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Schwab Fundamental US Large Company Index ETF

362 hedge funds and large institutions have $7.5B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 136 increasing their positions, 79 reducing their positions, and 23 closing their positions.

Holders
362
Holders Change
+60
Holders Change %
+19.87%
% of All Funds
5.59%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.56%
New
89
Increased
136
Reduced
79
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$5.3B 90,373,834 +2,423,811 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$368M 6,285,518 +6,066,127 +2,765%
Osaic Holdings
3
Osaic Holdings
Arizona
$188M 3,204,499 +3,074,764 +2,370%
CCMG
4
Clark Capital Management Group
Pennsylvania
$126M 2,142,944 +2,003,004 +1,431%
ML
5
McAdam LLC
Pennsylvania
$111M 1,895,451 +126,983 +7%
GWS
6
Glassman Wealth Services
Virginia
$76.6M 1,307,516 +1,228 +0.1%
AWM
7
AE Wealth Management
Kansas
$75.6M 1,289,392 +194,948 +18%
WTA
8
Washington Trust Advisors
Massachusetts
$51M 870,754 +870,754 New
NB
9
Northwest Bancshares
Pennsylvania
$46.6M 795,227 +795,227 New
KLI
10
Kelman-Lazarov Inc
Tennessee
$45.9M 782,848 +10,175 +1%
OPS
11
Orion Portfolio Solutions
Nebraska
$44.1M 752,078 +752,078 New
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$42.8M 729,667 +705,161 +2,878%
AFA
13
Arlington Financial Advisors
California
$32.8M 559,129 +6,498 +1%
OFG
14
Oxford Financial Group
Indiana
$31.5M 537,203 -54,542 -9%
Bank of America
15
Bank of America
North Carolina
$30.8M 526,118 +48,825 +10%
CC
16
Callan Capital
California
$30.8M 525,875 +98,134 +23%
LF
17
Lee Financial
Texas
$30.5M 520,589 +35,792 +7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$28.1M 479,160 +316,605 +195%
AA
19
Ashford Advisors
New York
$27.1M 462,069 +16,686 +4%
Ameriprise
20
Ameriprise
Minnesota
$26.9M 459,012 +36,702 +9%
Morgan Stanley
21
Morgan Stanley
New York
$25.9M 441,187 +23,336 +6%
GAM
22
Gemmer Asset Management
California
$25.3M 432,312 +58,825 +16%
LNC
23
Lincoln National Corp
Pennsylvania
$22.3M 380,172 -11,026 -3%
LPL Financial
24
LPL Financial
California
$21.8M 372,299 +120,930 +48%
PS
25
Planned Solutions
California
$20.4M 348,557 +348,557 New