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Schwab Fundamental US Large Company Index ETF

302 hedge funds and large institutions have $5.87B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
5.3%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.44%
New
46
Increased
110
Reduced
77
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
151
SVB Wealth
Massachusetts
$375K -$24.2K -1,350 -6%
BDF
152
Balasa Dinverno & Foltz
$367K
BO
153
BRR OpCo
Ohio
$335K +$38.6K +2,145 +13%
JIC
154
Johnson Investment Counsel
Ohio
$331K +$62.2K +3,462 +23%
BSW
155
Buckingham Strategic Wealth
Missouri
$322K -$129K -7,146 -29%
Northern Trust
156
Northern Trust
Illinois
$322K +$80.8K +4,500 +34%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$321K +$30.8K +1,713 +11%
CPIG
158
Chicago Partners Investment Group
Illinois
$318K +$46.9K +2,430 +17%
WFA
159
Wade Financial Advisory
California
$301K
NFG
160
Next Financial Group
Texas
$298K +$16.9K +939 +6%
MCM
161
Mengis Capital Management
Oregon
$297K -$24.2K -1,350 -8%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$292K +$204K +11,142 +233%
HR
163
Howe & Rusling
New York
$282K -$151K -8,418 -35%
ICG
164
InterOcean Capital Group
Tennessee
$282K +$2.96K +165 +1%
IA
165
IFP Advisors
Florida
$282K +$241K +13,539 +596%
BCM
166
BlueCrest Capital Management
Jersey
$280K -$156K -8,649 -36%
MAS
167
Managed Account Services
Florida
$279K +$9.87K +549 +4%
BPA
168
Beacon Pointe Advisors
California
$276K +$276K +15,348 New
US Bancorp
169
US Bancorp
Minnesota
$273K -$73.8K -4,101 -21%
Lido Advisors
170
Lido Advisors
California
$269K
PCA
171
Personal Capital Advisors
California
$266K -$90.6K -5,031 -25%
BEAM
172
Baker Ellis Asset Management
Washington
$264K
BJL
173
Brighton Jones LLC
Washington
$263K -$11.4K -636 -4%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$261K
SWP
175
Strategic Wealth Partners
Ohio
$260K +$260K +14,475 New