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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 %
SCM
176
SOL Capital Management
Maryland
$484K 9,500
NFG
177
Nations Financial Group
Iowa
$482K 9,464 +9,464 New
EW
178
Evoke Wealth
California
$469K 9,218
TFS
179
Thoroughbred Financial Services
Tennessee
$469K 9,219 +3,798 +70%
BFA
180
Beaumont Financial Advisors
Massachusetts
$467K 9,165 +9,165 New
SFS
181
Solitude Financial Services
Virginia
$464K 9,112 +9,112 New
CAG
182
Curtis Advisory Group
California
$450K 8,848 +8,848 New
CP
183
Camelot Portfolios
Ohio
$449K 8,813 -1,094 -11%
CAN
184
Claraphi Advisory Network
United States
$447K 8,786 -331,548 -97%
AOWM
185
Alpha Omega Wealth Management
Virginia
$444K 8,718 +2,537 +41%
Cerity Partners
186
Cerity Partners
New York
$437K 8,882 +4,410 +99%
LNWWM
187
Laird Norton Wetherby Wealth Management
California
$436K 8,556
SCA
188
Snowden Capital Advisors
New York
$415K 8,162 -778 -9%
IC
189
IEQ Capital
California
$407K 7,989 +27 +0.3%
SWIG
190
Strategic Wealth Investment Group
Kentucky
$404K 7,934 +7,934 New
CPA
191
Cardiff Park Advisors
California
$403K 7,914 -804 -9%
CFO
192
Collective Family Office
Pennsylvania
$403K 7,921 +395 +5%
CWC
193
Carolinas Wealth Consulting
North Carolina
$402K 7,888 -132 -2%
PWM
194
Perigon Wealth Management
California
$400K 7,860 -1,605 -17%
AP
195
Adero Partners
California
$398K 7,819 -38 -0.5%
JIC
196
Johnson Investment Counsel
Ohio
$397K 7,804 +78 +1%
DACG
197
Donor Advised Charitable Giving
California
$396K 7,781 +43 +0.6%
WFA
198
Wellspring Financial Advisors
Ohio
$396K 7,788 +44 +0.6%
Lido Advisors
199
Lido Advisors
California
$394K 7,750 +750 +11%
AAS
200
Ameritas Advisory Services
Nebraska
$383K 7,525 -88 -1%