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Schwab Fundamental US Large Company Index ETF

623 hedge funds and large institutions have $14.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 504 increasing their positions, 4 reducing their positions, and 39 closing their positions.

Holders
623
Holders Change
+58
Holders Change %
+10.27%
% of All Funds
8.3%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.84%
New
110
Increased
504
Reduced
4
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WFL
76
Wealth Forward LLC
North Dakota
$11.8M 497,142 +325,328 +189%
OWM
77
Opes Wealth Management
California
$11.5M 486,860 +324,164 +199%
UFAC
78
Urban Financial Advisory Corp
Illinois
$11.4M 482,827 +333,321 +223%
Raymond James Financial
79
Raymond James Financial
Florida
$11.4M 480,762 +480,762 New
NCM
80
Northland Capital Management
Minnesota
$10.6M 446,423 +297,387 +200%
SL
81
Systelligence LLC
Minnesota
$10.6M 445,658 +251,403 +129%
MNA
82
Manning & Napier Advisors
New York
$10.5M 441,944 +297,502 +206%
CPCP
83
Cedar Point Capital Partners
Iowa
$10.3M 434,268 +291,208 +204%
CCA
84
Cobblestone Capital Advisors
New York
$10.3M 433,351 +287,611 +197%
MFG
85
Merit Financial Group
Georgia
$10.1M 427,886 +427,886 New
AWA
86
Arete Wealth Advisors
Illinois
$10.1M 426,857 +309,160 +263%
PCA
87
Pallas Capital Advisors
Massachusetts
$9.74M 411,466 +2,071 +0.5%
NHC
88
Nicholas Hoffman & Company
Georgia
$9.74M 411,384 +280,597 +215%
LFA
89
Legend Financial Advisors
Pennsylvania
$9.67M 408,425 +270,589 +196%
AAS
90
Asset Allocation Strategies
Michigan
$9.59M 390,351 +326,099 +508%
SFP
91
Sterling Financial Planning
New Jersey
$9.41M 397,427 +261,617 +193%
RF
92
RHS Financial
California
$9.38M 395,997 +253,116 +177%
AFA
93
Arlington Financial Advisors
California
$9.18M 387,494 +257,238 +197%
MTWM
94
Masso Torrence Wealth Management
New Jersey
$9.08M 383,334 +249,798 +187%
MCM
95
MAI Capital Management
Ohio
$8.77M 370,270 +264,767 +251%
LAM
96
Lakewood Asset Management
Illinois
$8.68M 366,481 +243,482 +198%
LTL
97
Lowery Thomas LLC
California
$8.6M 363,149 +246,511 +211%
IIC
98
Ironwood Investment Counsel
Arizona
$8.23M 347,584 +238,197 +218%
MIA
99
Milestone Investment Advisors
Wisconsin
$8.19M 345,949 +241,137 +230%
BGAI
100
Bruce G. Allen Investments
Colorado
$8.17M 345,093 +232,196 +206%