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Schwab Fundamental US Large Company Index ETF

257 hedge funds and large institutions have $5.19B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 92 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 16

46% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 63

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

18% more capital invested

Capital invested by funds: $4.4B → $5.19B (+$795M)

18% more funds holding

Funds holding: 218257 (+39)

1.6% less ownership

Funds ownership: 244.59%242.99% (-1.6%)

Holders
257
Holders Change
+39
Holders Change %
+17.89%
% of All Funds
4.51%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.42%
New
58
Increased
92
Reduced
63
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$4.3B +$105M +6,445,920 +3%
ML
2
McAdam LLC
Pennsylvania
$76.2M +$3.28M +201,219 +5%
GWS
3
Glassman Wealth Services
Virginia
$65.9M +$73.2K +4,491 +0.1%
KLI
4
Kelman-Lazarov Inc
Tennessee
$46.4M +$241K +14,787 +0.6%
OFG
5
Oxford Financial Group
Indiana
$32M +$293 +18 +0%
AFA
6
Arlington Financial Advisors
California
$30.6M +$171K +10,518 +0.6%
RCA
7
Resonant Capital Advisors
Wisconsin
$29M +$1.6M +98,121 +6%
CST
8
Charles Schwab Trust
Nevada
$22.9M +$5.51M +338,055 +34%
Morgan Stanley
9
Morgan Stanley
New York
$20M +$1.11M +67,959 +6%
Ameriprise
10
Ameriprise
Minnesota
$19.9M -$587K -36,027 -3%
LNC
11
Lincoln National Corp
Pennsylvania
$19.8M -$1.04M -63,729 -5%
CC
12
Callan Capital
California
$18.2M +$3.58M +219,666 +26%
PS
13
Planned Solutions
California
$17.8M +$117K +7,173 +0.7%
RC
14
RegentAtlantic Capital
New Jersey
$16.2M -$11.3M -691,203 -42%
UBS Group
15
UBS Group
Switzerland
$15.7M +$2.39M +146,703 +19%
AA
16
Ashford Advisors
New York
$15M +$14.2M +868,698 New
TWM
17
Tanglewood Wealth Management
Texas
$14.9M +$14.1M +867,558 New
Truist Financial
18
Truist Financial
North Carolina
$14.8M +$13.5M +830,712 +2,766%
CCA
19
Cobblestone Capital Advisors
New York
$12.9M -$29.8M -1,827,858 -71%
OWM
20
Opes Wealth Management
California
$12.6M -$362K -22,218 -3%
Bank of America
21
Bank of America
North Carolina
$11.9M -$1.84M -112,890 -14%
MWP
22
Moller Wealth Partners
$11.4M +$2.07M +126,855 +24%
KAS
23
Kestra Advisory Services
Texas
$11.4M -$366K -22,470 -3%
BCWM
24
Bartlett & Co Wealth Management
Ohio
$11.3M +$1.56M +95,841 +17%
BC
25
Bartlett & Co
Ohio
$11.3M +$1.56M +95,841 +17%