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Schwab Fundamental US Large Company Index ETF

396 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.

Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
6.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
70
Increased
179
Reduced
83
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$24M +$7.11M +364,842 +42%
LNC
27
Lincoln National Corp
Pennsylvania
$22.2M -$5.27K -270 -0%
PS
28
Planned Solutions
California
$20.6M +$165K +8,457 +0.8%
CAN
29
Claraphi Advisory Network
United States
$19.9M +$19.9M +1,021,002 New
Creative Planning
30
Creative Planning
Kansas
$19.7M +$943K +48,360 +5%
QCG
31
Quadrant Capital Group
Ohio
$18.4M +$2.7M +138,324 +17%
LRIA
32
Leonard Rickey Investment Advisors
Washington
$18.1M +$1.08M +55,503 +6%
RCA
33
Resonant Capital Advisors
Wisconsin
$17.3M +$435K +22,269 +3%
FSG
34
Financial Strategies Group
Michigan
$15.5M +$15.5M +793,530 New
BFA
35
BMS Financial Advisors
South Dakota
$15.4M +$9.86M +505,818 +180%
PC
36
Prairiewood Capital
North Dakota
$15.2M +$3.41M +174,753 +29%
CWM
37
Cabot Wealth Management
Massachusetts
$15.1M +$890K +45,663 +6%
RC
38
RegentAtlantic Capital
New Jersey
$14.6M -$1.49M -76,623 -9%
BCWM
39
Bartlett & Co Wealth Management
Ohio
$14.3M -$647K -33,171 -4%
BC
40
Bartlett & Co
Ohio
$14.3M -$647K -33,171 -4%
FCM
41
Firestone Capital Management
Florida
$14M +$389K +19,935 +3%
APA
42
American Portfolios Advisors
New York
$13.7M +$8.63M +442,710 +172%
MWP
43
Moller Wealth Partners
$13.2M +$26.5K +1,359 +0.2%
NCM
44
Northland Capital Management
Minnesota
$12.5M -$647K -33,174 -5%
BWA
45
Burt Wealth Advisors
Maryland
$12.4M +$1.14M +58,281 +10%
KCPG
46
Kavar Capital Partners Group
Kansas
$12.3M +$3.82M +195,849 +45%
BRWA
47
B. Riley Wealth Advisors
Florida
$12.1M +$7.15M +366,423 +143%
CCA
48
Cobblestone Capital Advisors
New York
$12M -$373K -19,128 -3%
AIA
49
Arcadia Investment Advisors
Idaho
$11.2M -$676K -34,659 -6%
OWM
50
Opes Wealth Management
California
$11.1M -$602K -30,855 -5%