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Schwab Fundamental US Large Company Index ETF

280 hedge funds and large institutions have $5.77B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 67 reducing their positions, and 17 closing their positions.

Holders
280
Holders Change
+23
Holders Change %
+8.95%
% of All Funds
4.89%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
40
Increased
123
Reduced
67
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.66B 85,152,872 +1,910,972 +2%
ML
2
McAdam LLC
Pennsylvania
$93.1M 1,689,513 +214,413 +15%
GWS
3
Glassman Wealth Services
Virginia
$70.5M 1,288,371 +13,509 +1%
AWM
4
AE Wealth Management
Kansas
$53.9M 984,587 +979,719 +20,126%
KLI
5
Kelman-Lazarov Inc
Tennessee
$42.3M 773,458 -125,228 -14%
OFG
6
Oxford Financial Group
Indiana
$33.2M 606,090 -13,436 -2%
RCA
7
Resonant Capital Advisors
Wisconsin
$32.2M 588,680 +27,869 +5%
Morgan Stanley
8
Morgan Stanley
New York
$31.5M 575,967 +188,095 +48%
AFA
9
Arlington Financial Advisors
California
$30.2M 552,390 -40,144 -7%
CST
10
Charles Schwab Trust
Nevada
$24.4M 446,282 +5,841 +1%
AA
11
Ashford Advisors
New York
$22M 402,174 +112,608 +39%
Ameriprise
12
Ameriprise
Minnesota
$21.6M 395,337 +11,086 +3%
LNC
13
Lincoln National Corp
Pennsylvania
$21.4M 391,788 +9,496 +2%
CC
14
Callan Capital
California
$20.1M 366,783 +14,840 +4%
PS
15
Planned Solutions
California
$18.9M 345,547 +1,704 +0.5%
GAM
16
Gemmer Asset Management
California
$17.9M 327,897 +210,792 +180%
Creative Planning
17
Creative Planning
Kansas
$17.1M 312,960 +258,168 +471%
TWM
18
Tanglewood Wealth Management
Texas
$16.8M 307,604 +18,418 +6%
UBS Group
19
UBS Group
Switzerland
$16.4M 300,049 -3,119 -1%
RC
20
RegentAtlantic Capital
New Jersey
$15.8M 289,017 -24,250 -8%
Truist Financial
21
Truist Financial
North Carolina
$15.5M 283,568 -3,347 -1%
Bank of America
22
Bank of America
North Carolina
$14.8M 270,759 +41,350 +18%
SL
23
Systelligence LLC
Minnesota
$14.4M 262,925 +189,642 +259%
LRIA
24
Leonard Rickey Investment Advisors
Washington
$14.4M 265,043 +96,322 +57%
LF
25
Lee Financial
Texas
$14M 256,407 +205,343 +402%