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Schwab Fundamental US Large Company Index ETF

498 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+22
Holders Change %
+4.62%
% of All Funds
7.22%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.77%
New
62
Increased
229
Reduced
136
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
201
Clear Point Advisors
New York
$1.33M +$59.5K +2,649 +5%
AWS
202
Atria Wealth Solutions
New York
$1.33M +$543K +24,174 +69%
SPC
203
Sigma Planning Corp
Michigan
$1.3M +$807K +35,931 +163%
AWM
204
Angeles Wealth Management
California
$1.3M
AA
205
Addison Advisors
Vermont
$1.29M -$27.4K -1,218 -2%
FPAS
206
Focus Partners Advisor Solutions
Missouri
$1.29M +$45.7K +2,034 +4%
JCIA
207
Jackson Creek Investment Advisors
Colorado
$1.26M -$15.1K -672 -1%
NFG
208
Nations Financial Group
Iowa
$1.25M +$53.1K +2,364 +4%
FSWA
209
Financial Synergies Wealth Advisors
Texas
$1.2M +$36.9K +1,644 +3%
GAM
210
Gotham Asset Management
New York
$1.19M +$1.19M +52,923 New
FVWA
211
Foster Victor Wealth Advisors
South Carolina
$1.19M -$94.9K -4,323 -7%
PWA
212
Pillar Wealth Advisors
Pennsylvania
$1.17M +$2.29K +102 +0.2%
WFA
213
Wade Financial Advisory
California
$1.17M -$33.4K -1,485 -3%
OIA
214
OneDigital Investment Advisors
Kansas
$1.15M +$73.5K +3,270 +7%
IW
215
Imprint Wealth
South Carolina
$1.14M +$1.14M +50,982 New
KIA
216
KCM Investment Advisors
California
$1.13M
MSFS
217
Main Street Financial Solutions
Pennsylvania
$1.07M +$1.07M +47,838 New
Northern Trust
218
Northern Trust
Illinois
$1.07M +$625K +27,831 +140%
AP
219
Appleton Partners
Massachusetts
$1.04M +$394K +17,559 +61%
HI
220
Harbour Investments
Wisconsin
$1.03M +$415K +18,492 +68%
MCM
221
MidAtlantic Capital Management
Virginia
$1.01M +$56.9K +2,535 +6%
S
222
SignatureFD
Georgia
$1M +$363K +16,170 +57%
CPIG
223
Chicago Partners Investment Group
Illinois
$984K +$393K +18,057 +66%
AC
224
Avestar Capital
New York
$978K -$1.32M -58,692 -57%
Vanguard Group
225
Vanguard Group
Pennsylvania
$967K +$15K +666 +2%