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Schwab Fundamental US Large Company Index ETF

302 hedge funds and large institutions have $5.87B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
5.3%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.44%
New
46
Increased
110
Reduced
77
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WT
276
Washington Trust
Rhode Island
$7K
TFS
277
TrustCore Financial Services
Tennessee
$7K +$7K +366 New
VCM
278
Versant Capital Management
Arizona
$7K +$7K +417 New
DAM
279
Delta Asset Management
Tennessee
$6K
Citigroup
280
Citigroup
New York
$6K
AF
281
Allworth Financial
California
$6K
TCWA
282
Ten Capital Wealth Advisors
Washington
$5K +$5K +291 New
HCP
283
Hexagon Capital Partners
Arkansas
$4K
CAAS
284
Capital Asset Advisory Services
Michigan
$4K
KA
285
Kozak & Associates
Colorado
$4K +$4K +189 New
ODG
286
O'Dell Group
Ohio
$4K +$4K +219 New
HI
287
Hudock Inc
Pennsylvania
$4K +$4K +276 New
GEA
288
Glen Eagle Advisors
New Jersey
$3.35K
FMP
289
Financial Management Professionals
Texas
$3K
SBL
290
Sargent Bickham Lagudis
Colorado
$3K
HWMA
291
Heritage Wealth Management (Arizona)
Arizona
$3K
ACA
292
Atlas Capital Advisors
Wyoming
$2.05K
FWM
293
Focused Wealth Management
New York
$2K -$1.95K -108 -49%
POIA
294
Pin Oak Investment Advisors
Texas
$2K
TFGT
295
TS Financial Group (TSFG)
Illinois
$2K
LWA
296
Lenox Wealth Advisors
New York
$2K +$2K +120 New
LIA
297
LBMC Investment Advisors
Tennessee
$1.03K -$157 -7,326 -13%
KFS
298
Kelly Financial Services
Massachusetts
$1.02K -$54.7K -3,045 -98%
TWA
299
TCI Wealth Advisors
Arizona
$1K
GWSG
300
GPS Wealth Strategies Group
Colorado
$1K