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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 %
JFA
176
JNBA Financial Advisors
Minnesota
$41K 900 +190 +27%
CL
177
COWA LLC
Oklahoma
$38K 804 +804 New
BFC
178
Bedel Financial Consulting
Indiana
$36K 795
JPLA
179
Joseph P. Lucia & Associates
New York
$33K 725 +725 New
BlackRock
180
BlackRock
New York
$32K 715 -15 -2%
BWM
181
BerganKDV Wealth Management
Minnesota
$29K 648 +648 New
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$28K 590 +590 New
APA
183
American Portfolios Advisors
New York
$27.1K 599 +71 +13%
Franklin Resources
184
Franklin Resources
California
$27K 606 +606 New
RG
185
Retirement Group
California
$19K 427 +394 +1,194%
JPMorgan Chase & Co
186
JPMorgan Chase & Co
New York
$18K 398
MFT
187
Moisand Fitzgerald Tamayo
Florida
$18K 401 +401 New
HS
188
Horan Securities
United States
$17K 365 +365 New
SIM
189
Sonora Investment Management
Arizona
$16K 344 -448 -57%
JCM
190
Jacobi Capital Management
Pennsylvania
$15K 327 -34 -9%
RIM
191
Rockbridge Investment Management
New York
$15K 323
MA
192
MCF Advisors
Kentucky
$14K 309
APW
193
Acima Private Wealth
Virginia
$14K 316 +316 New
CAL
194
Capital Advisors Ltd
Ohio
$12K 255
JWBC
195
John W. Brooker & Co
California
$10K 227 -104 -31%
HFS
196
Hantz Financial Services
Michigan
$10K 221
CA
197
Clearstead Advisors
Ohio
$8K 171
BCM
198
Blume Capital Management
California
$7K 151
WEC
199
Winslow Evans & Crocker
Massachusetts
$7K 161 +161 New
ACA
200
Aptus Capital Advisors
Alabama
$6K 150 -1,704 -92%