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Schwab Fundamental US Large Company Index ETF

396 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.

Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
6.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
70
Increased
179
Reduced
83
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RWRC
101
R.W. Roge & Company
New York
$2.51M 128,589 +47,958 +59%
AI
102
Atria Investments
North Carolina
$2.48M 127,137 +57,384 +82%
US Bancorp
103
US Bancorp
Minnesota
$2.38M 122,235 +68,958 +129%
AF
104
Advisornet Financial
Minnesota
$2.37M 121,308 +18,783 +18%
CA
105
Continuum Advisory
Idaho
$2.27M 123,576 +14,367 +13%
CA
106
Cambridge Advisors
Nebraska
$2.19M 112,335 +19,665 +21%
IA
107
IFP Advisors
Florida
$2.17M 172,578 +61,722 +56%
CL
108
COWA LLC
Oklahoma
$2.11M 107,922 +73,296 +212%
WCM
109
Whitener Capital Management
North Carolina
$2.1M 107,904 +870 +0.8%
EWM
110
Empirical Wealth Management
Washington
$2.1M 107,808 +40,770 +61%
GW
111
GW & Wade
Massachusetts
$2.09M 107,076 -45 -0%
APW
112
Austin Private Wealth
Texas
$2.07M 106,116 -6,426 -6%
EWA
113
Exencial Wealth Advisors
Oklahoma
$2.05M 105,153 +58,455 +125%
Citadel Advisors
114
Citadel Advisors
Florida
$2.02M 103,323 +47,910 +86%
GFP
115
Guardian Financial Partners
California
$2M 105,744 +5,088 +5%
FNC
116
First National Corp
Massachusetts
$1.97M 101,094 -14,007 -12%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$1.87M 96,156 +30,312 +46%
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$1.85M 94,866 -6,777 -7%
CFO
119
CVA Family Office
Colorado
$1.78M 91,371 +10,068 +12%
JWM
120
Janiczek Wealth Management
Colorado
$1.78M 91,341 -24,282 -21%
VCM
121
Virtue Capital Management
Tennessee
$1.77M 90,651 +60,165 +197%
KWM
122
Kingsview Wealth Management
Oregon
$1.75M 89,964 +89,964 New
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$1.74M 89,253 +330 +0.4%
CAC
124
Certified Advisory Corp
Florida
$1.74M 89,172 +14,466 +19%
CAG
125
Csenge Advisory Group
Florida
$1.74M 89,169 +89,169 New