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Schwab Fundamental US Large Company Index ETF

218 hedge funds and large institutions have $4.4B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 58 reducing their positions, and 17 closing their positions.

Holders
218
Holders Change
+28
Holders Change %
+14.74%
% of All Funds
3.87%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
45
Increased
77
Reduced
58
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFA
76
Cahill Financial Advisors
Minnesota
$1.13M 24,967 +2,431 +11%
AA
77
Addison Advisors
Vermont
$1.12M 24,745 +24,745 New
IIC
78
Ironwood Investment Counsel
Arizona
$1.11M 24,556 +945 +4%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$1.11M 24,389 +6,644 +37%
MCM
80
MAI Capital Management
Ohio
$1.1M 24,260 +24,260 New
JCIA
81
Jackson Creek Investment Advisors
Colorado
$1.04M 22,970 +1,693 +8%
CA
82
Cambridge Advisors
Nebraska
$1.03M 22,703 -1,318 -5%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$1.01M 22,331 +5,382 +32%
Renaissance Technologies
84
Renaissance Technologies
New York
$1.01M 22,200 +22,200 New
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$979K 20,880 -574 -3%
Comerica Bank
86
Comerica Bank
Texas
$902K 19,081 +5,401 +39%
HighTower Advisors
87
HighTower Advisors
Illinois
$889K 19,629 -13,176 -40%
FSWA
88
Financial Synergies Wealth Advisors
Texas
$866K 19,113 -27,360 -59%
FWP
89
FAS Wealth Partners
Kansas
$861K 19,002 -931 -5%
FVWA
90
Foster Victor Wealth Advisors
South Carolina
$858K 18,953 -123 -0.6%
LIA
91
LBMC Investment Advisors
Tennessee
$836K 18,459 +600 +3%
AP
92
Adero Partners
California
$818K 18,056 -589 -3%
TNA
93
True North Advisors
Texas
$781K 17,251 -3,541 -17%
CMO
94
Covenant Multifamily Offices
Texas
$751K 16,572 -261 -2%
FFN
95
Focus Financial Network
Minnesota
$742K 16,381 +1,293 +9%
BWM
96
BCS Wealth Management
Tennessee
$671K 14,824 +51 +0.3%
APSP
97
Asset Planning Services (Pennsylvania)
Pennsylvania
$637K 14,067 +75 +0.5%
UCFA
98
United Capital Financial Advisors
Texas
$630K 13,917 +2,805 +25%
SC
99
Savant Capital
Illinois
$615K 13,569 -69 -0.5%
SSC
100
Syverson Strege & Co
Iowa
$586K 12,943 +12,943 New