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Schwab Fundamental US Large Company Index ETF

498 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 35 closing their positions.

Holders
498
Holders Change
+22
Holders Change %
+4.62%
% of All Funds
7.22%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.77%
New
62
Increased
229
Reduced
136
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCM
101
MAI Capital Management
Ohio
$6.18M 274,950 +251,874 +1,091%
LIM
102
Leavell Investment Management
Alabama
$5.84M 259,905 +14,415 +6%
PGFC
103
Peapack-Gladstone Financial Corp
New Jersey
$5.74M 255,432 +9,405 +4%
CAM
104
Cidel Asset Management
Ontario, Canada
$5.72M 254,613 -2,694 -1%
AWA
105
Arete Wealth Advisors
Illinois
$5.7M 253,821 +15,018 +6%
RFA
106
Rollins Financial Advisors
New York
$5.67M 252,213 +78,597 +45%
MML Investors Services
107
MML Investors Services
Massachusetts
$5.45M 242,712 +15,411 +7%
IIC
108
Ironwood Investment Counsel
Arizona
$5.43M 241,617 +22,473 +10%
PWSG
109
Pacific Wealth Strategies Group
California
$5.3M 236,055 +9,486 +4%
ZIMP
110
Zimmermann Investment Management & Planning
Pennsylvania
$5.26M 234,210 -199,350 -46%
RTL
111
Red Tortoise LLC
Georgia
$4.94M 219,918 -2,250 -1%
EWA
112
Exencial Wealth Advisors
Oklahoma
$4.85M 215,799 +1,044 +0.5%
DC
113
Darrow Company
Massachusetts
$4.78M 212,901 +78,711 +59%
PS
114
Principal Securities
Iowa
$4.62M 205,578 -89,424 -30%
CFO
115
CVA Family Office
Colorado
$4.61M 205,104 +5,325 +3%
MIA
116
Milestone Investment Advisors
Wisconsin
$4.59M 204,159 +93,111 +84%
SWM
117
Shakespeare Wealth Management
Wisconsin
$4.54M 202,098 -7,572 -4%
DSA
118
Droms Strauss Advisors
Missouri
$4.45M 198,126 -1,344 -0.7%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$4.42M 196,929 -33,462 -15%
AWE
120
Avidian Wealth Enterprises
Texas
$4.24M 188,778 +6,642 +4%
RWRC
121
R.W. Roge & Company
New York
$4.23M 188,178 -11,646 -6%
CFO
122
Collective Family Office
Pennsylvania
$4.19M 186,540 -21,687 -10%
GFP
123
Guardian Financial Partners
California
$4.17M 185,754 +16,827 +10%
SHF
124
Stage Harbor Financial
Massachusetts
$4.16M 185,148 -25,359 -12%
Renaissance Technologies
125
Renaissance Technologies
New York
$4.02M 179,100 -3,900 -2%