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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.

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 Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$8.62B 127,923,658 +2,406,870 +2%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$203M 3,019,066 +204,998 +7%
SEIA
3
Signature Estate & Investment Advisors
California
$179M 2,660,933 -56,321 -2%
ML
4
McAdam LLC
Pennsylvania
$174M 2,584,983 +152,141 +6%
Ameriprise
5
Ameriprise
Minnesota
$169M 2,508,009 +1,542,531 +160%
NB
6
Northwest Bancshares
Pennsylvania
$140M 2,084,640 +40,927 +2%
SCM
7
Steele Capital Management
Iowa
$133M 1,972,119 +53,726 +3%
GWS
8
Glassman Wealth Services
Virginia
$99.8M 1,480,915 +19,745 +1%
Charles Schwab
9
Charles Schwab
California
$81.1M 1,202,868 +1,202,868 New
CC
10
Callan Capital
California
$79.8M 1,183,791 -25,283 -2%
Morgan Stanley
11
Morgan Stanley
New York
$79M 1,172,935 -808,457 -41%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$75.5M 1,119,722 -33,118 -3%
Bank of America
13
Bank of America
North Carolina
$61.7M 915,629 -24,037 -3%
CST
14
Charles Schwab Trust
Nevada
$57.4M 851,197 +98,734 +13%
LF
15
Lee Financial
Texas
$54.5M 809,131 -6,511 -0.8%
KLI
16
Kelman-Lazarov Inc
Tennessee
$54M 800,588 +7,122 +0.9%
GAM
17
Gemmer Asset Management
California
$49.7M 736,946 +9,477 +1%
BIA
18
Bell Investment Advisors
California
$48.9M 725,726 +3,086 +0.4%
AA
19
ALPS Advisors
Colorado
$46.9M 695,625 -12,205 -2%
PAG
20
Private Advisor Group
New Jersey
$46M 682,384 +24,939 +4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$45.3M 672,395 +581,648 +641%
AA
22
Ashford Advisors
New York
$44.8M 664,835 +93,634 +16%
RWM
23
Reston Wealth Management
Virginia
$43.9M 651,669 +15,658 +2%
TWM
24
Tanglewood Wealth Management
Texas
$40.3M 598,247 -62,745 -9%
CAN
25
Cetera Advisor Networks
California
$40M 593,835 +101,403 +21%