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Schwab Fundamental US Large Company Index ETF

196 hedge funds and large institutions have $4.2B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 48 closing their positions.

Holders
196
Holders Change
-26
Holders Change %
-11.71%
% of All Funds
4.33%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.42%
New
26
Increased
68
Reduced
67
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.64B 116,125,757 +10,726,263 +10%
Victory Capital Management
2
Victory Capital Management
Texas
$40.8M 1,301,304 +733,805 +129%
ML
3
McAdam LLC
Pennsylvania
$38.8M 1,238,510 +108,400 +10%
GWS
4
Glassman Wealth Services
Virginia
$35.4M 1,128,362 +155,666 +16%
QCG
5
Quadrant Capital Group
Ohio
$28.8M 919,808 +55,159 +6%
Ameriprise
6
Ameriprise
Minnesota
$28.7M 767,829 -121,789 -14%
KLI
7
Kelman-Lazarov Inc
Tennessee
$26.3M 839,318 +421,367 +101%
CCA
8
Cobblestone Capital Advisors
New York
$25.8M 822,364 +186,627 +29%
OFG
9
Oxford Financial Group
Indiana
$22M 701,131 -69,376 -9%
TA
10
Tiedemann Advisors
New York
$19.2M 611,376 +972 +0.2%
AFA
11
Arlington Financial Advisors
California
$18.2M 580,498 +40,175 +7%
RC
12
RegentAtlantic Capital
New Jersey
$14.4M 459,766 +92,920 +25%
LNC
13
Lincoln National Corp
Pennsylvania
$13.8M 440,815 -11,282 -2%
DSA
14
Droms Strauss Advisors
Missouri
$12.1M 384,631 -81,851 -18%
Bank of America
15
Bank of America
North Carolina
$11.9M 379,345 +178,492 +89%
Morgan Stanley
16
Morgan Stanley
New York
$10.2M 324,356 +44,432 +16%
ACA
17
Ackerman Capital Advisors
Texas
$9.18M 292,879 -144,695 -33%
RCA
18
Resonant Capital Advisors
Wisconsin
$8.68M 277,049 +67,791 +32%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.52M 272,029 -19,206 -7%
MWP
20
Moller Wealth Partners
$7.38M 235,639 +48,430 +26%
GC
21
Gratus Capital
Georgia
$7.04M 224,625 +52,678 +31%
YAL
22
Your Advocates Ltd
Texas
$6.79M 216,672 +101,204 +88%
CC
23
Callan Capital
California
$6.71M 214,161 -104,969 -33%
FCM
24
Firestone Capital Management
Florida
$6.66M 212,521 -614 -0.3%
CWM
25
Cabot Wealth Management
Massachusetts
$5.99M 191,019 +9,338 +5%