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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 %
TIM
351
Tortoise Investment Management
New York
$4K +$4K +213 New
GEA
352
Glen Eagle Advisors
New Jersey
$3.63K
FMP
353
Financial Management Professionals
Texas
$3K -$682 -30 -19%
SBL
354
Sargent Bickham Lagudis
Colorado
$3K
TFGT
355
TS Financial Group (TSFG)
Illinois
$3K
ACA
356
Atlas Capital Advisors
Wyoming
$2.23K
POIA
357
Pin Oak Investment Advisors
Texas
$2K
FWM
358
Focused Wealth Management
New York
$2K
AHIA
359
Andrew Hill Investment Advisors
Florida
$2K +$2K +120 New
EA
360
Evolution Advisers
Virginia
$2K +$2K +135 New
First Manhattan
361
First Manhattan
New York
$2K +$2K +150 New
TWA
362
TCI Wealth Advisors
Arizona
$1K
GWSG
363
GPS Wealth Strategies Group
Colorado
$1K
CFN
364
Cordasco Financial Network
Florida
$1K +$1K +60 New
CPIG
365
Chicago Partners Investment Group
Illinois
-$318K -16,467 Closed
JLBC
366
J.L. Bainbridge & Co
Florida
-$246K -13,674 Closed
SW
367
SteelPeak Wealth
California
-$218K -12,144 Closed
IC
368
Inscription Capital
Texas
-$204K -11,337 Closed
CIC
369
Carnegie Investment Counsel
Ohio
-$201K -11,160 Closed
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
-$54K -3,015 Closed
DOA
371
D'Orazio & Associates
Virginia
-$46K -2,547 Closed
JPLA
372
Joseph P. Lucia & Associates
New York
-$39K -2,175 Closed
GKWIM
373
Gerber Kawasaki Wealth & Investment Management
California
-$23K -1,446 Closed
RG
374
Retirement Group
California
-$23K -1,281 Closed
Barclays
375
Barclays
United Kingdom
-$22K -1,236 Closed