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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 %
SSB
326
Sandy Spring Bank
Maryland
$14K +$12.4K +645 +796%
FCG
327
Financial Connections Group
California
$14K +$14K +759 New
CAL
328
Capital Advisors Ltd
Ohio
$13K -$2.42K -120 -16%
BWL
329
Bogart Wealth LLC
Virginia
$12K +$12K +636 New
GT
330
Glenmede Trust
Pennsylvania
$11K
RF
331
Robbins Farley
New Hampshire
$11K
TF
332
TimeScale Financial
Massachusetts
$10K -$1.86K -99 -16%
AAP
333
Arax Advisory Partners
Colorado
$10K +$10K +495 New
CIAS
334
Capital Investment Advisory Services
North Carolina
$9K
ACA
335
Aptus Capital Advisors
Alabama
$9K
CA
336
Clearstead Advisors
Ohio
$8K
WT
337
Washington Trust
Rhode Island
$8K
VCM
338
Versant Capital Management
Arizona
$8K
TFS
339
TrustCore Financial Services
Tennessee
$7K
Citigroup
340
Citigroup
New York
$7K +$368 +18 +6%
RDFA
341
Ritter Daniher Financial Advisory
Ohio
$7K +$7K +342 New
DAM
342
Delta Asset Management
Tennessee
$6K
CFCI
343
Comprehensive Financial Consultants Institutional
Indiana
$6K +$6K +366 New
HF
344
Halpern Financial
Virginia
$5.92K +$5.92K +303 New
BW
345
Bison Wealth
Georgia
$4K -$29.6K -1,509 -88%
BWM
346
BerganKDV Wealth Management
Minnesota
$4K -$27K -1,296 -87%
ODG
347
O'Dell Group
Ohio
$4K
KA
348
Kozak & Associates
Colorado
$4K
FAG
349
Fortitude Advisory Group
Washington
$4K +$4K +195 New
CWP
350
Concord Wealth Partners
Virginia
$4K +$4K +201 New