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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 %
HIA
151
Harbor Investment Advisory
Maryland
$39K 1,000
ME
152
McIlrath & Eck
Washington
$38K 977
BFC
153
Bedel Financial Consulting
Indiana
$31K 795
SIM
154
Sonora Investment Management
Arizona
$31K 792 +773 +4,068%
ADL
155
Asset Dedication LLC
California
$30K 793 +162 +26%
BlackRock
156
BlackRock
New York
$28K 730 +177 +32%
JFA
157
JNBA Financial Advisors
Minnesota
$27K 710
ASN
158
Advisory Services Network
Georgia
$27K 709 +709 New
APA
159
American Portfolios Advisors
New York
$20.4K 528 -607 -53%
JWM
160
Jeppson Wealth Management
California
$19K 500 +500 New
JPMorgan Chase & Co
161
JPMorgan Chase & Co
New York
$15K 398 -652 -62%
VCM
162
Vigilant Capital Management
Maine
$15K 381 +381 New
JCM
163
Jacobi Capital Management
Pennsylvania
$14K 361 +34 +10%
RIM
164
Rockbridge Investment Management
New York
$13K 323
JWBC
165
John W. Brooker & Co
California
$13K 331 +1 +0.3%
MA
166
MCF Advisors
Kentucky
$12K 309
CAL
167
Capital Advisors Ltd
Ohio
$10K 255
HFS
168
Hantz Financial Services
Michigan
$9K 221
CPW
169
Catalyst Private Wealth
California
$8K 217 +217 New
CA
170
Clearstead Advisors
Ohio
$7K 171
BWL
171
Bogart Wealth LLC
Virginia
$7K 198 +1 +0.5%
BCM
172
Blume Capital Management
California
$6K 151
BW
173
Bison Wealth
Georgia
$4K 109 +109 New
CAAS
174
Capital Asset Advisory Services
Michigan
$3K 80
KCM
175
Kathmere Capital Management
Pennsylvania
$3K 80 +80 New