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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 %
RC
176
Randolph Company
Ohio
$246K
Northern Trust
177
Northern Trust
Illinois
$245K
ACA
178
Ackerman Capital Advisors
Texas
$244K
SIC
179
Salem Investment Counselors
North Carolina
$242K +$48.5K +2,664 +25%
CA
180
Calton & Associates
Florida
$241K
TYCC
181
Texas Yale Capital Corp
Florida
$241K
DFA
182
DHJJ Financial Advisors
Illinois
$237K -$2.36K -129 -1%
DY
183
Dowling & Yahnke
California
$226K +$226K +12,363 New
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$223K -$2.33M
BWL
185
Beacon Wealthcare LLC
North Carolina
$221K +$221K +12,120 New
AA
186
Aufman Associates
Pennsylvania
$220K
PA
187
Pinnacle Associates
New York
$219K
SFG
188
SNS Financial Group
Minnesota
$217K -$19.3K -1,059 -8%
NEGWA
189
New England Guild Wealth Advisors
Connecticut
$217K +$548 +30 +0.3%
MCM
190
Maryland Capital Management
Maryland
$208K +$208K +11,409 New
CIC
191
Carnegie Investment Counsel
Ohio
$204K +$204K +11,160 New
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$202K
SFSIG
193
San Francisco Sentry Investment Group
California
$190K
Qube Research & Technologies (QRT)
194
Qube Research & Technologies (QRT)
United Kingdom
$179K +$174K +9,516 +3,172%
LC
195
Lindbrook Capital
California
$177K
Barclays
196
Barclays
United Kingdom
$150K +$150K +8,229 New
GWM
197
Geneos Wealth Management
Colorado
$149K +$1.49K +81 +1%
FFA
198
Freedman Financial Associates
Massachusetts
$130K
SPIA
199
Steward Partners Investment Advisory
New York
$120K +$3.52K +192 +3%
FRA
200
Front Row Advisors
California
$105K