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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 %
APW
251
Acima Private Wealth
Virginia
$13K -$4.12K -228 -24%
CIAS
252
Capital Investment Advisory Services
North Carolina
$11K -$45.3K -2,436 -80%
KFI
253
Key Financial Inc
Pennsylvania
$11K +$11K +606 New
TF
254
TimeScale Financial
Massachusetts
$11K +$11K +630 New
RF
255
Robbins Farley
New Hampshire
$10K
CA
256
Clearstead Advisors
Ohio
$8K -$1.38K -75 -15%
BCM
257
Blume Capital Management
California
$8K
ACA
258
Aptus Capital Advisors
Alabama
$8K
AF
259
Allworth Financial
California
$7K +$5.13K +264 +275%
FWM
260
Filbrandt Wealth Management
Wisconsin
$7K +$7K +360 New
WT
261
Washington Trust
Rhode Island
$7K +$7K +408 New
DAM
262
Delta Asset Management
Tennessee
$6K +$6K +306 New
Citigroup
263
Citigroup
New York
$6K +$6K +324 New
BFC
264
Bedel Financial Consulting
Indiana
$5K -$36.8K -2,100 -88%
SB
265
Strategic Blueprint
Georgia
$5K +$5K +279 New
CAAS
266
Capital Asset Advisory Services
Michigan
$4K
FWM
267
Focused Wealth Management
New York
$4K
HCP
268
Hexagon Capital Partners
Arkansas
$4K +$4K +228 New
GEA
269
Glen Eagle Advisors
New Jersey
$3.39K
FMP
270
Financial Management Professionals
Texas
$3K
SBL
271
Sargent Bickham Lagudis
Colorado
$3K
HWMA
272
Heritage Wealth Management (Arizona)
Arizona
$3K +$3K +150 New
ACA
273
Atlas Capital Advisors
Wyoming
$2.08K
TFGT
274
TS Financial Group (TSFG)
Illinois
$2K
POIA
275
Pin Oak Investment Advisors
Texas
$2K