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Schwab Fundamental US Large Company Index ETF

386 hedge funds and large institutions have $8.66B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 106 reducing their positions, and 36 closing their positions.

Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.18%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.69%
New
41
Increased
175
Reduced
106
Closed
36
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
+$242K
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
51
Mariner
Kansas
$12.3M 673,752 +27,543 +4%
AIA
52
Arcadia Investment Advisors
Idaho
$11.8M 641,988 +5,193 +0.8%
BWA
53
Burt Wealth Advisors
Maryland
$11.4M 621,603 -1,656 -0.3%
EWP
54
Elevation Wealth Partners
California
$10.9M 593,349 +593,349 New
HTC
55
Haverford Trust Company
Pennsylvania
$10.7M 587,046 +54,300 +10%
NCM
56
Northland Capital Management
Minnesota
$10.3M 565,083 -138,330 -20%
CCA
57
Cobblestone Capital Advisors
New York
$9.79M 534,564 -7,719 -1%
WPIC
58
White Pine Investment Company
Michigan
$9.77M 533,421 +7,002 +1%
OWM
59
Opes Wealth Management
California
$9.59M 523,947 -5,985 -1%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$9.44M 515,592 +47,085 +10%
CPC
61
Consolidated Planning Corp
Georgia
$9.13M 498,465 -6,969 -1%
RF
62
RHS Financial
California
$8.75M 477,759 +25,635 +6%
Cerity Partners
63
Cerity Partners
New York
$8.74M 477,804 +93,618 +24%
TA
64
Tiedemann Advisors
New York
$8.45M 461,349 -3,966 -0.9%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$8.37M 457,443 +11,313 +3%
LFA
66
Legend Financial Advisors
Pennsylvania
$7.28M 397,638 +1,812 +0.5%
SFP
67
Sterling Financial Planning
New Jersey
$6.96M 380,190 +24,960 +7%
LWM
68
Liberty Wealth Management
California
$6.09M 330,258 +330,258 New
FANJ
69
Financial Architects (New Jersey)
New Jersey
$5.99M 327,123 +19,677 +6%
GW
70
GW & Wade
Massachusetts
$5.23M 285,477 +15,705 +6%
KWM
71
Kingsview Wealth Management
Oregon
$5.18M 282,816 -2,094 -0.7%
FM
72
Foster & Motley
Ohio
$4.89M 266,889 -5,136 -2%
ES
73
Eagle Strategies
New York
$4.81M 262,749 +193,959 +282%
CAM
74
Cidel Asset Management
Ontario, Canada
$4.61M 251,934
VP
75
Verum Partners
North Carolina
$4.58M 250,350 +11,142 +5%