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Schwab Fundamental US Large Company Index ETF

196 hedge funds and large institutions have $3.45B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 85 reducing their positions, and 30 closing their positions.

Holders
196
Holders Change
Holders Change %
0%
% of All Funds
4.03%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.33%
New
31
Increased
48
Reduced
85
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Luther King Capital Management (LKCM)
126
Luther King Capital Management (LKCM)
Texas
DWM
127
Destination Wealth Management
California
$212K 5,754 -7,942 -58%
NDSI
128
Newman Dignan & Sheerar Inc
Rhode Island
$207K 5,415 +5,415 New
SFG
129
SNS Financial Group
Minnesota
$207K 5,615 +5,615 New
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$178K 4,830 -1,328 -22%
BEAM
131
Baker Ellis Asset Management
Washington
$177K 4,800 -1,000 -17%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$175K 4,766 +2,435 +104%
HR
133
Howe & Rusling
New York
$173K 4,696
LGWM
134
Litman Gregory Wealth Management
California
$142K 3,865
TAM
135
Townsend Asset Management
North Carolina
$141K 3,817 -792 -17%
SFSIG
136
San Francisco Sentry Investment Group
California
$128K 3,465 -50 -1%
AIP
137
Ameritas Investment Partners
Nebraska
$119K 3,247
LC
138
Lindbrook Capital
California
$119K 3,230 +3,230 New
Wells Fargo
139
Wells Fargo
California
$108K 2,936 -2,419 -45%
PAG
140
Private Advisor Group
New Jersey
$104K 2,816 +2,816 New
GWM
141
Geneos Wealth Management
Colorado
$95K 2,674
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$77K 1,401
FRA
143
Front Row Advisors
California
$71K 1,921
ACA
144
Aptus Capital Advisors
Alabama
$68K 1,854 -299 -14%
HFA
145
Hoover Financial Advisors
Pennsylvania
$59K 1,610 +1,610 New
CAN
146
Cetera Advisor Networks
California
$57K 1,550 +1,550 New
William Blair & Company
147
William Blair & Company
Illinois
$55K 1,482
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$51K 1,374 -1,543 -53%
SMG
149
Spectrum Management Group
Indiana
$51K 1,388
BWM
150
Baystate Wealth Management
Massachusetts
$49K 1,322