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Schwab Fundamental US Large Company Index ETF

354 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 152 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
6.12%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
0.67%
New
34
Increased
152
Reduced
102
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$5.58B 116,880,099 +5,038,582 +5%
ML
2
McAdam LLC
Pennsylvania
$98.8M 2,068,672 +76,963 +4%
GWS
3
Glassman Wealth Services
Virginia
$64.9M 1,358,412 +16,552 +1%
NB
4
Northwest Bancshares
Pennsylvania
$63.2M 1,323,821 +9,762 +0.7%
WTA
5
Washington Trust Advisors
Massachusetts
$51.2M 1,071,637 +60,196 +6%
Morgan Stanley
6
Morgan Stanley
New York
$43.9M 919,103 +29,724 +3%
Bank of America
7
Bank of America
North Carolina
$39.6M 829,988 -68,925 -8%
LF
8
Lee Financial
Texas
$36.3M 760,679 +10,172 +1%
KLI
9
Kelman-Lazarov Inc
Tennessee
$35.6M 745,381 +5,782 +0.8%
AA
10
Ashford Advisors
New York
$32.1M 672,994 -2,395 -0.4%
TWM
11
Tanglewood Wealth Management
Texas
$31.6M 661,608 -14,029 -2%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$29M 606,662 -26,789 -4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$28.2M 590,589 -27,850 -5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$28.1M 588,523 +16,803 +3%
GAM
15
Gemmer Asset Management
California
$25.2M 527,514 +20,705 +4%
AFA
16
Arlington Financial Advisors
California
$25.2M 527,401 -12,914 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$24.9M 522,198 -31,703 -6%
UBS Group
18
UBS Group
Switzerland
$23.9M 499,767 -14,216 -3%
Ameriprise
19
Ameriprise
Minnesota
$23.2M 485,274 -107,991 -18%
CC
20
Callan Capital
California
$22.9M 479,482 -93,003 -16%
OFG
21
Oxford Financial Group
Indiana
$22.3M 467,005 -5,987 -1%
CW
22
Connectus Wealth
Ohio
$21.9M 458,036 +152,998 +50%
LRIA
23
Leonard Rickey Investment Advisors
Washington
$18.7M 391,338 +17,013 +5%
Creative Planning
24
Creative Planning
Kansas
$18.5M 388,039 -1,676 -0.4%
LNC
25
Lincoln National Corp
Pennsylvania
$18.2M 381,309 +4,937 +1%