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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 %
RJA
76
Raymond James & Associates
Florida
$869K -$272K -26,064 -24%
CMO
77
Covenant Multifamily Offices
Texas
$863K +$863K +82,623 New
FMWA
78
Forvis Mazars Wealth Advisors
Missouri
$815K -$120K -11,490 -13%
CA
79
Cambridge Advisors
Nebraska
$803K +$8.67K +831 +1%
Mariner
80
Mariner
Kansas
$759K +$202K +19,335 +36%
PI
81
Parkside Investments
Illinois
$682K -$219K -21,000 -24%
MWM
82
Madison Wealth Management
Ohio
$673K -$660K -63,168 -49%
NCM
83
Novare Capital Management
North Carolina
$663K -$95.6K -9,156 -13%
FVWA
84
Foster Victor Wealth Advisors
South Carolina
$622K +$15K +1,368 +2%
FFN
85
Focus Financial Network
Minnesota
$617K -$166K -15,909 -21%
RF
86
RHS Financial
California
$591K -$108K -10,320 -15%
3C
87
361 Capital
Colorado
$566K -$256K -24,468 -31%
LIA
88
LBMC Investment Advisors
Tennessee
$560K
SAM
89
SignalPoint Asset Management
Missouri
$460K -$251K -24,069 -35%
Jane Street
90
Jane Street
New York
$459K -$429K -41,109 -48%
HFA
91
Huber Financial Advisors
Illinois
$452K -$144K -13,785 -24%
SC
92
Savant Capital
Illinois
$452K +$452K +43,281 New
SCM
93
SOL Capital Management
Maryland
$439K
APSP
94
Asset Planning Services (Pennsylvania)
Pennsylvania
$432K +$3.1K +297 +0.7%
DWM
95
Destination Wealth Management
California
$429K -$5.2K -498 -1%
UCFA
96
United Capital Financial Advisors
Texas
$425K -$708K -67,791 -62%
BDF
97
Balasa Dinverno & Foltz
$385K
Truist Financial
98
Truist Financial
North Carolina
$381K +$6.65K +636 +2%
AIA
99
Arcadia Investment Advisors
Idaho
$380K
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$379K +$153K +14,685 +68%