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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 %
DF
476
Dunhill Financial
United Kingdom
$7.14K +$7.14K +318 New
WAG
477
Wiser Advisor Group
Arizona
$7.01K
HCM
478
Hollencrest Capital Management
California
$6.4K
DAM
479
Delta Asset Management
Tennessee
$6.07K
AI
480
Arvest Investments
Arkansas
$5.46K
WPWM
481
Western Pacific Wealth Management
Illinois
$5.26K +$5.26K +234 New
HFS
482
Hantz Financial Services
Michigan
$5K -$10.8K -453 -68%
SWA
483
SOA Wealth Advisors
New York
$4.85K
HGERS
484
Householder Group Estate & Retirement Specialist
Arizona
$4.85K
FGAM
485
Financial Gravity Asset Management
Texas
$4.72K +$4.72K +210 New
KA
486
Kozak & Associates
Colorado
$4.26K
MFT
487
Moisand Fitzgerald Tamayo
Florida
$4.25K -$4.18K -186 -50%
FMP
488
Financial Management Professionals
Texas
$4K
NP
489
NorthRock Partners
Minnesota
$3.98K
CFGS
490
Concourse Financial Group Securities
Alabama
$3.84K +$3.84K +171 New
CIAS
491
Capital Investment Advisory Services
North Carolina
$3.71K
GIA
492
GHP Investment Advisors
Colorado
$3.1K
AW
493
Avion Wealth
Texas
$3K
ACA
494
Atlas Capital Advisors
Wyoming
$2.56K
CT
495
Colonial Trust
South Carolina
$2.29K
AFWM
496
Abich Financial Wealth Management
Virginia
$2.22K
RCM
497
Raleigh Capital Management
North Carolina
$2.1K +$2.1K +93 New
SAM
498
Smartleaf Asset Management
Massachusetts
$1.07K
GEA
499
Glen Eagle Advisors
New Jersey
$1.06K -$991 -45 -48%
SVCP
500
Silicon Valley Capital Partners
California
$33 -$30