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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
ASN
201
Advisory Services Network
Georgia
$387K +$152K +7,770 +65%
TPA
202
Trivium Point Advisory
Connecticut
$386K +$386K +19,749 New
CW
203
CreativeOne Wealth
Kansas
$382K -$270K -13,827 -41%
LWAC
204
Laurel Wealth Advisors (California)
California
$379K -$44.4K -2,271 -10%
SIC
205
SJS Investment Consulting
Ohio
$375K +$375K +19,209 New
EWA
206
EP Wealth Advisors
California
$362K +$362K +18,510 New
DC
207
Davenport & Co
Virginia
$356K +$356K +18,237 New
ICG
208
InterOcean Capital Group
Tennessee
$342K +$35.1K +1,797 +11%
AOWM
209
Alpha Omega Wealth Management
Virginia
$339K +$117K +5,883 +53%
CAM
210
Concorde Asset Management
Michigan
$336K +$336K +17,190 New
Northern Trust
211
Northern Trust
Illinois
$335K -$14.9K -765 -4%
WFA
212
Wade Financial Advisory
California
$327K
BSW
213
Buckingham Strategic Wealth
Missouri
$320K -$29K -1,485 -8%
ACA
214
Ackerman Capital Advisors
Texas
$310K +$48.9K +2,502 +19%
AAS
215
Ameritas Advisory Services
Nebraska
$310K +$310K +15,888 New
BPA
216
Beacon Pointe Advisors
California
$309K +$8.8K +450 +3%
William Blair & Company
217
William Blair & Company
Illinois
$309K +$298K +15,246 +2,620%
AIP
218
Ahrens Investment Partners
Louisiana
$306K +$306K +15,654 New
HR
219
Howe & Rusling
New York
$295K -$11.5K -591 -4%
Lido Advisors
220
Lido Advisors
California
$293K
RCI
221
RS Crum Inc
California
$293K +$293K +15,000 New
MFC
222
Morris Financial Concepts
South Carolina
$291K +$291K +14,892 New
Janney Montgomery Scott
223
Janney Montgomery Scott
Pennsylvania
$288K +$4.34K +222 +2%
MCM
224
Mengis Capital Management
Oregon
$287K -$35.7K -1,830 -11%
BJL
225
Brighton Jones LLC
Washington
$287K +$1.35K +69 +0.5%