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Schwab Fundamental US Large Company Index ETF

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NCM
76
Northland Capital Management
Minnesota
$10.7M 447,108 +45,168 +11%
USCWA
77
U.S. Capital Wealth Advisors
Texas
$10.5M 437,412 +65,481 +18%
CCA
78
Cobblestone Capital Advisors
New York
$10.5M 437,220 -12,492 -3%
Prudential Financial
79
Prudential Financial
New Jersey
$10.4M 436,275 +55,557 +15%
MNA
80
Manning & Napier Advisors
New York
$10.4M 433,326 +397,326 +1,104%
CPCP
81
Cedar Point Capital Partners
Iowa
$10.3M 429,180 -19,686 -4%
RF
82
RHS Financial
California
$10.3M 428,643 -22,029 -5%
AWM
83
Aspire Wealth Management
Massachusetts
$10.2M 428,046 +46,359 +12%
AT
84
American Trust
Kentucky
$10.2M 426,168 -31,509 -7%
LFA
85
Legend Financial Advisors
Pennsylvania
$9.89M 413,508 -6,090 -1%
PCA
86
Pallas Capital Advisors
Massachusetts
$9.8M 1,228,185 +803,799 +189%
SFP
87
Sterling Financial Planning
New Jersey
$9.75M 407,430 -921 -0.2%
MTWM
88
Masso Torrence Wealth Management
New Jersey
$9.58M 400,608 -3,291 -0.8%
NHC
89
Nicholas Hoffman & Company
Georgia
$9.39M 392,361 +10,224 +3%
AFA
90
Arlington Financial Advisors
California
$9.35M 390,768 -3,588 -0.9%
LAM
91
Lakewood Asset Management
Illinois
$8.83M 368,997 +6,240 +2%
SF
92
Synovus Financial
Georgia
$8.51M 355,962 +171,177 +93%
AWA
93
Arete Wealth Advisors
Illinois
$8.41M 353,091 +87,411 +33%
LTL
94
Lowery Thomas LLC
California
$8.37M 349,914 +23,595 +7%
BGAI
95
Bruce G. Allen Investments
Colorado
$8.1M 338,691 +864 +0.3%
VP
96
Verum Partners
North Carolina
$7.93M 331,704 -30,672 -8%
IIC
97
Ironwood Investment Counsel
Arizona
$7.85M 328,161 +48,288 +17%
PJSIMP
98
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.81M 326,577 +8,937 +3%
ACS
99
Archford Capital Strategies
Illinois
$7.7M 953,220 +647,295 +212%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$7.62M 318,504 -17,364 -5%