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Schwab Fundamental US Large Company Index ETF

396 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
6.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
70
Increased
179
Reduced
83
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DACG
201
Donor Advised Charitable Giving
California
$453K +$1.82K +93 +0.4%
WFA
202
Wellspring Financial Advisors
Ohio
$453K +$1.81K +93 +0.4%
JIC
203
Johnson Investment Counsel
Ohio
$452K +$28.6K +1,464 +7%
AWA
204
Arete Wealth Advisors
Illinois
$445K +$3.16K +162 +0.7%
AAS
205
Ameritas Advisory Services
Nebraska
$445K +$135K +6,951 +44%
SWP
206
Stratos Wealth Partners
Ohio
$442K +$442K +22,653 New
CFO
207
Collective Family Office
Pennsylvania
$440K +$200K +10,269 +83%
Renaissance Technologies
208
Renaissance Technologies
New York
$439K -$702K -36,000 -62%
WFA
209
Wade Financial Advisory
California
$435K +$108K +5,535 +33%
GM
210
GeoWealth Management
Illinois
$434K +$434K +22,314 New
EAM
211
Evanson Asset Management
California
$432K
KFS
212
Kelly Financial Services
Massachusetts
$432K +$321K +16,449 +288%
Jane Street
213
Jane Street
New York
$429K +$429K +22,014 New
LA
214
Latitude Advisors
Florida
$423K +$423K +21,672 New
PA
215
Parallel Advisors
California
$415K +$308K +15,591 +289%
BSW
216
Buckingham Strategic Wealth
Missouri
$413K +$93.2K +4,779 +29%
VCM
217
Vigilant Capital Management
Maine
$412K -$13.2K -675 -3%
Northern Trust
218
Northern Trust
Illinois
$410K +$75.4K +3,870 +23%
Lido Advisors
219
Lido Advisors
California
$409K +$117K +6,000 +40%
LWAC
220
Laurel Wealth Advisors (California)
California
$404K +$26.3K +1,347 +7%
William Blair & Company
221
William Blair & Company
Illinois
$404K +$95.4K +4,893 +31%
JBA
222
Johnson Bixby & Associates
Washington
$400K +$400K +20,490 New
BDF
223
Balasa Dinverno & Foltz
$398K
BEAM
224
Baker Ellis Asset Management
Washington
$398K
WG
225
Welch Group
Alabama
$397K