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Schwab Fundamental US Large Company Index ETF

280 hedge funds and large institutions have $5.77B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
280
Holders Change
+23
Holders Change %
+8.95%
% of All Funds
4.89%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
40
Increased
123
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$6.59M 360,693 +639 +0.2%
SFP
52
Sterling Financial Planning
New Jersey
$5.76M 315,612 -1,020 -0.3%
FANJ
53
Financial Architects (New Jersey)
New Jersey
$5.42M 297,384 +45 +0%
FC
54
FCA Corp
Texas
$5.33M 292,260 +11,733 +4%
GW
55
GW & Wade
Massachusetts
$5.18M 283,920 +270,636 +2,037%
Mariner
56
Mariner
Kansas
$4.99M 273,765 +28,593 +12%
FM
57
Foster & Motley
Ohio
$4.85M 265,812 +10,464 +4%
RF
58
RHS Financial
California
$4.53M 248,229 +76,473 +45%
SWM
59
Shakespeare Wealth Management
Wisconsin
$4.43M 240,339 -21,867 -8%
DSA
60
Droms Strauss Advisors
Missouri
$4.2M 231,417 +5,454 +2%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$3.83M 209,763 +77,805 +59%
LAS
62
Lloyd Advisory Services
Georgia
$3.58M 196,179 +196,179 New
Prudential Financial
63
Prudential Financial
New Jersey
$3.46M 189,501 +42,648 +29%
CFA
64
Cahill Financial Advisors
Minnesota
$3.42M 187,401 +78,630 +72%
MWM
65
Madison Wealth Management
Ohio
$2.87M 157,452 +34,038 +28%
TWM
66
Tradition Wealth Management
Minnesota
$2.72M 149,025 +147,675 +10,939%
CFA
67
Carroll Financial Associates
North Carolina
$2.64M 144,999 -6,450 -4%
VNA
68
Valley National Advisers
Pennsylvania
$2.54M 139,167 -1,146 -0.8%
SWMG
69
Strategic Wealth Management Group
Maryland
$2.5M 137,154 +81 +0.1%
HighTower Advisors
70
HighTower Advisors
Illinois
$2.28M 124,947 +64,743 +108%
VFA
71
Valeo Financial Advisors
Indiana
$2.24M 122,709 +42 +0%
APW
72
Austin Private Wealth
Texas
$2.22M 121,479 +121,479 New
KCPG
73
Kavar Capital Partners Group
Kansas
$2.21M 121,125 -675 -0.6%
CS
74
Comerica Securities
Michigan
$2.16M 118,266 +68,493 +138%
CWM
75
Cedar Wealth Management
California
$2.15M 118,053 -8,121 -6%