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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 %
BAM
201
Bellevue Asset Management
Washington
$104K -$63.8K -3,489 -38%
AC
202
Arjuna Capital
North Carolina
$102K +$102K +5,586 New
TAM
203
Townsend Asset Management
North Carolina
$101K +$381 +21 +0.4%
CP
204
Castleview Partners
Texas
$98K +$98K +5,400 New
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$87K +$35.7K +1,968 +70%
MAM
206
McCarthy Asset Management
California
$82K +$384 +21 +0.5%
MA
207
MCF Advisors
Kentucky
$82K +$65.1K +3,558 +384%
EVM
208
Eaton Vance Management
Massachusetts
$79K -$73.9K -4,026 -48%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$79K +$1.85K +102 +2%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$77K
ASN
211
Advisory Services Network
Georgia
$73K +$73K +3,978 New
BWM
212
Baystate Wealth Management
Massachusetts
$72K
WWM
213
Wolff Wiese Magana
California
$68K +$68K +3,705 New
HFA
214
Hoover Financial Advisors
Pennsylvania
$66K +$5.46K +300 +9%
ADL
215
Asset Dedication LLC
California
$65K +$30.2K +1,638 +87%
RDWM
216
Red Door Wealth Management
Tennessee
$65K +$65K +3,570 New
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$65K +$65K +3,573 New
VCM
218
Vigilant Capital Management
Maine
$65K +$65K +3,591 New
BWA
219
BDO Wealth Advisors
Florida
$61K -$16.4K -900 -21%
HIA
220
Harbor Investment Advisory
Maryland
$61K +$6.54K +360 +12%
ME
221
McIlrath & Eck
Washington
$53K
SFPG
222
Stonebridge Financial Planning Group
Florida
$53K
APA
223
American Portfolios Advisors
New York
$51K +$7.28K +399 +17%
JFA
224
JNBA Financial Advisors
Minnesota
$49K
WPA
225
West Paces Advisors
Georgia
$48.5K +$48.5K +2,661 New