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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.

Holders
257
Holders Change
+39
Holders Change %
+17.89%
% of All Funds
4.53%
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
Shares
Change %
CS
101
Comerica Securities
Michigan
$857K +$857K +49,773 New
RJFSA
102
Raymond James Financial Services Advisors
Florida
$818K +$373K +21,663 +84%
BWM
103
BCS Wealth Management
Tennessee
$770K +$4.29K +249 +0.6%
Deutsche Bank
104
Deutsche Bank
Germany
$750K -$1.27M -73,908 -63%
SSC
105
Syverson Strege & Co
Iowa
$734K +$65.4K +3,801 +10%
UCFA
106
United Capital Financial Advisors
Texas
$724K +$5.32K +309 +0.7%
APSP
107
Asset Planning Services (Pennsylvania)
Pennsylvania
$720K -$7.13K -414 -1%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$704K +$255K +14,805 +57%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$683K +$264K +15,303 +63%
SC
110
Savant Capital
Illinois
$645K -$56.1K -3,258 -8%
MCM
111
MAI Capital Management
Ohio
$643K -$610K -35,442 -49%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$587K -$1.93M -111,897 -77%
AWM
113
Altium Wealth Management
New York
$550K -$6.62K -384 -1%
CBFP
114
Cedar Brook Financial Partners
Ohio
$546K +$4.8K +279 +0.9%
AP
115
Appleton Partners
Massachusetts
$537K +$537K +31,152 New
CW
116
CreativeOne Wealth
Kansas
$528K +$292K +16,911 +123%
BWM
117
Birchcreek Wealth Management
Ohio
$495K -$977K -56,772 -66%
SCM
118
SOL Capital Management
Maryland
$491K
OIA
119
OneDigital Investment Advisors
Kansas
$491K +$2.27K +132 +0.5%
CP
120
Camelot Portfolios
Ohio
$462K -$85.4K -4,962 -16%
MML Investors Services
121
MML Investors Services
Massachusetts
$429K -$128K -7,404 -23%
BCM
122
BlueCrest Capital Management
Jersey
$423K +$423K +24,537 New
PA
123
Parallel Advisors
California
$408K -$4.13K -240 -1%
Wells Fargo
124
Wells Fargo
California
$403K +$39.8K +2,313 +11%
EWM
125
Empirical Wealth Management
Washington
$403K +$120K +6,954 +42%