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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 %
GIA
551
GHP Investment Advisors
Colorado
$3.3K
BTI
552
Blue Trust Inc
Georgia
$2.88K +$2.88K +129 New
ACA
553
Atlas Capital Advisors
Wyoming
$2.73K
GEA
554
Glen Eagle Advisors
New Jersey
$2.27K +$71 +3 +3%
RCM
555
Raleigh Capital Management
North Carolina
$2.25K
AW
556
Avion Wealth
Texas
$2K
JIP
557
Jaffetilchin Investment Partners
Florida
$1.6K +$1.6K +66 New
GSEP
558
Golden State Equity Partners
California
$1.44K +$1.44K +60 New
BF
559
BOK Financial
Oklahoma
$1.28K +$1.28K +54 New
SAM
560
Smartleaf Asset Management
Massachusetts
$1.14K
SIS
561
Strategic Investment Solutions
Illinois
$789
BNP Paribas Financial Markets
562
BNP Paribas Financial Markets
France
$359 +$359 +15 New
AI
563
Arvest Investments
Arkansas
$358 -$5.44K -228 -94%
BL
564
BFSG LLC
California
$288 -$11.5K -480 -98%
KA
565
Kozak & Associates
Colorado
$45 -$1.4K -186 -97%
CMP
566
Coston McIsaac & Partners
Maine
$12 +$12 +537 New
SFC
567
Strategic Financial Concepts
Texas
-$1.38K -286,572 Closed
Citadel Advisors
568
Citadel Advisors
Florida
-$1.15M -51,513 Closed
Susquehanna International Group
569
Susquehanna International Group
Pennsylvania
-$873K -39,093 Closed
Goldman Sachs
570
Goldman Sachs
New York
-$738K -33,036 Closed
PWM
571
Power Wealth Management
Georgia
-$712K -31,890 Closed
PWA
572
Pillar Wealth Advisors
Pennsylvania
-$639K -28,602 Closed
Janney Montgomery Scott
573
Janney Montgomery Scott
Pennsylvania
-$434K -19,419 Closed
FNBT
574
FineMark National Bank & Trust
Florida
-$353K -15,822 Closed
FG
575
Foster Group
Iowa
-$329K -14,742 Closed