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Schwab Fundamental US Large Company Index ETF

357 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 70 closing their positions.

Holders
357
Holders Change
-39
Holders Change %
-9.85%
% of All Funds
6.04%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.64%
New
35
Increased
143
Reduced
115
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CPC
51
Consolidated Planning Corp
Georgia
$8.66M 170,090 -1,817 -1%
TA
52
Tiedemann Advisors
New York
$8.11M 159,372 +48,614 +44%
TWM
53
Tradition Wealth Management
Minnesota
$7.88M 154,874 +62,144 +67%
RF
54
RHS Financial
California
$7.73M 151,792 -17,996 -11%
SL
55
Systelligence LLC
Minnesota
$7.41M 145,486 -23,598 -14%
RWM
56
Reston Wealth Management
Virginia
$7.01M 137,764 +2,066 +2%
LFA
57
Legend Financial Advisors
Pennsylvania
$6.27M 123,208 +123,208 New
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$5.96M 117,050 +29,426 +34%
Mariner
59
Mariner
Kansas
$5.7M 111,921 +10,651 +11%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$5.59M 109,870 +13,719 +14%
BFA
61
BMS Financial Advisors
South Dakota
$5.49M 93,635 -168,785 -64%
SFP
62
Sterling Financial Planning
New Jersey
$5.47M 107,496 +5,533 +5%
CFA
63
Cahill Financial Advisors
Minnesota
$5.32M 104,423 +22,291 +27%
FM
64
Foster & Motley
Ohio
$4.84M 95,119 +4,206 +5%
MIAN
65
Mariner Independent Advisor Network
Kansas
$4.83M 94,906 +94,906 New
GW
66
GW & Wade
Massachusetts
$4.77M 93,623 +57,931 +162%
KWM
67
Kingsview Wealth Management
Oregon
$4.68M 91,909 +61,921 +206%
GC
68
Gratus Capital
Georgia
$4.14M 81,403 -11,390 -12%
SWM
69
Shakespeare Wealth Management
Wisconsin
$4.06M 79,230 -7,096 -8%
MWM
70
Madison Wealth Management
Ohio
$4.03M 79,091 +11,557 +17%
HTC
71
Haverford Trust Company
Pennsylvania
$3.88M 76,315 +76,315 New
PWSG
72
Pacific Wealth Strategies Group
California
$3.87M 76,031 -91,968 -55%
CST
73
Charles Schwab Trust
Nevada
$3.87M 75,935 +5,602 +8%
RTL
74
Red Tortoise LLC
Georgia
$3.74M 73,404 +2,143 +3%
RJA
75
Raymond James & Associates
Florida
$3.62M 71,065 +11,780 +20%