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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 %
IA
576
IFG Advisory
Georgia
-$316K -14,169 Closed
S
577
SimplyRich
California
-$302K -13,560 Closed
TW
578
Transform Wealth
Colorado
-$283K -12,633 Closed
BWM
579
Birchcreek Wealth Management
Ohio
-$282K -12,621 Closed
CFG
580
Citizens Financial Group
Rhode Island
-$252K -11,220 Closed
TLP
581
Trinity Legacy Partners
Texas
-$242K -10,842 Closed
ACI
582
Alpha Cubed Investments
California
-$207K -9,282 Closed
CSWG
583
Cardinal Strategic Wealth Guidance
Kentucky
-$164K -7,353 Closed
IAIM
584
International Assets Investment Management
Florida
-$111K -4,989 Closed
TWP
585
Triad Wealth Partners
Kansas
-$41.1K -1,839 Closed
AWM
586
Avior Wealth Management
Nebraska
-$40.2K -1,800 Closed
PP
587
Pacifica Partners
Canada
-$38.1K -1,701 Closed
GI
588
Gradient Investments
Minnesota
-$33.6K -1,506 Closed
SP
589
SWS Partners
Ohio
-$32.6K -1,458 Closed
ATPW
590
Ashton Thomas Private Wealth
Arizona
-$30.9K -1,386 Closed
DWM
591
Dogwood Wealth Management
Kansas
-$29.3K -1,314 Closed
GLR
592
Great Lakes Retirement
Ohio
-$20.6K -918 Closed
VAG
593
VisionPoint Advisory Group
Texas
-$18.5K -828 Closed
MBFW
594
Morton Brown Family Wealth
Pennsylvania
-$18.3K -795 Closed
NMG
595
New Millennium Group
Utah
-$10.6K -474 Closed
DF
596
Dunhill Financial
United Kingdom
-$7.1K -318 Closed
CP
597
Camelot Portfolios
Ohio
-$6.16K -276 Closed
FCAS
598
First Command Advisory Services
Texas
-$5.69K -255 Closed
PGAM
599
Princeton Global Asset Management
New Jersey
-$4.62K -207 Closed
MFA
600
McClarren Financial Advisors
Pennsylvania
-$58K -198 Closed