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Schwab Fundamental US Large Company Index ETF

218 hedge funds and large institutions have $4.4B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 77 increasing their positions, 58 reducing their positions, and 17 closing their positions.

Holders
218
Holders Change
+28
Holders Change %
+14.74%
% of All Funds
3.87%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
45
Increased
77
Reduced
58
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.67B 81,093,260 +2,417,664 +3%
ML
2
McAdam LLC
Pennsylvania
$65.9M 1,408,027 +59,003 +4%
GWS
3
Glassman Wealth Services
Virginia
$57.7M 1,273,365 +49,563 +4%
KLI
4
Kelman-Lazarov Inc
Tennessee
$40.5M 893,757 +4,228 +0.5%
CCA
5
Cobblestone Capital Advisors
New York
$38.9M 859,907 +12,609 +1%
OFG
6
Oxford Financial Group
Indiana
$28.1M 619,520 -26,612 -4%
AFA
7
Arlington Financial Advisors
California
$26.7M 589,028 +20,537 +4%
RC
8
RegentAtlantic Capital
New Jersey
$24.6M 543,668 -9,446 -2%
RCA
9
Resonant Capital Advisors
Wisconsin
$23.9M 528,104 +26,201 +5%
LNC
10
Lincoln National Corp
Pennsylvania
$18.3M 403,535 -33,332 -8%
Ameriprise
11
Ameriprise
Minnesota
$17.9M 396,260 -40,329 -9%
Morgan Stanley
12
Morgan Stanley
New York
$16.5M 365,219 +52,428 +17%
PS
13
Planned Solutions
California
$15.5M 341,452 +8,459 +3%
CST
14
Charles Schwab Trust
Nevada
$14.8M 327,756 +78,996 +32%
CC
15
Callan Capital
California
$12.6M 278,721 +32,327 +13%
Bank of America
16
Bank of America
North Carolina
$12.1M 267,039 +16,646 +7%
UBS Group
17
UBS Group
Switzerland
$11.5M 254,267 +92,891 +58%
OWM
18
Opes Wealth Management
California
$11.4M 251,364 -14,402 -5%
KAS
19
Kestra Advisory Services
Texas
$10.3M 228,185 +12,057 +6%
WPIC
20
White Pine Investment Company
Michigan
$10M 221,292 +12,930 +6%
MAM
21
Madison Asset Management
Wisconsin
$9.63M 212,690 -5,517 -3%
CWM
22
Cabot Wealth Management
Massachusetts
$9.36M 206,658 +1,753 +0.9%
GC
23
Gratus Capital
Georgia
$9.11M 201,063 -15,495 -7%
QCG
24
Quadrant Capital Group
Ohio
$8.87M 195,849 +12,746 +7%
FCM
25
Firestone Capital Management
Florida
$8.85M 195,358 +8,518 +5%