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Schwab Fundamental US Large Company Index ETF

280 hedge funds and large institutions have $5.77B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+23
Holders Change %
+8.95%
% of All Funds
4.89%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
40
Increased
123
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
126
OneDigital Investment Advisors
Kansas
$525K +$5.47K +300 +1%
MML Investors Services
127
MML Investors Services
Massachusetts
$522K +$67.4K +3,690 +15%
SCM
128
SOL Capital Management
Maryland
$520K
CCM
129
Chilton Capital Management
Texas
$514K +$269K +14,778 +110%
AWM
130
Altium Wealth Management
New York
$494K -$87.8K -4,815 -15%
TRCT
131
Tower Research Capital (TRC)
New York
$492K +$492K +26,970 New
CP
132
Camelot Portfolios
Ohio
$490K +$328 +18 +0.1%
LNWWM
133
Laird Norton Wetherby Wealth Management
California
$468K +$468K +25,668 New
BSW
134
Buckingham Strategic Wealth
Missouri
$457K +$129K +7,083 +39%
BCM
135
BlueCrest Capital Management
Jersey
$441K -$6.07K -333 -1%
HR
136
Howe & Rusling
New York
$440K +$93.2K +5,109 +27%
PAG
137
Private Advisor Group
New Jersey
$432K +$84K +4,608 +24%
PA
138
Parallel Advisors
California
$425K -$7.67K -420 -2%
DACG
139
Donor Advised Charitable Giving
California
$418K +$1.75K +96 +0.4%
WFA
140
Wellspring Financial Advisors
Ohio
$418K +$11.9K +651 +3%
SW
141
SVB Wealth
Massachusetts
$405K +$14.6K +801 +4%
EAM
142
Evanson Asset Management
California
$404K
LWAC
143
Laurel Wealth Advisors (California)
California
$394K +$34.1K +1,866 +9%
CWC
144
Carolinas Wealth Consulting
North Carolina
$389K
NDSI
145
Newman Dignan & Sheerar Inc
Rhode Island
$375K -$3.94K -216 -1%
BDF
146
Balasa Dinverno & Foltz
$372K
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$370K -$251K -13,758 -40%
PCA
148
Personal Capital Advisors
California
$361K -$8.26K -453 -2%
Renaissance Technologies
149
Renaissance Technologies
New York
$361K +$148K +8,100 +69%
US Bancorp
150
US Bancorp
Minnesota
$352K -$931 -51 -0.3%