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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.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 106

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

4.73% more ownership

Funds ownership: 243.73%248.46% (+4.7%)

0% less capital invested

Capital invested by funds: $8.7B → $8.66B (-$37.9M)

1% less funds holding

Funds holding: 388386 (-2)

7% less funds holding in top 10

Funds holding in top 10: 4643 (-3)

Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.15%
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 Holding Trade Value Shares
Change
Change in
Stake
CFO
76
Collective Family Office
Pennsylvania
$4.55M +$827K +45,066 +22%
MWM
77
Madison Wealth Management
Ohio
$4.54M -$69.1K -3,768 -1%
LTL
78
Lowery Thomas LLC
California
$4.53M -$77.8K -4,242 -2%
Prudential Financial
79
Prudential Financial
New Jersey
$4.53M +$335K +18,285 +8%
PJSIMP
80
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.47M +$1.01M +54,780 +29%
CWA
81
Consilium Wealth Advisory
Texas
$4.17M -$350K -19,068 -8%
SWM
82
Shakespeare Wealth Management
Wisconsin
$4.02M -$354K -19,269 -8%
DSA
83
Droms Strauss Advisors
Missouri
$3.72M -$7.82K -426 -0.2%
IIC
84
Ironwood Investment Counsel
Arizona
$3.69M -$18.1K -984 -0.5%
RTL
85
Red Tortoise LLC
Georgia
$3.65M -$382K -20,817 -9%
CFO
86
CVA Family Office
Colorado
$3.64M +$15.6K +852 +0.4%
AC
87
Avant Capital
Louisiana
$3.62M +$275K +15,012 +8%
RWRC
88
R.W. Roge & Company
New York
$3.58M +$439K +23,952 +14%
EWA
89
Exencial Wealth Advisors
Oklahoma
$3.58M +$17.2K +939 +0.5%
REMPR
90
Roof Eidam Maycock Peralta (REMP)
California
$3.36M +$2.6M +141,540 +336%
PWSG
91
Pacific Wealth Strategies Group
California
$3.32M -$245K -13,359 -7%
GC
92
Gratus Capital
Georgia
$3.29M -$432K -23,556 -12%
CAC
93
Certified Advisory Corp
Florida
$3.29M -$336K -18,333 -9%
NHC
94
Nicholas Hoffman & Company
Georgia
$3.17M +$952K +51,870 +43%
BWM
95
Baystate Wealth Management
Massachusetts
$3.17M -$210K -11,460 -6%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$3.13M +$600K +32,682 +24%
SA
97
Scarborough Advisors
Maryland
$3.09M +$64.3K +3,504 +2%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$3.02M +$358K +19,488 +13%
MML Investors Services
99
MML Investors Services
Massachusetts
$3.01M +$43.2K +2,352 +1%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$2.92M -$847K -46,164 -22%