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Schwab Fundamental US Large Company Index ETF

196 hedge funds and large institutions have $3.45B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 85 reducing their positions, and 30 closing their positions.

Holders
196
Holders Change
Holders Change %
0%
% of All Funds
4.03%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.33%
New
31
Increased
48
Reduced
85
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.88B 78,154,368 -37,971,389 -33%
ML
2
McAdam LLC
Pennsylvania
$47.6M 1,292,714 +54,204 +4%
GWS
3
Glassman Wealth Services
Virginia
$45.7M 1,241,000 +112,638 +10%
KLI
4
Kelman-Lazarov Inc
Tennessee
$33.3M 903,526 +64,208 +8%
CCA
5
Cobblestone Capital Advisors
New York
$31.1M 843,019 +20,655 +3%
OFG
6
Oxford Financial Group
Indiana
$25.5M 691,553 -9,578 -1%
Victory Capital Management
7
Victory Capital Management
Texas
$24M 650,652 -650,652 -50%
AFA
8
Arlington Financial Advisors
California
$21.3M 578,960 -1,538 -0.3%
Ameriprise
9
Ameriprise
Minnesota
$19.2M 520,985 -246,844 -32%
RC
10
RegentAtlantic Capital
New Jersey
$17.9M 484,934 +25,168 +5%
RCA
11
Resonant Capital Advisors
Wisconsin
$17.4M 471,190 +194,141 +70%
LNC
12
Lincoln National Corp
Pennsylvania
$16.1M 438,042 -2,773 -0.6%
Morgan Stanley
13
Morgan Stanley
New York
$11.8M 321,142 -3,214 -1%
TA
14
Tiedemann Advisors
New York
$11.3M 306,376 -305,000 -50%
OWM
15
Opes Wealth Management
California
$11.1M 301,480 +208,688 +225%
Bank of America
16
Bank of America
North Carolina
$9.6M 260,540 -118,805 -31%
CST
17
Charles Schwab Trust
Nevada
$8.57M 232,572 +102,573 +79%
CWM
18
Cabot Wealth Management
Massachusetts
$7.76M 210,603 +19,584 +10%
GC
19
Gratus Capital
Georgia
$7.51M 203,881 -20,744 -9%
WPIC
20
White Pine Investment Company
Michigan
$7.17M 194,681 +43,511 +29%
FCM
21
Firestone Capital Management
Florida
$6.9M 187,222 -25,299 -12%
MWP
22
Moller Wealth Partners
$6.8M 184,520 -51,119 -22%
MWM
23
Merriman Wealth Management
Washington
$6.53M 177,294 +177,294 New
QCG
24
Quadrant Capital Group
Ohio
$6.32M 171,443 -748,365 -81%
BC
25
Bartlett & Co
Ohio
$6.27M 170,219 +56,174 +49%