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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 %
BW
201
Bison Wealth
Georgia
$6K 142 +33 +30%
CAL
202
Capital Analysts LLC
Pennsylvania
$6K 122 +122 New
CAAS
203
Capital Asset Advisory Services
Michigan
$4K 80
KCM
204
Kathmere Capital Management
Pennsylvania
$4K 80
FMP
205
Financial Management Professionals
Texas
$3K 56
SBL
206
Sargent Bickham Lagudis
Colorado
$3K 56 +1 +2%
FWM
207
Focused Wealth Management
New York
$3K 73 +37 +103%
GEA
208
Glen Eagle Advisors
New Jersey
$2.81K 62
TFGT
209
TS Financial Group (TSFG)
Illinois
$2K 45
BAMG
210
Brand Asset Management Group
Missouri
$2K 42
FCAS
211
First Command Advisory Services
Texas
$2K 34 +34 New
ACA
212
Atlas Capital Advisors
Wyoming
$1.72K 38 +38 New
POIA
213
Pin Oak Investment Advisors
Texas
$1K 28
LWA
214
Lenox Wealth Advisors
New York
$1K 16
AF
215
Allworth Financial
California
$1K 32
LF
216
Lee Financial
Texas
$1K 12
TWA
217
TCI Wealth Advisors
Arizona
$1K 21
KFS
218
Kelly Financial Services
Massachusetts
$849 19
NDSI
219
Newman Dignan & Sheerar Inc
Rhode Island
$245 54,004 +48,545 +889%
MWM
220
Merriman Wealth Management
Washington
-173,048 Closed
AAS
221
Avantax Advisory Services
Texas
-77,738 Closed
OMC
222
Old Mission Capital
Illinois
-42,402 Closed
Jane Street
223
Jane Street
New York
-23,394 Closed
PI
224
Parkside Investments
Illinois
-21,800 Closed
TI
225
Trexquant Investment
Connecticut
-17,322 Closed