Bank
Ohio
CA
433
Crewe Advisors
Utah
$95.1K 1,420
Comerica Bank
434
Comerica Bank
Texas
$93.1K 1,390 +590 +74%
FGAM
435
Financial Gravity Asset Management
Texas
$86.9K 70
AT
436
Arlington Trust
Alabama
$86.7K 1,295
SIC
437
SJS Investment Consulting
Ohio
$85.9K 1,283 +71 +6%
KWAG
438
Kiely Wealth Advisory Group
North Carolina
$81.1K 1,214
HIA
439
Harbor Investment Advisory
Maryland
$75K 1,120
CFS
440
CGC Financial Services
Oregon
$71.9K 1,073 -245 -19%
ADL
441
Asset Dedication LLC
California
$67.9K 1,013 -132 -12%
AP
442
Aspect Partners
Virginia
$67.1K 1,002
BFEC
443
Benjamin F. Edwards & Company
Missouri
$65K 969 -711 -42%
SFC
444
SYM Financial Corp
Indiana
$64.5K 963 +963 New
BlackRock
445
BlackRock
New York
$60.8K 907 -9 -1%
MFA
446
McClarren Financial Advisors
Pennsylvania
$58K 66 -812 -92%
JFA
447
JNBA Financial Advisors
Minnesota
$53.2K 794
TFGT
448
TS Financial Group (TSFG)
Illinois
$48K 713
IHWM
449
Iron Horse Wealth Management
Iowa
$47.5K 709 +709 New
TWP
450
Triad Wealth Partners
Kansas
$41.1K 613 +613 New