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Schwab Fundamental US Large Company Index ETF

280 hedge funds and large institutions have $5.77B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+23
Holders Change %
+8.95%
% of All Funds
4.89%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
40
Increased
123
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$47K +$11.9K +657 +34%
MFA
227
McClarren Financial Advisors
Pennsylvania
$45K +$45K +2,496 New
BW
228
Bison Wealth
Georgia
$44K +$55 +3 +0.1%
BlackRock
229
BlackRock
New York
$43K -$10.2K -552 -19%
IA
230
IFP Advisors
Florida
$41K +$37.8K +2,091 +1,162%
CIA
231
Choate Investment Advisors
Massachusetts
$41K +$41K +2,244 New
JPLA
232
Joseph P. Lucia & Associates
New York
$40K
Franklin Resources
233
Franklin Resources
California
$33K -$16.5K -909 -33%
CTC
234
Central Trust Company
Missouri
$31K
OSAM
235
O'Shaughnessy Asset Management
Connecticut
$31K +$2.33K +126 +8%
S
236
SignatureFD
Georgia
$27K +$9.73K +531 +56%
RP
237
Rice Partnership
Hawaii
$25K +$25K +1,359 New
RG
238
Retirement Group
California
$23K
JPMorgan Chase & Co
239
JPMorgan Chase & Co
New York
$22K -$3.15K -171 -13%
JWBC
240
John W. Brooker & Co
California
$22K +$9.49K +519 +76%
ATC
241
Adirondack Trust Company
New York
$21K
PMFA
242
Plante Moran Financial Advisors
Michigan
$21K
HS
243
Horan Securities
United States
$20K
RFA
244
Reilly Financial Advisors
California
$20K +$20K +1,092 New
KFS
245
Kelly Financial Services
Massachusetts
$19K +$18.7K +3,045 +5,342%
RIM
246
Rockbridge Investment Management
New York
$18K
JCM
247
Jacobi Capital Management
Pennsylvania
$18K
HFS
248
Hantz Financial Services
Michigan
$17K +$543 +30 +3%
SIM
249
Sonora Investment Management
Arizona
$14K
CAL
250
Capital Advisors Ltd
Ohio
$14K