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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 %
CFO
76
Collective Family Office
Pennsylvania
$4.55M 248,544 +45,066 +22%
MWM
77
Madison Wealth Management
Ohio
$4.54M 247,884 -3,768 -1%
LTL
78
Lowery Thomas LLC
California
$4.53M 247,374 -4,242 -2%
Prudential Financial
79
Prudential Financial
New Jersey
$4.53M 247,275 +18,285 +8%
PJSIMP
80
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.47M 242,949 +54,780 +29%
CWA
81
Consilium Wealth Advisory
Texas
$4.17M 228,057 -19,068 -8%
SWM
82
Shakespeare Wealth Management
Wisconsin
$4.02M 219,558 -19,269 -8%
DSA
83
Droms Strauss Advisors
Missouri
$3.72M 202,968 -426 -0.2%
IIC
84
Ironwood Investment Counsel
Arizona
$3.69M 201,657 -984 -0.5%
RTL
85
Red Tortoise LLC
Georgia
$3.65M 199,431 -20,817 -9%
CFO
86
CVA Family Office
Colorado
$3.64M 198,582 +852 +0.4%
AC
87
Avant Capital
Louisiana
$3.62M 197,655 +15,012 +8%
RWRC
88
R.W. Roge & Company
New York
$3.59M 195,873 +23,952 +14%
EWA
89
Exencial Wealth Advisors
Oklahoma
$3.58M 195,519 +939 +0.5%
REMPR
90
Roof Eidam Maycock Peralta (REMP)
California
$3.36M 183,714 +141,540 +336%
PWSG
91
Pacific Wealth Strategies Group
California
$3.32M 181,491 -13,359 -7%
GC
92
Gratus Capital
Georgia
$3.29M 179,940 -23,556 -12%
CAC
93
Certified Advisory Corp
Florida
$3.29M 179,826 -18,333 -9%
NHC
94
Nicholas Hoffman & Company
Georgia
$3.17M 173,433 +51,870 +43%
BWM
95
Baystate Wealth Management
Massachusetts
$3.17M 173,082 -11,460 -6%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$3.13M 171,120 +32,682 +24%
SA
97
Scarborough Advisors
Maryland
$3.09M 168,525 +3,504 +2%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$3.02M 164,784 +19,488 +13%
MML Investors Services
99
MML Investors Services
Massachusetts
$3.01M 164,520 +2,352 +1%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$2.92M 159,642 -46,164 -22%