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Schwab Fundamental US Large Company Index ETF

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
526
Heritage Wealth Advisors
Virginia
$8.97K
CTC
527
Central Trust Company
Missouri
$8.4K
HPIA
528
Hamilton Point Investment Advisors
North Carolina
$8.32K
TC
529
Truvestments Capital
Florida
$8.18K +$8.18K +342 New
LFA
530
LGT Financial Advisors
Texas
$7.64K +$71 +3 +0.9%
WAG
531
Wiser Advisor Group
Arizona
$7.53K +$72 +3 +1%
EFP
532
EnRich Financial Partners
Wisconsin
$7.32K
EWA
533
EverSource Wealth Advisors
Alabama
$7.18K
EA
534
Evolution Advisers
Virginia
$7K
HCP
535
Hexagon Capital Partners
Arkansas
$6.96K
HCM
536
Hollencrest Capital Management
California
$6.82K
DAM
537
Delta Asset Management
Tennessee
$6.46K
AA
538
Ancora Advisors
Ohio
$6.03K
FGC
539
Financial Gravity Companies
Texas
$5.02K +$5.02K +210 New
HGERS
540
Householder Group Estate & Retirement Specialist
Arizona
$5K
NIC
541
Northwest Investment Counselors
Oregon
$4.53K +$4.53K +189 New
FMII
542
Farmers & Merchants Investments Inc
Nebraska
$4.52K
MFT
543
Moisand Fitzgerald Tamayo
Florida
$4.52K
PA
544
PSI Advisors
Florida
$4.23K -$359 -15 -8%
WOSD
545
WFA of San Diego
California
$4.09K
FMP
546
Financial Management Professionals
Texas
$4K
CT
547
Colonial Trust
South Carolina
$3.88K
FFA
548
Founders Financial Alliance
North Carolina
$3.88K +$3.88K +162 New
FWM
549
FSA Wealth Management
Massachusetts
$3.52K +$3.52K +147 New
CAS
550
Coppell Advisory Solutions
Texas
$3.43K -$20.6K -864 -86%