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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 %
S
301
SignatureFD
Georgia
$40K +$11.1K +564 +38%
RFA
302
Reilly Financial Advisors
California
$37K +$12.8K +651 +53%
Franklin Resources
303
Franklin Resources
California
$36K
AF
304
Allworth Financial
California
$36K +$28.9K +1,461 +406%
LWA
305
Lenox Wealth Advisors
New York
$36K +$33.6K +1,701 +1,418%
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$34K +$34K +1,746 New
CTC
307
Central Trust Company
Missouri
$33K
WFA
308
WestHill Financial Advisors
California
$31K
CIA
309
Choate Investment Advisors
Massachusetts
$29K
AWM
310
Avior Wealth Management
Nebraska
$29K +$8.38K +435 +41%
IRC
311
Investors Research Corp
Georgia
$28K
RP
312
Rice Partnership
Hawaii
$27K
KFI
313
Key Financial Inc
Pennsylvania
$26K
MHR
314
Matthew Hamilton Rosenberg
$26K
MA
315
MUFG Americas
New York
$25K -$69.8K -3,558 -74%
BlackRock
316
BlackRock
New York
$23K -$17.3K -867 -43%
ATC
317
Adirondack Trust Company
New York
$23K
PMFA
318
Plante Moran Financial Advisors
Michigan
$23K
National Bank of Canada
319
National Bank of Canada
Quebec, Canada
$23K +$23K +1,173 New
HPC
320
HM Payson & Co
Maine
$21K -$27.4K -1,392 -57%
HS
321
Horan Securities
United States
$21K +$21K +1,095 New
SMA
322
Sage Mountain Advisors
Georgia
$20K +$20K +1,017 New
RIM
323
Rockbridge Investment Management
New York
$19K
HFS
324
Hantz Financial Services
Michigan
$19K +$5.71K +285 +43%
APW
325
Acima Private Wealth
Virginia
$14K