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Schwab Fundamental US Large Company Index ETF

357 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 70 closing their positions.

Holders
357
Holders Change
-39
Holders Change %
-9.85%
% of All Funds
6.04%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.64%
New
35
Increased
143
Reduced
115
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LRIA
26
Leonard Rickey Investment Advisors
Washington
$19.1M 374,325 +65,151 +21%
PS
27
Planned Solutions
California
$18.4M 361,814 +10,438 +3%
LPL Financial
28
LPL Financial
California
$16.1M 315,877 -291,009 -48%
KCPG
29
Kavar Capital Partners Group
Kansas
$15.9M 312,175 +102,137 +49%
CW
30
Connectus Wealth
Ohio
$15.5M 305,038 +305,038 New
RCA
31
Resonant Capital Advisors
Wisconsin
$15.3M 300,111 +4,547 +2%
CWM
32
Cabot Wealth Management
Massachusetts
$13.6M 266,207 +8,120 +3%
PC
33
Prairiewood Capital
North Dakota
$13.4M 263,344 +3,877 +1%
FSG
34
Financial Strategies Group
Michigan
$13.2M 259,390 -5,120 -2%
BCWM
35
Bartlett & Co Wealth Management
Ohio
$12.6M 247,882 +2,715 +1%
RC
36
RegentAtlantic Capital
New Jersey
$12.6M 247,869 -2,010 -0.8%
BC
37
Bartlett & Co
Ohio
$12.6M 247,882 +2,715 +1%
MWP
38
Moller Wealth Partners
$12.3M 241,347 +16,071 +7%
FCM
39
Firestone Capital Management
Florida
$12.3M 240,747 +1,735 +0.7%
NCM
40
Northland Capital Management
Minnesota
$11.8M 232,770 +19,154 +9%
KAS
41
Kestra Advisory Services
Texas
$11.3M 221,548 -188,217 -46%
BIA
42
Bell Investment Advisors
California
$11.1M 218,911 +218,911 New
BWA
43
Burt Wealth Advisors
Maryland
$10.7M 210,232 -1,173 -0.6%
AIA
44
Arcadia Investment Advisors
Idaho
$9.9M 194,510 +2,278 +1%
CCA
45
Cobblestone Capital Advisors
New York
$9.83M 193,130 -11,648 -6%
OWM
46
Opes Wealth Management
California
$9.27M 182,033 -8,125 -4%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$9.13M 179,335 -89 -0%
WPIC
48
White Pine Investment Company
Michigan
$9.1M 178,759 -7,159 -4%
HighTower Advisors
49
HighTower Advisors
Illinois
$8.72M 171,368 -6,373 -4%
DWM
50
Darwin Wealth Management
Florida
$8.69M 161,104 +73,538 +84%