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Schwab Fundamental US Large Company Index ETF

280 hedge funds and large institutions have $5.77B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
280
Holders Change
+23
Holders Change %
+8.95%
% of All Funds
4.89%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
40
Increased
123
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
101
LBMC Investment Advisors
Tennessee
$1.01M -$37.2K -2,037 -4%
FSWA
102
Financial Synergies Wealth Advisors
Texas
$957K -$29.8K -1,632 -3%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$949K -$191K -10,500 -17%
FWP
104
FAS Wealth Partners
Kansas
$936K -$62.5K -3,426 -6%
FVWA
105
Foster Victor Wealth Advisors
South Carolina
$916K -$53.7K -2,943 -6%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$885K +$161K +8,850 +22%
AP
107
Adero Partners
California
$883K -$59.4K -3,258 -6%
BWM
108
BCS Wealth Management
Tennessee
$834K +$18.7K +1,026 +2%
UCFA
109
United Capital Financial Advisors
Texas
$806K +$39.1K +2,145 +5%
Wells Fargo
110
Wells Fargo
California
$794K +$367K +20,109 +86%
APSP
111
Asset Planning Services (Pennsylvania)
Pennsylvania
$792K +$29.7K +1,629 +4%
SSC
112
Syverson Strege & Co
Iowa
$778K +$274 +15 +0%
Deutsche Bank
113
Deutsche Bank
Germany
$743K -$51.8K -2,838 -7%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$670K -$76.5K -4,194 -10%
SC
115
Savant Capital
Illinois
$657K -$26.2K -1,434 -4%
SCA
116
Snowden Capital Advisors
New York
$654K -$2.07M -113,328 -76%
SWM
117
Southern Wealth Management
Texas
$648K +$323K +17,538 +100%
JPMPWA
118
J.P. Morgan Private Wealth Advisors
California
$634K +$412K +22,581 +185%
BWM
119
Birchcreek Wealth Management
Ohio
$615K +$90.1K +4,941 +17%
EWM
120
Empirical Wealth Management
Washington
$610K +$183K +10,047 +43%
CW
121
CreativeOne Wealth
Kansas
$601K +$42.5K +2,331 +8%
CBFP
122
Cedar Brook Financial Partners
Ohio
$583K +$4.54K +249 +0.8%
AP
123
Appleton Partners
Massachusetts
$578K +$10.1K +555 +2%
CAC
124
Certified Advisory Corp
Florida
$552K +$211K +11,568 +62%
Jane Street
125
Jane Street
New York
$542K +$542K +29,739 New