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Schwab Fundamental US Large Company Index ETF

623 hedge funds and large institutions have $14.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 504 increasing their positions, 4 reducing their positions, and 39 closing their positions.

Holders
623
Holders Change
+58
Holders Change %
+10.27%
% of All Funds
8.3%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.84%
New
110
Increased
504
Reduced
4
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
QWM
51
Quadcap Wealth Management
Texas
$20.2M 853,387 +613,752 +256%
HTC
52
Haverford Trust Company
Pennsylvania
$20.2M 852,743 +570,372 +202%
CPC
53
Consolidated Planning Corp
Georgia
$20M 846,590 +647,256 +325%
FSG
54
Financial Strategies Group
Michigan
$19.7M 837,412 -5,898 -0.7%
WTA
55
Washington Trust Advisors
Massachusetts
$18.6M 784,183 +514,033 +190%
MWP
56
Moller Wealth Partners
$18.2M 766,515 +502,033 +190%
FCM
57
Firestone Capital Management
Florida
$17.7M 748,908 +495,747 +196%
YAL
58
Your Advocates Ltd
Texas
$17.3M 728,599 +485,238 +199%
EWP
59
Elevation Wealth Partners
California
$17.2M 724,331 +481,051 +198%
CAC
60
Certified Advisory Corp
Florida
$17M 716,231 +506,044 +241%
TCM
61
TruNorth Capital Management
Michigan
$15.6M 657,445 +465,349 +242%
CWM
62
Cabot Wealth Management
Massachusetts
$15.4M 649,395 +427,017 +192%
BWA
63
Burt Wealth Advisors
Maryland
$14.5M 613,774 +410,078 +201%
SWA
64
Strata Wealth Advisors
Texas
$14.4M 607,668 +408,896 +206%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$14.3M 605,445 +404,165 +201%
SIP
66
Sellwood Investment Partners
Oregon
$14.3M 604,259 +604,259 New
WPIC
67
White Pine Investment Company
Michigan
$14.1M 594,292 +399,857 +206%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$14M 591,771 +422,347 +249%
Cerity Partners
69
Cerity Partners
New York
$14M 590,517 +437,165 +285%
OIA
70
OneDigital Investment Advisors
Kansas
$14M 589,601 +400,070 +211%
PPW
71
Pasadena Private Wealth
California
$13.6M 575,121 +385,783 +204%
EF
72
Envision Financial
Wisconsin
$13.1M 554,122 +554,122 New
TWM
73
Tradition Wealth Management
Minnesota
$13M 547,730 +365,467 +201%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$12.3M 519,604 +373,800 +256%
ES
75
Eagle Strategies
New York
$12.2M 514,785 +353,033 +218%