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Schwab Fundamental US Large Company Index ETF

412 hedge funds and large institutions have $9.31B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 104 reducing their positions, and 37 closing their positions.

Holders
412
Holders Change
+26
Holders Change %
+6.74%
% of All Funds
6.5%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
67
Increased
172
Reduced
104
Closed
37
Calls
$265K
Puts
Net Calls
+$265K
Net Calls Change
+$23K
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$7.06B 122,628,440 +1,971,264 +2%
SEIA
2
Signature Estate & Investment Advisors
California
$148M 2,571,532 +183,898 +8%
ML
3
McAdam LLC
Pennsylvania
$128M 2,216,821 +110,337 +5%
NB
4
Northwest Bancshares
Pennsylvania
$119M 2,058,979 +148,577 +8%
GWS
5
Glassman Wealth Services
Virginia
$82.4M 1,431,996 -13,975 -1%
CC
6
Callan Capital
California
$54.1M 940,277 +247,487 +36%
Morgan Stanley
7
Morgan Stanley
New York
$52.5M 911,187 +43,782 +5%
LF
8
Lee Financial
Texas
$48.6M 843,410 +75,489 +10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$47.3M 822,219 -78,342 -9%
KLI
10
Kelman-Lazarov Inc
Tennessee
$44.8M 777,914 +21,940 +3%
Bank of America
11
Bank of America
North Carolina
$42M 728,933 -2,952 -0.4%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$41.3M 716,741 -13,377 -2%
Ameriprise
13
Ameriprise
Minnesota
$40.9M 711,098 +359,016 +102%
GAM
14
Gemmer Asset Management
California
$40.2M 698,143 +46,453 +7%
PAG
15
Private Advisor Group
New Jersey
$39.5M 660,910 +8,310 +1%
TWM
16
Tanglewood Wealth Management
Texas
$38.5M 668,070 +61,344 +10%
AA
17
Ashford Advisors
New York
$36.2M 628,107 -24,918 -4%
BIA
18
Bell Investment Advisors
California
$36M 625,631 +73,459 +13%
CST
19
Charles Schwab Trust
Nevada
$35.8M 659,948 +11,689 +2%
KHC
20
Koesten Hirschmann & Crabtree
Kansas
$35.2M 611,449 -2,851 -0.5%
RWM
21
Reston Wealth Management
Virginia
$34.6M 601,567 +14,122 +2%
CCMG
22
Clark Capital Management Group
Pennsylvania
$31.1M 540,287 +104,702 +24%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$30.4M 528,706 +67,537 +15%
Osaic Holdings
24
Osaic Holdings
Arizona
$29.5M 513,080 -1,818 -0.4%
AFA
25
Arlington Financial Advisors
California
$29.4M 510,278 +6,571 +1%