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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 %
IWC
201
Integrated Wealth Concepts
Massachusetts
$1.34M 19,967 -37 -0.2%
HIM
202
Harbour Investment Management
Washington
$1.33M 19,797
FPAS
203
Focus Partners Advisor Solutions
Missouri
$1.31M 19,625 +538 +3%
SIC
204
Salem Investment Counselors
North Carolina
$1.31M 19,501 -590 -3%
JCIA
205
Jackson Creek Investment Advisors
Colorado
$1.31M 19,484 +780 +4%
BFG
206
Berger Financial Group
Minnesota
$1.29M 19,224 -6,084 -24%
KWA
207
Kingswood Wealth Advisors
California
$1.27M 18,984 +994 +6%
AA
208
Addison Advisors
Vermont
$1.26M 18,885 -230 -1%
FVWA
209
Foster Victor Wealth Advisors
South Carolina
$1.25M 17,832 -201 -1%
WIP
210
WealthCare Investment Partners
Rhode Island
$1.23M 18,325 +5,094 +39%
AAS
211
Ameritas Advisory Services
Nebraska
$1.21M 18,096 +3,583 +25%
FSWA
212
Financial Synergies Wealth Advisors
Texas
$1.2M 17,929 +99 +0.6%
PWM
213
Perigon Wealth Management
California
$1.16M 17,267 +3,146 +22%
Citadel Advisors
214
Citadel Advisors
Florida
$1.15M 17,171 +4,229 +33%
WFA
215
Wade Financial Advisory
California
$1.14M 17,088 -235 -1%
KIA
216
KCM Investment Advisors
California
$1.12M 16,709
CPIG
217
Chicago Partners Investment Group
Illinois
$1.11M 16,019 +938 +6%
P
218
&Partners
Tennessee
$1.1M 16,423 +16,423 New
NFG
219
Nations Financial Group
Iowa
$1.08M 16,163 -2,420 -13%
MCM
220
MidAtlantic Capital Management
Virginia
$1.08M 16,124 +1,098 +7%
Vanguard Group
221
Vanguard Group
Pennsylvania
$1.03M 15,371 +1,023 +7%
S
222
SignatureFD
Georgia
$1.03M 15,315 +423 +3%
HI
223
Harbour Investments
Wisconsin
$1.02M 15,259
AWS
224
Atria Wealth Solutions
New York
$996K 14,833 -4,895 -25%
CPRC
225
Consolidated Portfolio Review Corp
New York
$989K 14,770 +14,770 New