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Schwab Fundamental US Large Company Index ETF

357 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 70 closing their positions.

Holders
357
Holders Change
-39
Holders Change %
-9.85%
% of All Funds
6.04%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.64%
New
35
Increased
143
Reduced
115
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MAM
126
Madison Asset Management
Wisconsin
$1.32M 25,834
LIA
127
LBMC Investment Advisors
Tennessee
$1.28M 25,073 +5,938 +31%
AA
128
Addison Advisors
Vermont
$1.26M 24,764 +56 +0.2%
Renaissance Technologies
129
Renaissance Technologies
New York
$1.23M 24,100 +16,600 +221%
SPWM
130
Schrum Private Wealth Management
Florida
$1.22M 23,937 +1 +0%
Truist Financial
131
Truist Financial
North Carolina
$1.22M 23,869 +9,934 +71%
YAL
132
Your Advocates Ltd
Texas
$1.15M 22,590 -114,964 -84%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$1.14M 22,341 -9,281 -29%
BCA
134
Bay Colony Advisors
Massachusetts
$1.13M 20,706 +20,706 New
SPC
135
Sigma Planning Corp
Michigan
$1.09M 21,470 -1,713 -7%
FVWA
136
Foster Victor Wealth Advisors
South Carolina
$1.09M 21,344 -318 -1%
CWM
137
Cedar Wealth Management
California
$1.08M 21,118 -2,839 -12%
CAN
138
Cetera Advisor Networks
California
$1.07M 20,976 -1,906 -8%
JCIA
139
Jackson Creek Investment Advisors
Colorado
$1.06M 19,440 -144 -0.7%
SWM
140
Southern Wealth Management
Texas
$1.03M 20,228 +110 +0.5%
SC
141
Savant Capital
Illinois
$996K 19,576 +6,621 +51%
AWM
142
Angeles Wealth Management
California
$978K 19,218 +19,218 New
WFA
143
Wade Financial Advisory
California
$948K 18,618 +11,190 +151%
PWA
144
Pillar Wealth Advisors
Pennsylvania
$938K 18,431 +10,116 +122%
AWM
145
AE Wealth Management
Kansas
$912K 17,917 -1,524,604 -99%
FFWA
146
FRG Family Wealth Advisors
Washington
$902K 17,725 +1,575 +10%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$900K 17,685 +524 +3%
MCM
148
MAI Capital Management
Ohio
$896K 17,605 +444 +3%
FSWA
149
Financial Synergies Wealth Advisors
Texas
$871K 17,116 +610 +4%
BWM
150
BCS Wealth Management
Tennessee
$856K 16,826 +206 +1%