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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.

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 Market Value Shares Shares
Change
Shares
Change %
TWM
26
Tanglewood Wealth Management
Texas
$20.4M 347,496 +32,103 +10%
UBS Group
27
UBS Group
Switzerland
$20.1M 342,654 +8,957 +3%
Creative Planning
28
Creative Planning
Kansas
$18.8M 320,679 -5,113 -2%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$17M 290,673 +13,244 +5%
RCA
30
Resonant Capital Advisors
Wisconsin
$16.9M 288,141 +10,908 +4%
KAS
31
Kestra Advisory Services
Texas
$16.9M 288,151 +66,140 +30%
RC
32
RegentAtlantic Capital
New Jersey
$16.1M 275,420 -10,292 -4%
SL
33
Systelligence LLC
Minnesota
$15.9M 271,177 -31,487 -10%
QCG
34
Quadrant Capital Group
Ohio
$15.7M 268,317 +11,145 +4%
BCWM
35
Bartlett & Co Wealth Management
Ohio
$15M 256,224 +10,593 +4%
BC
36
Bartlett & Co
Ohio
$15M 256,224 +10,593 +4%
CWM
37
Cabot Wealth Management
Massachusetts
$14.2M 242,866 +21,707 +10%
FCM
38
Firestone Capital Management
Florida
$13.6M 232,367 +21,412 +10%
MWP
39
Moller Wealth Partners
$13.2M 224,823 -3,873 -2%
NCM
40
Northland Capital Management
Minnesota
$13.2M 224,674 +224,674 New
CCA
41
Cobblestone Capital Advisors
New York
$12.4M 211,154 -3,644 -2%
AIA
42
Arcadia Investment Advisors
Idaho
$11.9M 203,785 -4,366 -2%
PC
43
Prairiewood Capital
North Dakota
$11.8M 201,216 +6,440 +3%
OWM
44
Opes Wealth Management
California
$11.7M 200,443 -17,134 -8%
WPIC
45
White Pine Investment Company
Michigan
$11.3M 193,340 -1,317 -0.7%
BWA
46
Burt Wealth Advisors
Maryland
$11.3M 191,978 +18,087 +10%
CPC
47
Consolidated Planning Corp
Georgia
$10.4M 176,638 +2,159 +1%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$9.87M 168,341 +15,400 +10%
RF
49
RHS Financial
California
$8.99M 153,326 +48,378 +46%
PWSG
50
Pacific Wealth Strategies Group
California
$8.95M 152,631 +12,230 +9%