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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 %
SWA
551
Strategies Wealth Advisors
Michigan
-3,161 Closed
Fisher Asset Management
552
Fisher Asset Management
Washington
-3,116 Closed
BAM
553
BOS Asset Management
Illinois
-3,111 Closed
PSA
554
Plum Street Advisors
Louisiana
-2,802 Closed
NCM
555
Northwest Capital Management
Oregon
-2,405 Closed
UB
556
UMB Bank
Missouri
-1,466 Closed
BL
557
Balentine LLC
Georgia
-1,457 Closed
LTI
558
Laffer Tengler Investments
Tennessee
-1,182 Closed
CSWM
559
Cassady Schiller Wealth Management
Ohio
-607 Closed
VL
560
Vima LLC
Michigan
-450 Closed
PAM
561
Palisade Asset Management
Minnesota
-446 Closed
National Bank of Canada
562
National Bank of Canada
Quebec, Canada
-391 Closed
WIC
563
Woodmont Investment Counsel
Tennessee
-227 Closed
LWA
564
Lowe Wealth Advisors
Maryland
-195 Closed
BNP Paribas Financial Markets
565
BNP Paribas Financial Markets
France
-193 Closed
GWANC
566
Guardian Wealth Advisors (North Carolina)
North Carolina
-150 Closed
WPWM
567
Western Pacific Wealth Management
Illinois
-78 Closed
SWA
568
SOA Wealth Advisors
New York
-72 Closed
HFS
569
Hantz Financial Services
Michigan
-70 Closed
SVCP
570
Silicon Valley Capital Partners
California