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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 %
LWM
151
Laidlaw Wealth Management
New York
$844K 16,581 -804 -5%
FFN
152
Focus Financial Network
Minnesota
$841K 16,524 -2,259 -12%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$788K 15,208 -19 -0.1%
PAG
154
Private Advisor Group
New Jersey
$743K 14,590 -4,910 -25%
IAN
155
Integrated Advisors Network
Texas
$739K 14,523 +3,483 +32%
WFAG
156
Wescott Financial Advisory Group
Pennsylvania
$733K 14,407 +81 +0.6%
BWM
157
Birchcreek Wealth Management
Ohio
$719K 14,131 +685 +5%
UCFA
158
United Capital Financial Advisors
Texas
$718K 14,108 -555 -4%
TF
159
Theory Financial
Colorado
$704K 13,764 +13,764 New
CAM
160
Cresset Asset Management
Illinois
$677K 13,314 +3,744 +39%
JPMPWA
161
J.P. Morgan Private Wealth Advisors
California
$649K 12,743 +3,363 +36%
PJSIMP
162
P.J. Schmidt Investment Management (PJS)
Wisconsin
$604K 10,975 +4,504 +70%
SIC
163
Salem Investment Counselors
North Carolina
$599K 11,763 +5,253 +81%
BSW
164
Buckingham Strategic Wealth
Missouri
$593K 11,649 +4,589 +65%
SSWM
165
Sheets Smith Wealth Management
North Carolina
$576K 11,318 +7,568 +202%
AIP
166
Almanack Investment Partners
Pennsylvania
$572K 11,239 -757 -6%
TPA
167
Trivium Point Advisory
Connecticut
$567K 10,930 +1,123 +11%
BRWA
168
B. Riley Wealth Advisors
Florida
$551K 10,806 -196,478 -95%
CCM
169
Chilton Capital Management
Texas
$551K 10,823 +315 +3%
AP
170
Appleton Partners
Massachusetts
$534K 10,491 +115 +1%
BO
171
BRR OpCo
Ohio
$534K 10,496 +720 +7%
ICG
172
InterOcean Capital Group
Tennessee
$529K 10,391 +1,562 +18%
OIA
173
OneDigital Investment Advisors
Kansas
$516K 10,130 -4,623 -31%
AWM
174
Altium Wealth Management
New York
$500K 9,818 +88 +0.9%
SSC
175
Syverson Strege & Co
Iowa
$489K 9,605 -1,973 -17%