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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 %
AWM
451
Avior Wealth Management
Nebraska
$40.2K 600 -2,421 -80%
T
452
Tidemark
California
$39.6K 591
GWSA
453
Global Wealth Strategies & Associates
Colorado
$38.5K 575
PP
454
Pacifica Partners
Canada
$38.1K 567 -500 -47%
ACA
455
American Capital Advisory
Idaho
$36.2K 584 +9 +2%
GI
456
Gradient Investments
Minnesota
$33.6K 502 -539 -52%
SP
457
SWS Partners
Ohio
$32.6K 486 +486 New
ATPW
458
Ashton Thomas Private Wealth
Arizona
$30.9K 462 -10,401 -96%
DI
459
DAGCO Inc
Ohio
$29.9K 447
WP
460
WealthShield Partners
North Carolina
$29.7K 441
DWM
461
Dogwood Wealth Management
Kansas
$29.3K 438 +438 New
JFGIW
462
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.7K 412 -30 -7%
IWP
463
IAG Wealth Partners
Wisconsin
$26.4K 394
ATC
464
Adirondack Trust Company
New York
$25.8K 385
GWM
465
Geneos Wealth Management
Colorado
$24.4K 364 -27 -7%
AssetMark Inc
466
AssetMark Inc
California
$23.5K 351 +199 +131%
IRC
467
Investors Research Corp
Georgia
$22.7K 339
OP
468
ORG Partners
Indiana
$22.5K 337 +337 New
CAS
469
Coppell Advisory Solutions
Texas
$22.5K 336 +336 New
Russell Investments Group
470
Russell Investments Group
United Kingdom
$21.3K 318 +318 New
GLR
471
Great Lakes Retirement
Ohio
$20.6K 306 +306 New
FFO
472
Fortitude Family Office
Arizona
$19K 283
MRCM
473
M&R Capital Management
New Jersey
$18.5K 276
VAG
474
VisionPoint Advisory Group
Texas
$18.5K 276 +276 New
MBFW
475
Morton Brown Family Wealth
Pennsylvania
$18.3K 265 +265 New