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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 %
EFG
426
Elios Financial Group
Ohio
$226K +$226K +9,435 New
AG
427
Advocate Group
Minnesota
$225K -$12.1K -507 -5%
ST
428
Sabal Trust
Florida
$222K
TLFA
429
True Link Financial Advisors
California
$221K +$221K +9,252 New
EGA
430
E&G Advisors
Texas
$218K
CFP
431
Catalyst Financial Partners
Massachusetts
$215K
AL
432
Aspiriant LLC
California
$215K +$215K +8,982 New
DAS
433
Diversify Advisory Services
Utah
$214K +$214K +26,700 New
CCM
434
Condor Capital Management
New Jersey
$213K +$213K +8,883 New
GJIA
435
Glass Jacobson Investment Advisors
Maryland
$212K +$69.8K +2,919 +49%
GC
436
Grimes & Company
Massachusetts
$212K -$36.3K -1,518 -15%
CAG
437
Csenge Advisory Group
Florida
$211K +$211K +26,253 New
DWM
438
Destination Wealth Management
California
$209K +$209K +8,757 New
FFS
439
Founders Financial Securities
Maryland
$207K -$37.2K -1,557 -15%
Millennium Management
440
Millennium Management
New York
$207K +$207K +8,664 New
SWA
441
Strategies Wealth Advisors
Michigan
$206K +$206K +8,598 New
DBIA
442
Dumont & Blake Investment Advisors
New Jersey
$203K -$344K -14,361 -63%
PCWA
443
Pacific Capital Wealth Advisors
California
$202K +$72 +3 +0%
PSA
444
Plum Street Advisors
Louisiana
$201K +$201K +8,406 New
JIC
445
Joel Isaacson & Co
New York
$201K +$201K +8,394 New
BAM
446
BOS Asset Management
Illinois
$200K +$200K +8,382 New
SC
447
SouthState Corp
Florida
$199K -$39.5K -1,653 -17%
FFA
448
Farther Finance Advisors
California
$187K -$185K -7,746 -50%
PMFA
449
Plante Moran Financial Advisors
Michigan
$184K
RIL
450
Rothschild Investment LLC
Illinois
$181K