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Schwab Fundamental US Large Company Index ETF

531 hedge funds and large institutions have $12.4B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 145 reducing their positions, and 37 closing their positions.

Holders
531
Holders Change
+33
Holders Change %
+6.63%
% of All Funds
7.72%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.79%
New
78
Increased
207
Reduced
145
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$17.5M 260,536 +144,055 +124%
FCM
52
Firestone Capital Management
Florida
$17.4M 260,270 +3,998 +2%
YAL
53
Your Advocates Ltd
Texas
$16.7M 248,627 +6,187 +3%
EWP
54
Elevation Wealth Partners
California
$16.1M 240,586 +6,384 +3%
CWM
55
Cabot Wealth Management
Massachusetts
$15.1M 225,859 -16,851 -7%
BWA
56
Burt Wealth Advisors
Maryland
$14M 208,611 -14,548 -7%
CPC
57
Consolidated Planning Corp
Georgia
$13.3M 199,053 +110 +0.1%
SWA
58
Strata Wealth Advisors
Texas
$13.2M 197,697 -307 -0.2%
PPW
59
Pasadena Private Wealth
California
$13.1M 196,205 -7,186 -4%
SL
60
Systelligence LLC
Minnesota
$13.1M 195,679 +334 +0.2%
OIA
61
OneDigital Investment Advisors
Kansas
$13M 193,395 +176,305 +1,032%
WPIC
62
White Pine Investment Company
Michigan
$12.9M 192,589 +4,490 +2%
QWM
63
Quadcap Wealth Management
Texas
$12.8M 191,423 +37,922 +25%
TCM
64
TruNorth Capital Management
Michigan
$12.3M 183,990 +5,029 +3%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$12.1M 181,386 -7,019 -4%
PA
66
Prism Advisors
California
$12M 178,992 +2,133 +1%
TWM
67
Tradition Wealth Management
Minnesota
$11.9M 177,534 -93,585 -35%
CAC
68
Certified Advisory Corp
Florida
$11.8M 176,728 +67,802 +62%
WFL
69
Wealth Forward LLC
North Dakota
$11.6M 172,916 +955 +0.6%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$11.3M 168,639 +4,279 +3%
ES
71
Eagle Strategies
New York
$11.2M 167,085 +112,844 +208%
OWM
72
Opes Wealth Management
California
$11M 164,230 -5,393 -3%
Cerity Partners
73
Cerity Partners
New York
$10.8M 161,242 +12,134 +8%
AT
74
American Trust
Kentucky
$10.2M 152,559 +152,559 New
RF
75
RHS Financial
California
$10.1M 150,224 -5,527 -4%