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Schwab Fundamental US Large Company Index ETF

531 hedge funds and large institutions have $12.4B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 145 reducing their positions, and 37 closing their positions.

Holders
531
Holders Change
+33
Holders Change %
+6.63%
% of All Funds
7.72%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.79%
New
78
Increased
207
Reduced
145
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GFP
126
Guardian Financial Partners
California
$4.36M 65,084 +3,166 +5%
SWM
127
Shakespeare Wealth Management
Wisconsin
$4.26M 63,570 -3,796 -6%
SF
128
Synovus Financial
Georgia
$4.13M 61,595 +3,777 +7%
RWRC
129
R.W. Roge & Company
New York
$4.11M 61,287 -1,439 -2%
SHF
130
Stage Harbor Financial
Massachusetts
$4.09M 61,022 -694 -1%
TFS
131
Thoroughbred Financial Services
Tennessee
$4.04M 60,277 +13,951 +30%
BEAM
132
Baker Ellis Asset Management
Washington
$3.87M 57,789 +3,527 +6%
SCM
133
Sebold Capital Management
Illinois
$3.8M 56,686 -2,662 -4%
JWM
134
Janiczek Wealth Management
Colorado
$3.73M 55,605 +622 +1%
JPMorgan Chase & Co
135
JPMorgan Chase & Co
New York
$3.59M 53,601 +15,231 +40%
TPA
136
Trivium Point Advisory
Connecticut
$3.52M 52,496 +5,400 +11%
AF
137
Advisornet Financial
Minnesota
$3.51M 52,440 +1,061 +2%
GAM
138
Gotham Asset Management
New York
$3.35M 49,968 +32,327 +183%
PCM
139
Pennsylvania Capital Management
Pennsylvania
$3.23M 48,228 +5,449 +13%
FC
140
FCA Corp
Texas
$3.12M 46,602 +2,320 +5%
FTS
141
Fifth Third Securities
Ohio
$3.06M 45,425 +20,015 +79%
BCA
142
Bay Colony Advisors
Massachusetts
$3M 44,795 +3,071 +7%
FFN
143
Focus Financial Network
Minnesota
$2.98M 42,809 +4,958 +13%
TNA
144
True North Advisors
Texas
$2.98M 44,533 -1,086 -2%
RJA
145
Raymond James & Associates
Florida
$2.97M 44,415 +486 +1%
CA
146
Cambridge Advisors
Nebraska
$2.93M 43,732 +3,024 +7%
E
147
ETFidea
New York
$2.92M 43,546 +1,338 +3%
REMPR
148
Roof Eidam Maycock Peralta (REMP)
California
$2.83M 42,309 -750 -2%
FFWA
149
FRG Family Wealth Advisors
Washington
$2.78M 42,106 +2,750 +7%
Wells Fargo
150
Wells Fargo
California
$2.74M 40,964 -650 -2%