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Schwab Fundamental US Large Company Index ETF

362 hedge funds and large institutions have $7.5B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 136 increasing their positions, 79 reducing their positions, and 23 closing their positions.

Holders
362
Holders Change
+60
Holders Change %
+19.87%
% of All Funds
5.59%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.56%
New
89
Increased
136
Reduced
79
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAN
151
Integrated Advisors Network
Texas
$791K +$12.1K +621 +2%
AIP
152
Almanack Investment Partners
Pennsylvania
$776K +$72.7K +3,723 +10%
SC
153
Savant Capital
Illinois
$760K +$63.8K +3,264 +9%
PAS
154
Park Avenue Securities
New York
$739K +$483K +24,750 +189%
PAG
155
Private Advisor Group
New Jersey
$734K +$248K +12,678 +51%
SWM
156
Southern Wealth Management
Texas
$720K +$32.6K +1,671 +5%
CBFP
157
Cedar Brook Financial Partners
Ohio
$706K +$74.3K +3,801 +12%
SSC
158
Syverson Strege & Co
Iowa
$678K -$155K -7,941 -19%
CL
159
COWA LLC
Oklahoma
$677K +$677K +34,626 New
Truist Financial
160
Truist Financial
North Carolina
$664K -$16M -819,648 -96%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$661K +$312K +15,993 +90%
FWP
162
FAS Wealth Partners
Kansas
$629K -$122K -6,252 -16%
CP
163
Camelot Portfolios
Ohio
$625K +$56.5K +2,895 +10%
AP
164
Appleton Partners
Massachusetts
$598K -$75.8K -3,879 -11%
VCM
165
Virtue Capital Management
Tennessee
$596K +$596K +30,486 New
OIA
166
OneDigital Investment Advisors
Kansas
$593K +$176 +9 +0%
TRCT
167
Tower Research Capital (TRC)
New York
$578K +$578K +29,580 New
CAM
168
Cresset Asset Management
Illinois
$561K -$14.7K -750 -3%
SCM
169
SOL Capital Management
Maryland
$557K
CCM
170
Chilton Capital Management
Texas
$555K +$19.3K +987 +4%
AWM
171
Aspire Wealth Management
Massachusetts
$552K +$552K +28,257 New
SWM
172
SigFig Wealth Management
California
$541K +$541K +226,446 New
EW
173
Evoke Wealth
California
$540K +$540K +27,654 New
AWM
174
Altium Wealth Management
New York
$535K +$5.28K +270 +1%
JPMPWA
175
J.P. Morgan Private Wealth Advisors
California
$528K -$267K -13,656 -34%