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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 Market Value Shares Shares
Change
Shares
Change %
VP
76
Verum Partners
North Carolina
$9.86M 438,894 +96,762 +28%
PCA
77
Pallas Capital Advisors
Massachusetts
$9.63M 428,751 -16,752 -4%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$9.53M 424,239 +155,988 +58%
SFP
79
Sterling Financial Planning
New Jersey
$9.2M 409,698 -7,200 -2%
AFA
80
Arlington Financial Advisors
California
$9.14M 406,971 -649,449 -61%
NCM
81
Northland Capital Management
Minnesota
$9.02M 401,424 +2,169 +0.5%
LFA
82
Legend Financial Advisors
Pennsylvania
$9.01M 401,232 +9,189 +2%
MTWM
83
Masso Torrence Wealth Management
New Jersey
$8.69M 386,997 +27,405 +8%
Prudential Financial
84
Prudential Financial
New Jersey
$8.48M 377,613 -36,585 -9%
USCWA
85
U.S. Capital Wealth Advisors
Texas
$8.24M 366,933 -22,659 -6%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$7.85M 349,443 +280,080 +404%
AG
87
AlTi Global
New York
$7.8M 347,304 -45,525 -12%
BGAI
88
Bruce G. Allen Investments
Colorado
$7.76M 345,315 +87,927 +34%
NHC
89
Nicholas Hoffman & Company
Georgia
$7.62M 339,354 +37,698 +12%
CAC
90
Certified Advisory Corp
Florida
$7.34M 326,778 +53,523 +20%
LTL
91
Lowery Thomas LLC
California
$7.07M 314,850 +24,117 +8%
LAM
92
Lakewood Asset Management
Illinois
$6.9M 307,224 +11,895 +4%
ACS
93
Archford Capital Strategies
Illinois
$6.64M 295,809 +205,713 +228%
PJSIMP
94
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.62M 294,690 -1,581 -0.5%
AFS
95
Access Financial Services
Minnesota
$6.54M 290,955 -564 -0.2%
JAG
96
Journey Advisory Group
Kentucky
$6.53M 290,637 -11,307 -4%
KWM
97
Kingsview Wealth Management
Oregon
$6.4M 284,970 -4,728 -2%
FM
98
Foster & Motley
Ohio
$6.37M 283,752 +6,774 +2%
AFA
99
AA Financial Advisors
Ohio
$6.32M 281,172 -6,513 -2%
AWM
100
Aspire Wealth Management
Massachusetts
$6.23M 277,320 +80,637 +41%