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Schwab Fundamental US Large Company Index ETF

257 hedge funds and large institutions have $5.19B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 92 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 16

46% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 63

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

18% more capital invested

Capital invested by funds: $4.4B → $5.19B (+$795M)

18% more funds holding

Funds holding: 218257 (+39)

1.6% less ownership

Funds ownership: 244.59%242.99% (-1.6%)

Holders
257
Holders Change
+39
Holders Change %
+17.89%
% of All Funds
4.51%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.42%
New
58
Increased
92
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
76
Whitener Capital Management
North Carolina
$1.8M -$57.7K -3,540 -3%
SWM
77
Spire Wealth Management
Virginia
$1.66M +$1.57M +96,396 New
JWM
78
Janiczek Wealth Management
Colorado
$1.61M -$32.9K -2,016 -2%
HG
79
Harbor Group
New Hampshire
$1.61M -$50.2K -3,081 -3%
PA
80
PFG Advisors
Arizona
$1.59M +$65.3K +4,008 +5%
AF
81
Advisornet Financial
Minnesota
$1.47M -$58.3K -3,579 -4%
APC
82
Asset Planning Corporation
Tennessee
$1.37M -$32.5K -1,995 -2%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$1.37M +$204K +12,489 +19%
MAM
84
Madison Asset Management
Wisconsin
$1.36M -$9.11M -559,164 -88%
CFO
85
CVA Family Office
Colorado
$1.35M +$49 +3 +0%
IIC
86
Ironwood Investment Counsel
Arizona
$1.31M +$35.6K +2,184 +3%
RJA
87
Raymond James & Associates
Florida
$1.29M -$440K -26,979 -27%
JCIA
88
Jackson Creek Investment Advisors
Colorado
$1.28M +$87.3K +5,355 +8%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$1.23M -$31.9K -1,959 -3%
Comerica Bank
90
Comerica Bank
Texas
$1.2M +$167K +10,224 +18%
CA
91
Cambridge Advisors
Nebraska
$1.18M +$1.47K +90 +0.1%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$1.1M +$880 +54 +0.1%
TNA
93
True North Advisors
Texas
$1.07M +$166K +10,179 +20%
HighTower Advisors
94
HighTower Advisors
Illinois
$1.03M +$21.5K +1,317 +2%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$1M +$947K +58,083 New
LIA
96
LBMC Investment Advisors
Tennessee
$989K +$33.2K +2,037 +4%
FWP
97
FAS Wealth Partners
Kansas
$943K -$36.7K -2,253 -4%
FSWA
98
Financial Synergies Wealth Advisors
Texas
$932K -$52.6K -3,225 -6%
FVWA
99
Foster Victor Wealth Advisors
South Carolina
$931K -$60.6K -3,720 -7%
AP
100
Adero Partners
California
$890K -$40.9K -2,508 -5%