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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 %
EAM
201
Evanson Asset Management
California
$382K 7,505 +119 +2%
VCM
202
Vigilant Capital Management
Maine
$358K 7,036
PA
203
Parallel Advisors
California
$356K 6,998
NDSI
204
Newman Dignan & Sheerar Inc
Rhode Island
$355K 6,966 -488 -7%
CBFP
205
Cedar Brook Financial Partners
Ohio
$352K 6,921 -7,086 -51%
BDF
206
Balasa Dinverno & Foltz
$346K 6,797
WG
207
Welch Group
Alabama
$346K 6,794
GVAG
208
Great Valley Advisor Group
Delaware
$345K 6,771 +6,771 New
BPA
209
Beacon Pointe Advisors
California
$341K 6,700 -4,445 -40%
CW
210
CreativeOne Wealth
Kansas
$335K 6,590 +35 +0.5%
LWAC
211
Laurel Wealth Advisors (California)
California
$331K 6,510 -400 -6%
SWP
212
Strategic Wealth Partners
Ohio
$322K 6,325 +1,500 +31%
BEAM
213
Baker Ellis Asset Management
Washington
$321K 6,300 -500 -7%
OPS
214
Orion Portfolio Solutions
Nebraska
$313K 6,155 -2,025,321 -100%
IWC
215
Integrated Wealth Concepts
Massachusetts
$308K 6,047 -7,208 -54%
AWA
216
Arete Wealth Advisors
Illinois
$306K 4,263 -3,345 -44%
William Blair & Company
217
William Blair & Company
Illinois
$301K 5,916 -991 -14%
Northern Trust
218
Northern Trust
Illinois
$296K 5,816 -1,195 -17%
HWM
219
HB Wealth Management
Georgia
$296K 5,820 +129 +2%
ACA
220
Ackerman Capital Advisors
Texas
$291K 5,720 +435 +8%
LGWM
221
Litman Gregory Wealth Management
California
$285K 5,607 +5,607 New
AWS
222
Atria Wealth Solutions
New York
$282K 5,534 -127,870 -96%
AWM
223
Aspire Wealth Management
Massachusetts
$276K 5,424 -111 -2%
SWM
224
Stockman Wealth Management
Montana
$274K 5,380 +1,520 +39%
HR
225
Howe & Rusling
New York
$272K 5,341 +623 +13%