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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 %
BWM
101
BCS Wealth Management
Tennessee
$360K +$360K +34,473 New
TNA
102
True North Advisors
Texas
$359K +$359K +34,440 New
AWM
103
Altium Wealth Management
New York
$355K -$158K -15,144 -31%
OIA
104
OneDigital Investment Advisors
Kansas
$296K +$28.3K +2,715 +11%
CBFP
105
Cedar Brook Financial Partners
Ohio
$283K +$92.1K +8,811 +48%
BMM
106
Berkshire Money Management
Massachusetts
$279K +$25.4K +2,427 +10%
CAM
107
Crestone Asset Management
Colorado
$277K +$277K +26,532 New
MCM
108
Mengis Capital Management
Oregon
$274K -$2.66K -255 -1%
FWM
109
Foresight Wealth Management
Utah
$265K -$10.8K -1,035 -4%
MA
110
Mutual Advisors
Nebraska
$262K +$38.7K +3,702 +17%
RWRC
111
R.W. Roge & Company
New York
$259K
SWM
112
Southern Wealth Management
Texas
$255K -$218K -20,829 -46%
PA
113
Parallel Advisors
California
$252K -$25K -2,394 -9%
MSA
114
Marino Stram & Associates
Massachusetts
$251K +$251K +24,012 New
Deutsche Bank
115
Deutsche Bank
Germany
$250K +$229K +21,906 +1,077%
WFA
116
Wade Financial Advisory
California
$249K -$60K -5,757 -19%
LWAC
117
Laurel Wealth Advisors (California)
California
$239K -$7.88K -753 -3%
Lido Advisors
118
Lido Advisors
California
$239K +$82.6K +7,929 +53%
EWM
119
Empirical Wealth Management
Washington
$235K -$137K -13,125 -37%
WFA
120
Wellspring Financial Advisors
Ohio
$233K +$233K +22,272 New
DACG
121
Donor Advised Charitable Giving
California
$232K +$1.63K +156 +0.7%
EAM
122
Evanson Asset Management
California
$231K
CP
123
Camelot Portfolios
Ohio
$226K +$226K +21,678 New
CWC
124
Carolinas Wealth Consulting
North Carolina
$223K +$223K +21,345 New
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$193K -$12.1K -1,155 -6%