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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 %
CIA
476
Cape Investment Advisory
Georgia
$17.6K 263
KFI
477
Key Financial Inc
Pennsylvania
$16.7K 250
BAM
478
Bellevue Asset Management
Washington
$16.3K 242 -142 -37%
AEPWM
479
Atlantic Edge Private Wealth Management
Florida
$15.6K 233 +1 +0.4%
CAL
480
Capital Advisors Ltd
Ohio
$14K 215
SIS
481
Sound Income Strategies
Florida
$13.1K 196 -455 -70%
SL
482
Salomon & Ludwin
Virginia
$12.3K 184
RP
483
Rice Partnership
Hawaii
$11.3K 169 -140 -45%
WWM
484
Wagner Wealth Management
South Carolina
$11.3K 169 +17 +11%
PB
485
Pinnacle Bancorp
Nebraska
$11.1K 166 +166 New
BL
486
BFSG LLC
California
$11K 164 -55 -25%
BCMLT
487
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.9K 163 +163 New
GWSG
488
GPS Wealth Strategies Group
Colorado
$10.6K 158
NMG
489
New Millennium Group
Utah
$10.6K 158 +158 New
AIC
490
Archer Investment Corporation
Indiana
$10.4K 155 -381 -71%
WT
491
Washington Trust
Rhode Island
$9.11K 136 -285 -68%
EW
492
Element Wealth
Mississippi
$8.64K 129
PPA
493
Painted Porch Advisors
California
$8.51K 127 +127 New
HWA
494
Heritage Wealth Advisors
Virginia
$8.37K 125
CTC
495
Central Trust Company
Missouri
$7.84K 117 +117 New
HPIA
496
Hamilton Point Investment Advisors
North Carolina
$7.81K 116
DF
497
Dunhill Financial
United Kingdom
$7.1K 106
LFA
498
LGT Financial Advisors
Texas
$7.07K 106 -179 -63%
WAG
499
Wiser Advisor Group
Arizona
$6.97K 104
EWA
500
EverSource Wealth Advisors
Alabama
$6.95K 100 +100 New