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Schwab Fundamental US Large Company Index ETF

196 hedge funds and large institutions have $4.2B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 48 closing their positions.

Holders
196
Holders Change
-26
Holders Change %
-11.71%
% of All Funds
4.33%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.42%
New
26
Increased
68
Reduced
67
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$2.17M +$751K +66,249 +53%
MAM
52
Madison Asset Management
Wisconsin
$2.11M -$40.5M -3,881,382 -95%
ECG
53
EPIQ Capital Group
California
$2.08M +$14.9K +1,425 +0.7%
SWM
54
Shakespeare Wealth Management
Wisconsin
$2.05M -$79.6K -7,623 -4%
FM
55
Foster & Motley
Ohio
$1.99M +$721K +69,024 +57%
AP
56
Adero Partners
California
$1.73M +$50.2K +4,803 +3%
CG
57
Colony Group
Massachusetts
$1.7M -$357K -34,161 -17%
BAM
58
Bellevue Asset Management
Washington
$1.64M -$143K -12,411 -8%
VFA
59
Valeo Financial Advisors
Indiana
$1.56M -$211K -18,531 -12%
C
60
Clearshares
New York
$1.55M +$39.3K +3,762 +3%
KCPG
61
Kavar Capital Partners Group
Kansas
$1.54M
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$1.46M +$922K +79,275 +170%
Creative Planning
63
Creative Planning
Kansas
$1.41M -$104K -9,966 -7%
CWM
64
Cedar Wealth Management
California
$1.34M +$440K +42,165 +49%
JWM
65
Janiczek Wealth Management
Colorado
$1.27M -$1.23M -117,864 -49%
CFO
66
CVA Family Office
Colorado
$1.27M -$363K -34,794 -22%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.23M +$190K +18,252 +18%
WCM
68
Whitener Capital Management
North Carolina
$1.15M +$75.2K +7,200 +7%
FWP
69
FAS Wealth Partners
Kansas
$1.11M -$188K -18,006 -15%
LPL Financial
70
LPL Financial
California
$1.08M +$38.3K +3,669 +4%
AF
71
Advisornet Financial
Minnesota
$929K -$18.2K -1,743 -2%
CFA
72
Cahill Financial Advisors
Minnesota
$927K +$19.1K +1,830 +2%
PA
73
PFG Advisors
Arizona
$918K +$6.66K +591 +0.7%
IIC
74
Ironwood Investment Counsel
Arizona
$885K +$7.2K +690 +0.8%
IC
75
InterOcean Capital
Illinois
$883K -$139K -13,266 -14%