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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 Market Value Shares Shares
Change
Shares
Change %
IWC
176
Integrated Wealth Concepts
Massachusetts
$523K 26,760 +4,125 +18%
SCA
177
Snowden Capital Advisors
New York
$514K 26,316 -5,277 -17%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$513K 26,157 +10,224 +64%
CPA
179
Cardiff Park Advisors
California
$509K 26,067 +26,067 New
LNWWM
180
Laird Norton Wetherby Wealth Management
California
$501K 25,668
AG
181
Ascent Group
Virginia
$501K 26,562 +26,562 New
PCA
182
Personal Capital Advisors
California
$489K 25,566 +10,797 +73%
BO
183
BRR OpCo
Ohio
$459K 23,496 +4,857 +26%
DACG
184
Donor Advised Charitable Giving
California
$452K 23,121 +111 +0.5%
WFA
185
Wellspring Financial Advisors
Ohio
$452K 23,139 +111 +0.5%
Comerica Bank
186
Comerica Bank
Texas
$451K 23,823 -8,673 -27%
AWA
187
Arete Wealth Advisors
Illinois
$445K 22,662 +828 +4%
CWC
188
Carolinas Wealth Consulting
North Carolina
$443K 22,647 +1,302 +6%
FFN
189
Focus Financial Network
Minnesota
$439K 22,443 +22,443 New
MCM
190
Maryland Capital Management
Maryland
$438K 22,407 +22,407 New
PWA
191
Pillar Wealth Advisors
Pennsylvania
$437K 22,389 +22,389 New
EAM
192
Evanson Asset Management
California
$433K 22,158
NDSI
193
Newman Dignan & Sheerar Inc
Rhode Island
$431K 22,047 +144 +0.7%
VCM
194
Vigilant Capital Management
Maine
$426K 21,783 +17,517 +411%
JIC
195
Johnson Investment Counsel
Ohio
$424K 21,714 +3,300 +18%
SSWM
196
Sheets Smith Wealth Management
North Carolina
$408K 20,862 +20,862 New
BEAM
197
Baker Ellis Asset Management
Washington
$399K 20,400 +6,000 +42%
BDF
198
Balasa Dinverno & Foltz
$398K 20,391
WG
199
Welch Group
Alabama
$398K 20,382 +20,382 New
SW
200
SVB Wealth
Massachusetts
$390K 19,956 -924 -4%