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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 %
BWM
276
Baystate Wealth Management
Massachusetts
$88K +$10.5K +540 +14%
AIA
277
Angeles Investment Advisors
California
$86K +$86K +4,380 New
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$86K +$86K +4,404 New
UB
279
UMB Bank
Missouri
$85K +$85K +4,344 New
BNP Paribas Financial Markets
280
BNP Paribas Financial Markets
France
$84K +$84K +4,302 New
CFGS
281
Concourse Financial Group Securities
Alabama
$84K +$84K +4,290 New
EVM
282
Eaton Vance Management
Massachusetts
$80K +$2.8K +144 +4%
ADL
283
Asset Dedication LLC
California
$75K +$6.14K +315 +9%
MP
284
McDonald Partners
Ohio
$72.4K +$72.4K +3,705 New
ACM
285
Absolute Capital Management
Pennsylvania
$72.4K +$72.4K +3,705 New
Qube Research & Technologies (QRT)
286
Qube Research & Technologies (QRT)
United Kingdom
$72K -$23.5K -1,209 -25%
WWM
287
Wolff Wiese Magana
California
$72K
OSAM
288
O'Shaughnessy Asset Management
Connecticut
$71K -$2.51K -129 -3%
HIA
289
Harbor Investment Advisory
Maryland
$66K
BWA
290
BDO Wealth Advisors
Florida
$65K
SIC
291
Salem Investment Counselors
North Carolina
$59K
JFA
292
JNBA Financial Advisors
Minnesota
$58K +$4.95K +252 +9%
SFPG
293
Stonebridge Financial Planning Group
Florida
$55K
CFD
294
Creative Financial Designs
Indiana
$52K +$52K +2,682 New
HI
295
Harbour Investments
Wisconsin
$51K +$42.1K +2,157 +473%
JWBC
296
John W. Brooker & Co
California
$49K -$13.5K -690 -22%
MFA
297
McClarren Financial Advisors
Pennsylvania
$49K +$293 +15 +0.6%
JPMorgan Chase & Co
298
JPMorgan Chase & Co
New York
$45K +$21.4K +1,086 +91%
ME
299
McIlrath & Eck
Washington
$42K -$15.2K -780 -27%
Koshinski Asset Management
300
Koshinski Asset Management
Illinois
$40.3K