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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 %
CCA
76
Cobblestone Capital Advisors
New York
$10M 149,904 -3,577 -2%
CPCP
77
Cedar Point Capital Partners
Iowa
$10M 149,622 +48 +0%
PCA
78
Pallas Capital Advisors
Massachusetts
$9.77M 141,462 -1,455 -1%
LFA
79
Legend Financial Advisors
Pennsylvania
$9.37M 139,866 +6,122 +5%
SFP
80
Sterling Financial Planning
New Jersey
$9.12M 136,117 -449 -0.3%
MTWM
81
Masso Torrence Wealth Management
New Jersey
$9.02M 134,633 +5,634 +4%
NCM
82
Northland Capital Management
Minnesota
$8.97M 133,980 +172 +0.1%
AFA
83
Arlington Financial Advisors
California
$8.8M 131,452 -4,205 -3%
NHC
84
Nicholas Hoffman & Company
Georgia
$8.53M 127,379 +14,261 +13%
AWM
85
Aspire Wealth Management
Massachusetts
$8.52M 127,229 +34,789 +38%
Prudential Financial
86
Prudential Financial
New Jersey
$8.5M 126,906 +1,035 +0.8%
USCWA
87
U.S. Capital Wealth Advisors
Texas
$8.3M 123,977 +1,666 +1%
LAM
88
Lakewood Asset Management
Illinois
$8.1M 120,919 +18,511 +18%
VP
89
Verum Partners
North Carolina
$8.09M 120,792 -25,506 -17%
BGAI
90
Bruce G. Allen Investments
Colorado
$7.54M 112,609 -2,496 -2%
AG
91
AlTi Global
New York
$7.51M 111,567 -4,201 -4%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$7.5M 111,956 -29,457 -21%
LTL
93
Lowery Thomas LLC
California
$7.29M 108,773 +3,823 +4%
PJSIMP
94
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.09M 105,880 +7,650 +8%
MCM
95
MAI Capital Management
Ohio
$7M 104,457 +12,807 +14%
ACS
96
Archford Capital Strategies
Illinois
$6.83M 101,975 +3,372 +3%
AFS
97
Access Financial Services
Minnesota
$6.81M 101,611 +4,626 +5%
MIA
98
Milestone Investment Advisors
Wisconsin
$6.65M 99,324 +31,271 +46%
FM
99
Foster & Motley
Ohio
$6.52M 97,381 +2,797 +3%
JAG
100
Journey Advisory Group
Kentucky
$6.47M 96,641 -238 -0.2%