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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 %
PP
176
Palladium Partners
Virginia
$206K +$206K +11,958 New
NEGWA
177
New England Guild Wealth Advisors
Connecticut
$204K +$204K +11,853 New
Renaissance Technologies
178
Renaissance Technologies
New York
$202K -$948K -54,900 -82%
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$191K +$191K +11,070 New
SL
180
Savior LLC
Massachusetts
$188K +$9.85K +573 +6%
NFG
181
Next Financial Group
Texas
$188K +$26.6K +1,545 +16%
SIC
182
Salem Investment Counselors
North Carolina
$183K +$68.2K +3,957 +59%
SFSIG
183
San Francisco Sentry Investment Group
California
$179K
LC
184
Lindbrook Capital
California
$167K
BAM
185
Bellevue Asset Management
Washington
$158K -$2.53K -147 -2%
EVM
186
Eaton Vance Management
Massachusetts
$144K +$144K +8,328 New
GWM
187
Geneos Wealth Management
Colorado
$143K
VBCG
188
Valley Brook Capital Group
Pennsylvania
$129K +$129K +7,674 New
FFA
189
Freedman Financial Associates
Massachusetts
$123K
SPIA
190
Steward Partners Investment Advisory
New York
$110K +$6.25K +363 +6%
FRA
191
Front Row Advisors
California
$99K
TAM
192
Townsend Asset Management
North Carolina
$95K +$360 +21 +0.4%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$77K
MAM
194
McCarthy Asset Management
California
$77K +$259 +15 +0.3%
BWA
195
BDO Wealth Advisors
Florida
$73K
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$72K +$2.09K +123 +3%
BWM
197
Baystate Wealth Management
Massachusetts
$68K
HFA
198
Hoover Financial Advisors
Pennsylvania
$60K
HIA
199
Harbor Investment Advisory
Maryland
$52K
CIAS
200
Capital Investment Advisory Services
North Carolina
$52K +$52K +3,027 New