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Schwab Fundamental US Large Company Index ETF

354 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 152 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
6.12%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
0.67%
New
34
Increased
152
Reduced
102
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UCFA
151
United Capital Financial Advisors
Texas
$808K 16,908 +2,800 +20%
BWM
152
Birchcreek Wealth Management
Ohio
$803K 16,822 +2,691 +19%
SWM
153
Southern Wealth Management
Texas
$801K 15,008 -5,220 -26%
IAN
154
Integrated Advisors Network
Texas
$792K 16,593 +2,070 +14%
REMPR
155
Roof Eidam Maycock Peralta (REMP)
California
$762K 15,962 +15,962 New
KIA
156
KCM Investment Advisors
California
$759K 15,901 +15,901 New
LWM
157
Laidlaw Wealth Management
New York
$746K 15,613 -968 -6%
PAG
158
Private Advisor Group
New Jersey
$721K 15,106 +516 +4%
SFS
159
Solitude Financial Services
Virginia
$720K 15,082 +5,970 +66%
WFAG
160
Wescott Financial Advisory Group
Pennsylvania
$692K 14,488 +81 +0.6%
SIC
161
Salem Investment Counselors
North Carolina
$669K 14,003 +2,240 +19%
BO
162
BRR OpCo
Ohio
$632K 13,243 +2,747 +26%
Cerity Partners
163
Cerity Partners
New York
$616K 12,883 +4,001 +45%
RVPG
164
Relative Value Partners Group
$607K 12,701 +12,701 New
CAM
165
Cresset Asset Management
Illinois
$596K 12,478 -836 -6%
SSWM
166
Sheets Smith Wealth Management
North Carolina
$585K 12,245 +927 +8%
TRCT
167
Tower Research Capital (TRC)
New York
$582K 12,182 +10,415 +589%
BWM
168
Baystate Wealth Management
Massachusetts
$570K 11,943 -38,769 -76%
NFG
169
Nations Financial Group
Iowa
$568K 11,890 +2,426 +26%
BFA
170
Beaumont Financial Advisors
Massachusetts
$535K 11,206 +2,041 +22%
BSW
171
Buckingham Strategic Wealth
Missouri
$521K 10,919 -730 -6%
CCM
172
Chilton Capital Management
Texas
$520K 10,886 +63 +0.6%
AP
173
Appleton Partners
Massachusetts
$517K 10,827 +336 +3%
BRWA
174
B. Riley Wealth Advisors
Florida
$495K 10,353 -453 -4%
OIA
175
OneDigital Investment Advisors
Kansas
$492K 10,311 +181 +2%