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Schwab Fundamental US Large Company Index ETF

190 hedge funds and large institutions have $3.66B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
190
Holders Change
-6
Holders Change %
-3.06%
% of All Funds
3.84%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.34%
New
22
Increased
63
Reduced
62
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NDSI
126
Newman Dignan & Sheerar Inc
Rhode Island
$211K 5,459 +44 +0.8%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$209K 5,400 +634 +13%
SFG
128
SNS Financial Group
Minnesota
$205K 5,300 -315 -6%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$182K 4,708 -122 -3%
HR
130
Howe & Rusling
New York
$182K 4,696
NFG
131
Next Financial Group
Texas
$171K 4,421 +4,421 New
BAM
132
Bellevue Asset Management
Washington
$170K 4,391 -42,027 -91%
LGWM
133
Litman Gregory Wealth Management
California
$150K 3,865
SFSIG
134
San Francisco Sentry Investment Group
California
$134K 3,465
LC
135
Lindbrook Capital
California
$125K 3,230
AIP
136
Ameritas Investment Partners
Nebraska
$125K 3,247
Wells Fargo
137
Wells Fargo
California
$104K 2,689 -247 -8%
GWM
138
Geneos Wealth Management
Colorado
$101K 2,674
FRA
139
Front Row Advisors
California
$85K 1,921
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$77K 1,401
William Blair & Company
141
William Blair & Company
Illinois
$75K 1,930 +448 +30%
TAM
142
Townsend Asset Management
North Carolina
$71K 1,831 -1,986 -52%
ACA
143
Aptus Capital Advisors
Alabama
$71K 1,854
SPIA
144
Steward Partners Investment Advisory
New York
$67K 1,724 +1,326 +333%
HFA
145
Hoover Financial Advisors
Pennsylvania
$62K 1,610
BWA
146
BDO Wealth Advisors
Florida
$55K 1,413 +1,413 New
SMG
147
Spectrum Management Group
Indiana
$54K 1,388
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$53K 1,374
SL
149
Savior LLC
Massachusetts
$53K 1,374 +1,374 New
BWM
150
Baystate Wealth Management
Massachusetts
$51K 1,322