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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 %
ME
201
McIlrath & Eck
Washington
$50K
BlackRock
202
BlackRock
New York
$50K +$12.9K +744 +35%
SFPG
203
Stonebridge Financial Planning Group
Florida
$50K +$50K +2,862 New
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$49K +$18.3K +1,053 +59%
JFA
205
JNBA Financial Advisors
Minnesota
$47K
Franklin Resources
206
Franklin Resources
California
$47K +$15.7K +909 +50%
CL
207
COWA LLC
Oklahoma
$43K +$160 +9 +0.4%
APA
208
American Portfolios Advisors
New York
$41.3K +$10.4K +603 +34%
BFC
209
Bedel Financial Consulting
Indiana
$41K
BW
210
Bison Wealth
Georgia
$41K +$33.7K +1,956 +459%
JPLA
211
Joseph P. Lucia & Associates
New York
$37K
William Blair & Company
212
William Blair & Company
Illinois
$33K -$30.7K -1,809 -48%
ADL
213
Asset Dedication LLC
California
$33K -$28.6K -1,638 -46%
CTC
214
Central Trust Company
Missouri
$29K +$29K +1,692 New
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$27K +$27K +1,554 New
GAM
216
Grandview Asset Management
Pennsylvania
$27K +$27K +1,575 New
JPMorgan Chase & Co
217
JPMorgan Chase & Co
New York
$24K +$3.01K +171 +14%
TWM
218
Tradition Wealth Management
Minnesota
$23K +$23K +1,350 New
RG
219
Retirement Group
California
$22K
PMFA
220
Plante Moran Financial Advisors
Michigan
$20K +$20K +1,134 New
ATC
221
Adirondack Trust Company
New York
$20K +$20K +1,155 New
HS
222
Horan Securities
United States
$19K
SIS
223
Sound Income Strategies
Florida
$18.6K +$18.6K +1,077 New
JCM
224
Jacobi Capital Management
Pennsylvania
$17K
RIM
225
Rockbridge Investment Management
New York
$17K