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Schwab Fundamental US Large Company Index ETF

362 hedge funds and large institutions have $7.5B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 136 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+60
Holders Change %
+19.87%
% of All Funds
5.59%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.56%
New
89
Increased
136
Reduced
79
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
YIH
226
Y-Intercept (HK)
Hong Kong
$287K +$287K +14,700 New
SWP
227
Strategic Wealth Partners
Ohio
$283K
Baird Financial Group
228
Baird Financial Group
Wisconsin
$281K +$281K +14,379 New
MG
229
Mather Group
Illinois
$280K +$3.05K +156 +1%
PCMK
230
Paragon Capital Management (Kansas)
Kansas
$268K
CA
231
CapWealth Advisors
Tennessee
$267K
S
232
SimplyRich
California
$265K
Luther King Capital Management (LKCM)
233
Luther King Capital Management (LKCM)
Texas
$264K -$243K
RC
234
Randolph Company
Ohio
$264K
TYCC
235
Texas Yale Capital Corp
Florida
$258K
MSA
236
Marino Stram & Associates
Massachusetts
$255K -$9.49K -486 -4%
DFA
237
DHJJ Financial Advisors
Illinois
$253K +$176 +9 +0.1%
CA
238
Calton & Associates
Florida
$247K -$9.6K -492 -4%
SIM
239
Studio Investment Management
Illinois
$246K +$59 +3 +0%
HWM
240
HB Wealth Management
Georgia
$243K +$243K +12,453 New
DY
241
Dowling & Yahnke
California
$242K
CFO
242
Collective Family Office
Pennsylvania
$240K +$240K +12,309 New
PA
243
Pinnacle Associates
New York
$238K
Bessemer Group
244
Bessemer Group
New Jersey
$238K +$238K +12,204 New
AA
245
Aufman Associates
Pennsylvania
$235K
NEGWA
246
New England Guild Wealth Advisors
Connecticut
$234K +$763 +39 +0.3%
E
247
ETFidea
New York
$234K +$234K +11,967 New
LGWM
248
Litman Gregory Wealth Management
California
$233K -$23.9K -1,224 -9%
WWM
249
Western Wealth Management
Colorado
$233K +$233K +11,865 New
Fisher Asset Management
250
Fisher Asset Management
Washington
$226K +$226K +11,568 New