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Schwab Fundamental US Large Company Index ETF

396 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.

Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
6.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
70
Increased
179
Reduced
83
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WPIC
51
White Pine Investment Company
Michigan
$10.9M -$434K -22,266 -4%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$10.5M +$648K +33,249 +7%
HighTower Advisors
53
HighTower Advisors
Illinois
$10.4M +$4.97M +255,153 +92%
CPC
54
Consolidated Planning Corp
Georgia
$10.1M -$277K -14,193 -3%
RF
55
RHS Financial
California
$9.93M +$963K +49,386 +11%
SL
56
Systelligence LLC
Minnesota
$9.89M -$5.97M -306,279 -38%
PWSG
57
Pacific Wealth Strategies Group
California
$9.83M +$899K +46,104 +10%
CWA
58
Centennial Wealth Advisory
Michigan
$8.94M +$6.4M +328,404 +252%
YAL
59
Your Advocates Ltd
Texas
$8.05M -$815K -41,784 -9%
RWM
60
Reston Wealth Management
Virginia
$7.94M -$29.5K -1,515 -0.4%
AWS
61
Atria Wealth Solutions
New York
$7.81M +$7.81M +400,212 New
PCA
62
Permit Capital Advisors
Pennsylvania
$6.71M +$6.71M +339,441 New
TA
63
Tiedemann Advisors
New York
$6.48M -$5.91K -303 -0.1%
CWA
64
Consilium Wealth Advisory
Texas
$6.4M +$2.77M +142,122 +76%
JWM
65
Jackson Wealth Management
Florida
$6.3M -$338K -17,358 -5%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$6.28M +$4.07M +208,758 +184%
SFP
67
Sterling Financial Planning
New Jersey
$5.97M -$144K -7,407 -2%
FANJ
68
Financial Architects (New Jersey)
New Jersey
$5.95M +$385K +19,758 +7%
Mariner
69
Mariner
Kansas
$5.92M +$863K +44,259 +17%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$5.63M +$3.3M +168,993 +141%
GC
71
Gratus Capital
Georgia
$5.43M -$666K -34,131 -11%
TWM
72
Tradition Wealth Management
Minnesota
$5.43M +$186K +9,525 +4%
FM
73
Foster & Motley
Ohio
$5.32M +$40K +2,049 +0.8%
MML Investors Services
74
MML Investors Services
Massachusetts
$5.18M +$3.82M +195,633 +280%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$5.13M +$2.06M +105,651 +67%