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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 %
AIA
101
Arcadia Investment Advisors
Idaho
$514K 11,357 -90 -0.8%
MML Investors Services
102
MML Investors Services
Massachusetts
$488K 10,771 -3,268 -23%
AWM
103
Altium Wealth Management
New York
$488K 10,767 -643 -6%
CP
104
Camelot Portfolios
Ohio
$480K 10,601 +91 +0.9%
CBFP
105
Cedar Brook Financial Partners
Ohio
$475K 10,479 +276 +3%
Truist Financial
106
Truist Financial
North Carolina
$454K 10,011 -1,844 -16%
SCM
107
SOL Capital Management
Maryland
$430K 9,500
OIA
108
OneDigital Investment Advisors
Kansas
$428K 9,456
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$394K 8,709 +3,309 +61%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$390K 8,608 +228 +3%
LNWWM
111
Laird Norton Wetherby Wealth Management
California
$388K 8,574 +8,574 New
MA
112
Mutual Advisors
Nebraska
$384K 8,483 +1,549 +22%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$368K 8,116 -1,383 -15%
ICG
114
InterOcean Capital Group
Tennessee
$365K 8,063 +8,063 New
PA
115
Parallel Advisors
California
$361K 7,978
MSA
116
Marino Stram & Associates
Massachusetts
$343K 7,582 +10 +0.1%
DACG
117
Donor Advised Charitable Giving
California
$343K 7,574 +40 +0.5%
WFA
118
Wellspring Financial Advisors
Ohio
$343K 7,580 +41 +0.5%
WFA
119
Wade Financial Advisory
California
$336K 7,429 -450 -6%
EAM
120
Evanson Asset Management
California
$335K 7,386
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$324K 7,163 -6,048 -46%
CWC
122
Carolinas Wealth Consulting
North Carolina
$322K 7,115
Wells Fargo
123
Wells Fargo
California
$320K 7,042 +4,353 +162%
BDF
124
Balasa Dinverno & Foltz
$308K 6,797
MCM
125
Mengis Capital Management
Oregon
$305K 6,750 -890 -12%