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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 %
CSIA
1
Charles Schwab Investment Advisory
California
$5.69B 111,841,517 +21,685,343 +24%
ML
2
McAdam LLC
Pennsylvania
$101M 1,991,709 -83,242 -4%
GWS
3
Glassman Wealth Services
Virginia
$68.3M 1,341,860 +14,130 +1%
NB
4
Northwest Bancshares
Pennsylvania
$66.9M 1,314,059 +60,080 +5%
WTA
5
Washington Trust Advisors
Massachusetts
$51.5M 1,011,441 +65,105 +7%
Bank of America
6
Bank of America
North Carolina
$45.8M 898,913 -91,812 -9%
Morgan Stanley
7
Morgan Stanley
New York
$45.3M 889,379 -60,432 -6%
LF
8
Lee Financial
Texas
$38.2M 750,507 +163,844 +28%
KLI
9
Kelman-Lazarov Inc
Tennessee
$37.6M 739,599 -47,085 -6%
TWM
10
Tanglewood Wealth Management
Texas
$34.4M 675,637 +72,178 +12%
AA
11
Ashford Advisors
New York
$34.4M 675,389 +183,101 +37%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$32.2M 633,451 -434,439 -41%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$31.5M 618,439 -16,069,441 -96%
Ameriprise
14
Ameriprise
Minnesota
$30.2M 593,265 +4,992 +0.8%
CC
15
Callan Capital
California
$29.1M 572,485 -170,097 -23%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$29.1M 571,720 +20,968 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$28.2M 553,901 -7,911,192 -93%
AFA
18
Arlington Financial Advisors
California
$27.5M 540,315 +11,803 +2%
UBS Group
19
UBS Group
Switzerland
$26.2M 513,983 +43,963 +9%
GAM
20
Gemmer Asset Management
California
$25.8M 506,809 +3,898 +0.8%
OFG
21
Oxford Financial Group
Indiana
$24.1M 472,992 -27,860 -6%
BWL
22
Bogart Wealth LLC
Virginia
$23.8M 467,752 +467,649 +454,028%
Creative Planning
23
Creative Planning
Kansas
$19.8M 389,715 +52,916 +16%
QCG
24
Quadrant Capital Group
Ohio
$19.4M 381,198 +66,773 +21%
LNC
25
Lincoln National Corp
Pennsylvania
$19.2M 376,372 -3,710 -1%