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Schwab Fundamental US Large Company Index ETF

396 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
6.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
70
Increased
179
Reduced
83
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
401
Calton & Associates
Florida
-$247K -12,654 Closed
LGWM
402
Litman Gregory Wealth Management
California
-$233K -11,916 Closed
WWM
403
Western Wealth Management
Colorado
-$233K -11,865 Closed
TSS
404
Two Sigma Securities
New York
-$218K -11,139 Closed
AIA
405
Angeles Investment Advisors
California
-$86K -4,380 Closed
BNP Paribas Financial Markets
406
BNP Paribas Financial Markets
France
-$84K -4,302 Closed
EVM
407
Eaton Vance Management
Massachusetts
-$80K -4,110 Closed
ACM
408
Absolute Capital Management
Pennsylvania
-$72.4K -3,705 Closed
MP
409
McDonald Partners
Ohio
-$72.4K -3,705 Closed
SFPG
410
Stonebridge Financial Planning Group
Florida
-$55K -2,862 Closed
LWA
411
Lenox Wealth Advisors
New York
-$36K -1,821 Closed
Franklin Resources
412
Franklin Resources
California
-$36K -1,818 Closed
FMII
413
Farmers & Merchants Investments Inc
Nebraska
-$34K -1,746 Closed
AWM
414
Avior Wealth Management
Nebraska
-$29K -1,506 Closed
SMA
415
Sage Mountain Advisors
Georgia
-$20K -1,017 Closed
VCM
416
Versant Capital Management
Arizona
-$8K -417 Closed
CFCI
417
Comprehensive Financial Consultants Institutional
Indiana
-$6K -366 Closed
TFS
418
TrustCore Financial Services
Tennessee
-$7K -366 Closed
DAM
419
Delta Asset Management
Tennessee
-$6K -306 Closed
BW
420
Bison Wealth
Georgia
-$4K -204 Closed
BWM
421
BerganKDV Wealth Management
Minnesota
-$4K -192 Closed
EA
422
Evolution Advisers
Virginia
-$2K -135 Closed
AHIA
423
Andrew Hill Investment Advisors
Florida
-$2K -120 Closed
POIA
424
Pin Oak Investment Advisors
Texas
-$2K -84 Closed
CFN
425
Cordasco Financial Network
Florida
-$1K -60 Closed