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Schwab Fundamental US Large Company Index ETF

257 hedge funds and large institutions have $5.19B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 92 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
257
Holders Change
+39
Holders Change %
+17.89%
% of All Funds
4.53%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.42%
New
58
Increased
92
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
151
Lido Advisors
California
$258K -$5.21K -303 -2%
AWM
152
AE Wealth Management
Kansas
$252K +$252K +14,604 New
BEAM
153
Baker Ellis Asset Management
Washington
$248K
CPIG
154
Chicago Partners Investment Group
Illinois
$248K
JLBC
155
J.L. Bainbridge & Co
Florida
$246K -$5.17K -300 -2%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$243K
PCMK
157
Paragon Capital Management (Kansas)
Kansas
$243K +$243K +13,710 New
KIC
158
Kensington Investment Counsel
California
$240K +$240K +13,941 New
EWA
159
EP Wealth Advisors
California
$240K +$240K +13,947 New
KIA
160
KCM Investment Advisors
California
$236K
BO
161
BRR OpCo
Ohio
$236K +$236K +13,725 New
WFA
162
Wellspring Financial Advisors
Ohio
$233K -$4.9K -468 -2%
RC
163
Randolph Company
Ohio
$233K
CCM
164
Chilton Capital Management
Texas
$231K -$26.8K -1,560 -10%
Northern Trust
165
Northern Trust
Illinois
$231K +$231K +13,428 New
ACA
166
Ackerman Capital Advisors
Texas
$230K -$1.14K -66 -0.5%
GW
167
GW & Wade
Massachusetts
$229K +$229K +13,284 New
TYCC
168
Texas Yale Capital Corp
Florida
$227K +$227K +13,200 New
CA
169
Calton & Associates
Florida
$226K -$35.9K -2,091 -14%
SFG
170
SNS Financial Group
Minnesota
$223K +$223K +12,966 New
DFA
171
DHJJ Financial Advisors
Illinois
$223K +$223K +13,110 New
LGWM
172
Litman Gregory Wealth Management
California
$221K +$21.1K +1,224 +11%
JPMPWA
173
J.P. Morgan Private Wealth Advisors
California
$210K +$210K +12,180 New
PA
174
Pinnacle Associates
New York
$207K +$207K +12,015 New
AA
175
Aufman Associates
Pennsylvania
$207K +$207K +12,045 New