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Schwab Fundamental US Large Company Index ETF

396 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
6.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
70
Increased
179
Reduced
83
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AP
176
Appleton Partners
Massachusetts
$607K +$10.4K +534 +2%
AAS
177
Avantax Advisory Services
Texas
$595K +$379K +19,443 +175%
CP
178
Camelot Portfolios
Ohio
$580K -$44.8K -2,295 -7%
LSA
179
Lion Street Advisors
Texas
$575K +$352K +18,063 +158%
BO
180
BRR OpCo
Ohio
$572K +$114K +5,832 +25%
AWM
181
Altium Wealth Management
New York
$569K +$35.4K +1,818 +7%
TPA
182
Trivium Point Advisory
Connecticut
$569K +$187K +9,672 +49%
BAM
183
Belpointe Asset Management
Nevada
$562K +$562K +28,815 New
CAM
184
Cresset Asset Management
Illinois
$560K
SCM
185
SOL Capital Management
Maryland
$556K
PWM
186
Perigon Wealth Management
California
$554K +$554K +28,395 New
JPMPWA
187
J.P. Morgan Private Wealth Advisors
California
$549K +$21.8K +1,116 +4%
EW
188
Evoke Wealth
California
$539K
SCA
189
Snowden Capital Advisors
New York
$523K +$9.83K +504 +2%
ICG
190
InterOcean Capital Group
Tennessee
$516K +$175K +8,988 +51%
AG
191
Ascent Group
Virginia
$510K -$7.78K -399 -2%
CPA
192
Cardiff Park Advisors
California
$510K +$1.7K +87 +0.3%
LNWWM
193
Laird Norton Wetherby Wealth Management
California
$501K
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$489K -$28.4K -1,437 -5%
PWA
195
Pillar Wealth Advisors
Pennsylvania
$486K +$49.8K +2,556 +11%
CWC
196
Carolinas Wealth Consulting
North Carolina
$469K +$27.5K +1,413 +6%
IC
197
IEQ Capital
California
$466K +$466K +23,886 New
AP
198
Adero Partners
California
$460K -$447K -22,908 -49%
Fisher Asset Management
199
Fisher Asset Management
Washington
$460K +$234K +12,018 +104%
CFG
200
Carter Financial Group
Illinois
$460K +$460K +23,580 New