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Schwab Fundamental US Large Company Index ETF

396 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.

Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
6.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
70
Increased
179
Reduced
83
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$5.27B 90,156,174 -217,660 -0.2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$976M 16,687,880 +10,402,362 +165%
Osaic Holdings
3
Osaic Holdings
Arizona
$495M 8,465,093 +5,260,594 +164%
CCMG
4
Clark Capital Management Group
Pennsylvania
$342M 5,838,900 +3,695,956 +172%
ML
5
McAdam LLC
Pennsylvania
$121M 2,074,951 +179,500 +9%
OPS
6
Orion Portfolio Solutions
Nebraska
$119M 2,031,476 +1,279,398 +170%
AWM
7
AE Wealth Management
Kansas
$90.2M 1,542,521 +253,129 +20%
GWS
8
Glassman Wealth Services
Virginia
$77.7M 1,327,730 +20,214 +2%
NB
9
Northwest Bancshares
Pennsylvania
$73.4M 1,253,979 +458,752 +58%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$62.5M 1,067,890 +338,223 +46%
Bank of America
11
Bank of America
North Carolina
$58M 990,725 +464,607 +88%
Morgan Stanley
12
Morgan Stanley
New York
$55.6M 949,811 +508,624 +115%
WTA
13
Washington Trust Advisors
Massachusetts
$55.4M 946,336 +75,582 +9%
KLI
14
Kelman-Lazarov Inc
Tennessee
$46M 786,684 +3,836 +0.5%
CC
15
Callan Capital
California
$43.4M 742,582 +216,707 +41%
LPL Financial
16
LPL Financial
California
$35.5M 606,886 +234,587 +63%
TWM
17
Tanglewood Wealth Management
Texas
$35.3M 603,459 +255,963 +74%
Ameriprise
18
Ameriprise
Minnesota
$34.6M 588,273 +129,261 +28%
LF
19
Lee Financial
Texas
$34.3M 586,663 +66,074 +13%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$32.2M 550,752 +71,592 +15%
AFA
21
Arlington Financial Advisors
California
$30.9M 528,512 -30,617 -5%
GAM
22
Gemmer Asset Management
California
$29.4M 502,911 +70,599 +16%
OFG
23
Oxford Financial Group
Indiana
$29.3M 500,852 -36,351 -7%
AA
24
Ashford Advisors
New York
$28.8M 492,288 +30,219 +7%
UBS Group
25
UBS Group
Switzerland
$27.5M 470,020 +127,366 +37%