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Schwab Fundamental US Large Company Index ETF

280 hedge funds and large institutions have $5.77B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+23
Holders Change %
+8.95%
% of All Funds
4.89%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
40
Increased
123
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
151
Mengis Capital Management
Oregon
$326K -$42.6K -2,340 -12%
IWC
152
Integrated Wealth Concepts
Massachusetts
$325K +$325K +17,817 New
BRWA
153
B. Riley Wealth Advisors
Florida
$321K
WFA
154
Wade Financial Advisory
California
$306K -$101K -5,538 -25%
BO
155
BRR OpCo
Ohio
$301K +$50.5K +2,769 +20%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$295K +$36.9K +2,022 +14%
PFS
157
Prospera Financial Services
Texas
$286K +$286K +15,651 New
NFG
158
Next Financial Group
Texas
$285K +$85.9K +4,710 +43%
ICG
159
InterOcean Capital Group
Tennessee
$283K +$219 +12 +0.1%
BJL
160
Brighton Jones LLC
Washington
$279K +$279K +15,276 New
Goldman Sachs
161
Goldman Sachs
New York
$277K -$1.9M -104,184 -87%
Lido Advisors
162
Lido Advisors
California
$274K
JIC
163
Johnson Investment Counsel
Ohio
$273K -$10.4K -567 -4%
MAS
164
Managed Account Services
Florida
$273K -$10.2K -561 -4%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$265K -$10.2K -558 -4%
BEAM
166
Baker Ellis Asset Management
Washington
$263K
HB
167
Homrich & Berg
Georgia
$263K +$263K +14,400 New
JLBC
168
J.L. Bainbridge & Co
Florida
$260K
PCMK
169
Paragon Capital Management (Kansas)
Kansas
$259K +$9.08K +498 +4%
MG
170
Mather Group
Illinois
$259K +$259K +14,175 New
CPIG
171
Chicago Partners Investment Group
Illinois
$257K +$1.48K +81 +0.6%
PPA
172
Parametric Portfolio Associates
Washington
$255K -$50.8K -2,790 -17%
KIC
173
Kensington Investment Counsel
California
$254K
SL
174
Savior LLC
Massachusetts
$254K +$54.1K +2,958 +27%
CA
175
CapWealth Advisors
Tennessee
$249K +$249K +13,659 New