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Schwab Fundamental US Large Company Index ETF

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$9.37B 130,624,355 +317,581 +0.2%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$333M 4,641,312 +313,382 +7%
SEIA
3
Signature Estate & Investment Advisors
California
$229M 3,196,535 +501,854 +19%
ML
4
McAdam LLC
Pennsylvania
$209M 2,916,821 +165,937 +6%
Ameriprise
5
Ameriprise
Minnesota
$167M 2,332,656 +251,602 +12%
NB
6
Northwest Bancshares
Pennsylvania
$149M 2,073,044 -26,435 -1%
SCM
7
Steele Capital Management
Iowa
$143M 1,985,873 +9,950 +0.5%
GWS
8
Glassman Wealth Services
Virginia
$108M 1,500,693 +10,116 +0.7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$106M 1,481,957 +185,256 +14%
Morgan Stanley
10
Morgan Stanley
New York
$91.1M 1,269,402 +66,831 +6%
CC
11
Callan Capital
California
$87.5M 1,218,711 +5,216 +0.4%
Bank of America
12
Bank of America
North Carolina
$75.6M 1,053,701 +129,346 +14%
CST
13
Charles Schwab Trust
Nevada
$64.5M 898,580 +47,613 +6%
LF
14
Lee Financial
Texas
$59.7M 832,515 -3,505 -0.4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$59.5M 828,850 +80,942 +11%
KLI
16
Kelman-Lazarov Inc
Tennessee
$58.1M 809,774 +9,321 +1%
GAM
17
Gemmer Asset Management
California
$56.7M 790,050 +17,938 +2%
UBS Group
18
UBS Group
Switzerland
$53.8M 749,622 +133,012 +22%
PAG
19
Private Advisor Group
New Jersey
$49.7M 692,174 -2,714 -0.4%
BIA
20
Bell Investment Advisors
California
$49.2M 685,216 -8,275 -1%
RWM
21
Reston Wealth Management
Virginia
$48.4M 674,082 +19,239 +3%
AA
22
Ashford Advisors
New York
$48.1M 669,760 -215 -0%
Osaic Holdings
23
Osaic Holdings
Arizona
$44.7M 623,494 -440 -0.1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$42.3M 589,254 -17,097 -3%
TWM
25
Tanglewood Wealth Management
Texas
$42.2M 588,241 -12,519 -2%