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Schwab Fundamental US Large Company Index ETF

362 hedge funds and large institutions have $7.5B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 136 increasing their positions, 79 reducing their positions, and 23 closing their positions.

Holders
362
Holders Change
+60
Holders Change %
+19.87%
% of All Funds
5.59%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.56%
New
89
Increased
136
Reduced
79
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$1.29M 65,844 +20,715 +46%
PGFC
127
Peapack-Gladstone Financial Corp
New Jersey
$1.27M 64,950 +64,950 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$1.25M 63,807 +10,482 +20%
CAN
129
Cetera Advisor Networks
California
$1.25M 63,837 +63,837 New
Renaissance Technologies
130
Renaissance Technologies
New York
$1.14M 58,500 -20,400 -26%
SPC
131
Sigma Planning Corp
Michigan
$1.13M 57,798 +57,798 New
LIA
132
LBMC Investment Advisors
Tennessee
$1.12M 57,405 +9,354 +19%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$1.1M 56,073 -69,666 -55%
PPA
134
Parametric Portfolio Associates
Washington
$1.09M 55,773 +41,862 +301%
Citadel Advisors
135
Citadel Advisors
Florida
$1.08M 55,413 -3,324 -6%
CG
136
Colony Group
Massachusetts
$1.08M 55,251 -45,069 -45%
CS
137
Comerica Securities
Michigan
$1.06M 54,027 +21,324 +65%
US Bancorp
138
US Bancorp
Minnesota
$1.04M 53,277 +38,097 +251%
MCM
139
MAI Capital Management
Ohio
$1.01M 51,750 -7,836 -13%
BWM
140
BCS Wealth Management
Tennessee
$987K 50,517 +2,247 +5%
UCFA
141
United Capital Financial Advisors
Texas
$984K 50,367 -2,793 -5%
LIM
142
Leavell Investment Management
Alabama
$964K 49,335 +24,405 +98%
FSWA
143
Financial Synergies Wealth Advisors
Texas
$956K 48,951 -4,251 -8%
EWA
144
Exencial Wealth Advisors
Oklahoma
$912K 46,698 +46,698 New
AP
145
Adero Partners
California
$908K 46,479 -1,569 -3%
Wells Fargo
146
Wells Fargo
California
$888K 45,420 +7,164 +19%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$875K 45,435 -6,312 -12%
LWM
148
Laidlaw Wealth Management
New York
$851K 43,566 +43,566 New
APSP
149
Asset Planning Services (Pennsylvania)
Pennsylvania
$836K 42,804 +204 +0.5%
BWM
150
Birchcreek Wealth Management
Ohio
$794K 40,647 +1,314 +3%