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Schwab Fundamental US Large Company Index ETF

498 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 35 closing their positions.

Holders
498
Holders Change
+22
Holders Change %
+4.62%
% of All Funds
7.22%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.77%
New
62
Increased
229
Reduced
136
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FSG
51
Financial Strategies Group
Michigan
$18.7M -$1.6M -71,982 -8%
TWM
52
Tradition Wealth Management
Minnesota
$18.3M +$557K +24,807 +3%
MWP
53
Moller Wealth Partners
$17.8M -$666K -29,631 -4%
FCM
54
Firestone Capital Management
Florida
$17.3M +$146K +6,516 +0.9%
HTC
55
Haverford Trust Company
Pennsylvania
$16.7M +$543K +24,153 +3%
CWM
56
Cabot Wealth Management
Massachusetts
$16.4M -$334K -14,880 -2%
YAL
57
Your Advocates Ltd
Texas
$16.3M -$2.03M -90,354 -11%
EWP
58
Elevation Wealth Partners
California
$15.8M +$979K +43,647 +7%
BWA
59
Burt Wealth Advisors
Maryland
$15M +$735K +32,706 +5%
PPW
60
Pasadena Private Wealth
California
$13.7M -$1.16M -51,690 -8%
CPC
61
Consolidated Planning Corp
Georgia
$13.4M +$146K +6,486 +1%
SWA
62
Strata Wealth Advisors
Texas
$13.3M +$183K +8,136 +1%
SL
63
Systelligence LLC
Minnesota
$13.2M -$66.9K -2,979 -0.5%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$12.7M -$997K -44,397 -7%
WPIC
65
White Pine Investment Company
Michigan
$12.7M +$197K +8,781 +2%
TCM
66
TruNorth Capital Management
Michigan
$12.1M +$12.1M +536,883 New
PA
67
Prism Advisors
California
$11.9M +$342K +15,243 +3%
WFL
68
Wealth Forward LLC
North Dakota
$11.6M +$288K +12,831 +3%
OWM
69
Opes Wealth Management
California
$11.4M -$316K -14,046 -3%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$11.1M +$4.45M +197,928 +67%
RF
71
RHS Financial
California
$10.5M -$518K -23,040 -5%
QWM
72
Quadcap Wealth Management
Texas
$10.3M +$4.41M +196,302 +74%
CCA
73
Cobblestone Capital Advisors
New York
$10.3M -$118K -5,268 -1%
CPCP
74
Cedar Point Capital Partners
Iowa
$10.1M +$205K +9,120 +2%
Cerity Partners
75
Cerity Partners
New York
$10M -$1.52M -67,611 -13%