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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 %
BAM
451
Bellevue Asset Management
Washington
$25.9K +$67 +3 +0.3%
VL
452
Vima LLC
Michigan
$24.7K +$24.7K +1,350 New
National Bank of Canada
453
National Bank of Canada
Quebec, Canada
$22.9K
IRC
454
Investors Research Corp
Georgia
$22.8K -$11.2K -498 -33%
RP
455
Rice Partnership
Hawaii
$20.8K +$20.8K +927 New
LFA
456
LGT Financial Advisors
Texas
$19.2K +$67 +3 +0.4%
FFO
457
Fortitude Family Office
Arizona
$19.1K -$4.18K -186 -18%
MRCM
458
M&R Capital Management
New Jersey
$18.6K -$472 -21 -2%
CIA
459
Cape Investment Advisory
Georgia
$17.7K -$38.8K -1,725 -69%
KFI
460
Key Financial Inc
Pennsylvania
$16.8K
AEPWM
461
Atlantic Edge Private Wealth Management
Florida
$15.6K
WIC
462
Woodmont Investment Counsel
Tennessee
$15.3K +$15.3K +681 New
BL
463
BFSG LLC
California
$14.8K +$14.8K +657 New
CAL
464
Capital Advisors Ltd
Ohio
$14K
PK
465
Pflug Koory
Nebraska
$13.5K
LWA
466
Lowe Wealth Advisors
Maryland
$13.1K
BNP Paribas Financial Markets
467
BNP Paribas Financial Markets
France
$13K +$13K +579 New
SL
468
Salomon & Ludwin
Virginia
$12.4K
GWSG
469
GPS Wealth Strategies Group
Colorado
$10.6K +$3.37K +150 +46%
AssetMark Inc
470
AssetMark Inc
California
$10.2K -$235K -10,464 -96%
WWM
471
Wagner Wealth Management
South Carolina
$10.2K +$1.21K +54 +13%
GWANC
472
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.1K -$7.01K -312 -41%
EW
473
Element Wealth
Mississippi
$8.69K
HWA
474
Heritage Wealth Advisors
Virginia
$8.42K
HPIA
475
Hamilton Point Investment Advisors
North Carolina
$7.82K