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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 %
YAL
51
Your Advocates Ltd
Texas
$8.88M 151,482 +2,626 +2%
KCPG
52
Kavar Capital Partners Group
Kansas
$8.48M 144,755 +2,388 +2%
RWM
53
Reston Wealth Management
Virginia
$7.98M 136,203 +7,378 +6%
BIA
54
Bell Investment Advisors
California
$6.8M 116,094 +17,979 +18%
JWM
55
Jackson Wealth Management
Florida
$6.65M 113,425 -5,316 -4%
TA
56
Tiedemann Advisors
New York
$6.5M 110,859 -4,586 -4%
SFP
57
Sterling Financial Planning
New Jersey
$6.12M 104,432 +302 +0.3%
GC
58
Gratus Capital
Georgia
$6.11M 104,170 -19,945 -16%
ZIMP
59
Zimmermann Investment Management & Planning
Pennsylvania
$5.74M 97,891 +97,891 New
FANJ
60
Financial Architects (New Jersey)
New Jersey
$5.58M 95,128 -2,870 -3%
BFA
61
BMS Financial Advisors
South Dakota
$5.5M 93,814 +93,814 New
HighTower Advisors
62
HighTower Advisors
Illinois
$5.44M 92,690 +48,335 +109%
FM
63
Foster & Motley
Ohio
$5.29M 90,230 -3,142 -3%
TWM
64
Tradition Wealth Management
Minnesota
$5.25M 89,555 +32,207 +56%
Mariner
65
Mariner
Kansas
$5.07M 86,517 -3,122 -3%
APA
66
American Portfolios Advisors
New York
$5.03M 85,867 +84,931 +9,074%
SWM
67
Shakespeare Wealth Management
Wisconsin
$5M 85,228 +6,395 +8%
BRWA
68
B. Riley Wealth Advisors
Florida
$4.99M 85,143 +77,781 +1,057%
CFA
69
Cahill Financial Advisors
Minnesota
$4.56M 77,792 +10,936 +16%
LAS
70
Lloyd Advisory Services
Georgia
$4.29M 73,107 +14 +0%
CST
71
Charles Schwab Trust
Nevada
$4.24M 72,360 -379,196 -84%
DSA
72
Droms Strauss Advisors
Missouri
$4.13M 70,497 -944 -1%
RTL
73
Red Tortoise LLC
Georgia
$4.05M 69,166 -4,419 -6%
CWA
74
Consilium Wealth Advisory
Texas
$3.64M 62,044 +62,044 New
MWM
75
Madison Wealth Management
Ohio
$3.51M 59,908 +5,005 +9%