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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 %
PA
176
PFG Advisors
Arizona
$1.93M 28,805 -823 -3%
WF
177
Warner Financial
Maryland
$1.83M 27,337 +4,036 +17%
IC
178
IEQ Capital
California
$1.81M 26,987 +15,341 +132%
VNA
179
Valley National Advisers
Pennsylvania
$1.8M 26,948 -778 -3%
NA
180
NewEdge Advisors
Louisiana
$1.75M 26,169 +2,187 +9%
QCG
181
Quadrant Capital Group
Ohio
$1.66M 24,856 +1,530 +7%
SPWM
182
Schrum Private Wealth Management
Florida
$1.62M 24,220
ASN
183
Advisory Services Network
Georgia
$1.62M 24,132 +953 +4%
YWM
184
Yoder Wealth Management
California
$1.61M 23,979 -282 -1%
WEG
185
World Equity Group
Illinois
$1.57M 23,418 -18,408 -44%
SA
186
SpiderRock Advisors
Delaware
$1.56M 23,228 -12 -0.1%
IWM
187
IHT Wealth Management
Illinois
$1.55M 23,207 +1,739 +8%
SWM
188
Spire Wealth Management
Virginia
$1.55M 23,088 +56 +0.2%
GVAG
189
Great Valley Advisor Group
Delaware
$1.54M 23,043 +287 +1%
EWA
190
EP Wealth Advisors
California
$1.53M 22,892 +10,418 +84%
LIA
191
LBMC Investment Advisors
Tennessee
$1.53M 22,873
HG
192
Harbor Group
New Hampshire
$1.5M 22,431 -340 -1%
MAM
193
Madison Asset Management
Wisconsin
$1.46M 21,760
WA
194
Waverly Advisors
Alabama
$1.45M 21,682 +21,682 New
AWM
195
Angeles Wealth Management
California
$1.39M 20,716 +1,498 +8%
SPC
196
Sigma Planning Corp
Michigan
$1.38M 20,581 +1,278 +7%
AIA
197
Arcadia Investment Advisors
Idaho
$1.36M 20,305 -1,430 -7%
APC
198
Asset Planning Corporation
Tennessee
$1.36M 20,285 -3,987 -16%
BFM
199
Boston Financial Management
Massachusetts
$1.35M 20,121 -25 -0.1%
CPA
200
Clear Point Advisors
New York
$1.34M 19,976 +202 +1%