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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.

New
Increased
Maintained
Reduced
Closed
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 %
BEAM
126
Baker Ellis Asset Management
Washington
$182K -$15.7K -1,500 -8%
Wells Fargo
127
Wells Fargo
California
$168K -$157K -15,048 -48%
HR
128
Howe & Rusling
New York
$147K +$147K +14,088 New
Fidelity Investments
129
Fidelity Investments
Massachusetts
$144K -$45.5K -4,371 -24%
TAM
130
Townsend Asset Management
North Carolina
$144K +$562 +54 +0.4%
NFG
131
Next Financial Group
Texas
$139K -$59.6K -5,709 -30%
GT
132
Glenmede Trust
Pennsylvania
$127K
LGWM
133
Litman Gregory Wealth Management
California
$121K -$94.1K -9,018 -44%
Bessemer Group
134
Bessemer Group
New Jersey
$115K +$115K +11,037 New
SFSIG
135
San Francisco Sentry Investment Group
California
$110K +$56.5K +5,412 +105%
NCM
136
Next Capital Management
New York
$109K
AIP
137
Ameritas Investment Partners
Nebraska
$101K +$101K +9,741 New
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$91K +$48.1K +4,629 +112%
GWM
139
Geneos Wealth Management
Colorado
$82K
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$77K
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$73K -$715K -68,523 -91%
FRA
142
Front Row Advisors
California
$68K -$6.37K -540 -9%
ACA
143
Aptus Capital Advisors
Alabama
$67K -$1.18K -114 -2%
SBL
144
Sargent Bickham Lagudis
Colorado
$65K +$60.8K +5,862 +1,437%
US Bancorp
145
US Bancorp
Minnesota
$59K
William Blair & Company
146
William Blair & Company
Illinois
$46K +$13.8K +1,338 +43%
SMG
147
Spectrum Management Group
Indiana
$43K
BWM
148
Baystate Wealth Management
Massachusetts
$41K
JPMorgan Chase & Co
149
JPMorgan Chase & Co
New York
$37K +$18.1K +1,716 +96%
ACA
150
Atlas Capital Advisors
Wyoming
$34.7K