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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 %
SL
151
Savior LLC
Massachusetts
$157K 3,456 +2,082 +152%
RA
152
Reby Advisors
Connecticut
$156K 3,445 +3,445 New
BAM
153
Bellevue Asset Management
Washington
$147K 3,107 -1,284 -29%
LC
154
Lindbrook Capital
California
$146K 3,230
NFG
155
Next Financial Group
Texas
$141K 3,124 -1,297 -29%
GWM
156
Geneos Wealth Management
Colorado
$138K 2,674
FFA
157
Freedman Financial Associates
Massachusetts
$108K 2,378 +2,378 New
FFG
158
Fortem Financial Group
California
$106K 2,349 +2,349 New
SIC
159
Salem Investment Counselors
North Carolina
$101K 2,220 +2,220 New
SPIA
160
Steward Partners Investment Advisory
New York
$91K 1,999 +275 +16%
FRA
161
Front Row Advisors
California
$87K 1,921
TAM
162
Townsend Asset Management
North Carolina
$83K 1,840 +9 +0.5%
FCH
163
Freestone Capital Holdings
Washington
$78.4K 1,730 +1,730 New
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$77K 1,401
MAM
165
McCarthy Asset Management
California
$67K 1,481 +1,481 New
BWA
166
BDO Wealth Advisors
Florida
$64K 1,413
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$62K 1,374
BWM
168
Baystate Wealth Management
Massachusetts
$60K 1,322
William Blair & Company
169
William Blair & Company
Illinois
$57K 1,251 -679 -35%
HFA
170
Hoover Financial Advisors
Pennsylvania
$53K 1,110 -500 -31%
ADL
171
Asset Dedication LLC
California
$53K 1,177 +384 +48%
ASN
172
Advisory Services Network
Georgia
$51K 1,131 +422 +60%
HIA
173
Harbor Investment Advisory
Maryland
$45K 1,000
ME
174
McIlrath & Eck
Washington
$44K 977
IA
175
IFP Advisors
Florida
$43K 951 +891 +1,485%