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Schwab Fundamental US Large Company Index ETF

218 hedge funds and large institutions have $4.4B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 58 reducing their positions, and 17 closing their positions.

Holders
218
Holders Change
+28
Holders Change %
+14.74%
% of All Funds
3.87%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
45
Increased
77
Reduced
58
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HR
126
Howe & Rusling
New York
$298K 6,583 +1,887 +40%
LWAC
127
Laurel Wealth Advisors (California)
California
$297K 6,547 +31 +0.5%
PCA
128
Personal Capital Advisors
California
$289K 6,386 +6,386 New
SWM
129
Southern Wealth Management
Texas
$266K 5,871 +2 +0%
EWM
130
Empirical Wealth Management
Washington
$248K 5,484 -428 -7%
TRCT
131
Tower Research Capital (TRC)
New York
$240K 5,310 -28,956 -85%
MAS
132
Managed Account Services
Florida
$238K 5,005 +5,005 New
Lido Advisors
133
Lido Advisors
California
$231K 5,101 +5,101 New
CA
134
Calton & Associates
Florida
$230K 5,079 +5,079 New
CCM
135
Chilton Capital Management
Texas
$226K 4,996 +4,996 New
CPIG
136
Chicago Partners Investment Group
Illinois
$220K 4,652 +4,652 New
MCM
137
Maryland Capital Management
Maryland
$220K 4,852 +4,852 New
JLBC
138
J.L. Bainbridge & Co
Florida
$220K 4,858 +4,858 New
BEAM
139
Baker Ellis Asset Management
Washington
$217K 4,800 -4,706 -50%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$213K 4,708
KCM
141
Kanawha Capital Management
Virginia
$209K 4,625 +4,625 New
PPA
142
Parametric Portfolio Associates
Washington
$208K 4,588 +4,588 New
BSW
143
Buckingham Strategic Wealth
Missouri
$207K 4,563 +4,563 New
CW
144
CreativeOne Wealth
Kansas
$207K 4,573 +4,573 New
KIA
145
KCM Investment Advisors
California
$206K 4,559 +4,559 New
RC
146
Randolph Company
Ohio
$204K 4,503 +4,503 New
ACA
147
Ackerman Capital Advisors
Texas
$203K 4,473 +4,473 New
US Bancorp
148
US Bancorp
Minnesota
$193K 4,260 +4,260 New
LGWM
149
Litman Gregory Wealth Management
California
$175K 3,865
SFSIG
150
San Francisco Sentry Investment Group
California
$157K 3,465