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Schwab Fundamental US Large Company Index ETF

196 hedge funds and large institutions have $4.2B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-26
Holders Change %
-11.71%
% of All Funds
4.33%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.42%
New
26
Increased
68
Reduced
67
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RDWM
151
Red Door Wealth Management
Tennessee
$31K -$2.24M -214,620 -99%
ME
152
McIlrath & Eck
Washington
$31K
HIA
153
Harbor Investment Advisory
Maryland
$31K
JFA
154
JNBA Financial Advisors
Minnesota
$31K +$31K +3,003 New
CFFP
155
Center for Financial Planning
Michigan
$29K
APA
156
American Portfolios Advisors
New York
$26.4K +$23.1K +2,211 +695%
SQA
157
Simon Quick Advisors
New Jersey
$25K -$9.84K -945 -28%
JPLA
158
Joseph P. Lucia & Associates
New York
$23K -$5.27K -498 -19%
ASN
159
Advisory Services Network
Georgia
$23K +$10.5K +1,020 +84%
BFC
160
Bedel Financial Consulting
Indiana
$22K
AA
161
Advisory Alpha
Michigan
$21.6K +$21.6K +1,932 New
ADL
162
Asset Dedication LLC
California
$20K
BlackRock
163
BlackRock
New York
$19K -$61.5K -5,880 -76%
IA
164
IFP Advisors
Florida
$18K
GRP
165
Global Retirement Partners
California
$18K +$18K +1,701 New
MA
166
MUFG Americas
New York
$17K
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$17K
JWBC
168
John W. Brooker & Co
California
$16K -$5.68K -555 -26%
FWM
169
Filbrandt Wealth Management
Wisconsin
$15K +$15K +1,437 New
CAC
170
Certified Advisory Corp
Florida
$13K +$10.7K +1,029 +476%
SPIA
171
Steward Partners Investment Advisory
New York
$12K -$573 -57 -5%
TIM
172
Tortoise Investment Management
New York
$10K
MA
173
MCF Advisors
Kentucky
$10K
CA
174
Clearstead Advisors
Ohio
$9K +$9K +906 New
CAL
175
Capital Advisors Ltd
Ohio
$8K