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Schwab Fundamental US Large Company Index ETF

386 hedge funds and large institutions have $8.66B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 106

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

4.73% more ownership

Funds ownership: 243.73%248.46% (+4.7%)

0% less capital invested

Capital invested by funds: $8.7B → $8.66B (-$37.9M)

1% less funds holding

Funds holding: 388386 (-2)

7% less funds holding in top 10

Funds holding in top 10: 4643 (-3)

Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.15%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.69%
New
41
Increased
175
Reduced
106
Closed
36
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
+$242K
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
101
Avidian Wealth Enterprises
Texas
$2.86M +$220K +11,970 +8%
LIM
102
Leavell Investment Management
Alabama
$2.85M +$50.4K +2,745 +2%
JBA
103
Johnson Bixby & Associates
Washington
$2.73M +$375K +20,460 +16%
FC
104
FCA Corp
Texas
$2.68M +$22.6K +1,233 +0.8%
WANY
105
Wealthspire Advisors (New York)
New York
$2.64M +$230K +12,534 +10%
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$2.6M -$57.2K -3,120 -2%
Wells Fargo
107
Wells Fargo
California
$2.59M -$14.5K -792 -0.6%
JWM
108
Janiczek Wealth Management
Colorado
$2.58M +$824K +44,910 +47%
AWM
109
AE Wealth Management
Kansas
$2.5M +$230K +12,522 +10%
RJA
110
Raymond James & Associates
Florida
$2.5M -$648K -35,292 -21%
LAM
111
Lakewood Asset Management
Illinois
$2.47M +$115K +6,249 +5%
CL
112
COWA LLC
Oklahoma
$2.41M -$2.1M -114,699 -47%
GFP
113
Guardian Financial Partners
California
$2.31M -$5.23K -285 -0.2%
Truist Financial
114
Truist Financial
North Carolina
$2.28M -$52.8K -2,877 -2%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$2.27M +$354K +19,317 +20%
CA
116
Cambridge Advisors
Nebraska
$2.23M +$11.2K +609 +0.5%
YWM
117
Yoder Wealth Management
California
$2.17M +$2.18M +118,677 New
QCG
118
Quadrant Capital Group
Ohio
$2.16M -$272K -14,850 -11%
SCM
119
Sebold Capital Management
Illinois
$2.14M -$12.8K -696 -0.6%
APW
120
Austin Private Wealth
Texas
$2.08M -$12.6K -684 -0.6%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$2.07M -$338K -18,411 -14%
VNA
122
Valley National Advisers
Pennsylvania
$2.04M -$466K -25,410 -19%
USCWA
123
U.S. Capital Wealth Advisors
Texas
$1.99M +$661K +36,036 +50%
PWM
124
Perigon Wealth Management
California
$1.97M -$316K -17,226 -14%
FFWA
125
FRG Family Wealth Advisors
Washington
$1.97M +$271K +14,775 +16%