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Schwab Fundamental US Large Company Index ETF

302 hedge funds and large institutions have $5.87B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 77 reducing their positions, and 16 closing their positions.

Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
5.3%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.44%
New
46
Increased
110
Reduced
77
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
101
Prospera Financial Services
Texas
$1.08M +$802K +44,580 +285%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$1.08M +$30K +1,665 +3%
EWM
103
Empirical Wealth Management
Washington
$1.08M +$473K +26,322 +79%
MCM
104
MAI Capital Management
Ohio
$1.07M -$15K -834 -1%
Citadel Advisors
105
Citadel Advisors
Florida
$1.06M +$1.06M +58,737 New
CAC
106
Certified Advisory Corp
Florida
$1.01M +$469K +26,070 +86%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$984K -$8.5K -447 -0.9%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$959K +$86.8K +4,824 +10%
FSWA
109
Financial Synergies Wealth Advisors
Texas
$957K +$12.9K +720 +1%
UCFA
110
United Capital Financial Advisors
Texas
$956K +$161K +8,955 +20%
FVWA
111
Foster Victor Wealth Advisors
South Carolina
$881K -$21.6K -1,200 -2%
BWM
112
BCS Wealth Management
Tennessee
$868K +$45.4K +2,523 +6%
AP
113
Adero Partners
California
$864K -$6.37K -354 -0.7%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$811K +$151K +8,391 +23%
SSC
115
Syverson Strege & Co
Iowa
$767K +$270 +15 +0%
APSP
116
Asset Planning Services (Pennsylvania)
Pennsylvania
$766K -$14.7K -816 -2%
JPMPWA
117
J.P. Morgan Private Wealth Advisors
California
$732K +$107K +5,919 +17%
IAN
118
Integrated Advisors Network
Texas
$717K +$717K +39,855 New
BWM
119
Birchcreek Wealth Management
Ohio
$707K +$101K +5,625 +17%
FWP
120
FAS Wealth Partners
Kansas
$691K -$232K -12,900 -25%
Wells Fargo
121
Wells Fargo
California
$688K -$95.2K -5,292 -12%
AIP
122
Almanack Investment Partners
Pennsylvania
$648K -$1.08M -59,949 -62%
SC
123
Savant Capital
Illinois
$641K -$6.8K -378 -1%
SWM
124
Southern Wealth Management
Texas
$633K +$809 +45 +0.1%
AP
125
Appleton Partners
Massachusetts
$620K +$49.7K +2,766 +9%