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Schwab Fundamental International Large Company Index ETF

73 hedge funds and large institutions have $1.22B invested in Schwab Fundamental International Large Company Index ETF in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 9

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

24% more funds holding

Funds holding: 5973 (+14)

20% more capital invested

Capital invested by funds: $1.02B → $1.22B (+$204M)

1.13% more ownership

Funds ownership: 75.71%76.83% (+1.1%)

Holders
73
Holders Change
+14
Holders Change %
+23.73%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
22
Increased
33
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
26
BlueSky Wealth Advisors
North Carolina
$1.04M +$1.04M +41,640 New
CC
27
Callan Capital
California
$1.02M +$63.9K +2,549 +7%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$901K +$295K +11,776 +49%
GS
29
Girard Securities
California
$839K +$364K +14,491 +77%
UBS Group
30
UBS Group
Switzerland
$742K +$616K +24,561 +491%
CHJWM
31
Carlton Hofferkamp & Jenks Wealth Management
Texas
$706K +$21.3K +850 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$705K -$906K -36,100 -56%
VNA
33
Valley National Advisers
Pennsylvania
$535K -$14.4K -574 -3%
GLRA
34
Gerald L. Ray & Associates
Texas
$462K +$226K +9,000 +96%
SCM
35
SOL Capital Management
Maryland
$452K +$125K +5,000 +38%
LA
36
LVW Advisors
New York
$452K +$129K +5,144 +40%
NDSI
37
Newman Dignan & Sheerar Inc
Rhode Island
$384K -$108K -4,311 -22%
LJAC
38
L.J. Altfest & Co
New York
$381K +$381K +15,170 New
HSA
39
HBK Sorce Advisory
Pennsylvania
$379K +$95.8K +3,819 +34%
ACP
40
Aviance Capital Partners
Florida
$375K +$118K +4,696 +46%
OMC
41
Old Mission Capital
Illinois
$346K -$427K -17,041 -55%
HighTower Advisors
42
HighTower Advisors
Illinois
$323K +$1.05K +42 +0.3%
PA
43
Paracle Advisors
Washington
$299K
IIC
44
Ironwood Investment Counsel
Arizona
$269K
Ameriprise
45
Ameriprise
Minnesota
$266K +$266K +10,587 New
LPL Financial
46
LPL Financial
California
$247K +$245K +9,769 New
WCF
47
West Coast Financial
California
$232K -$844K -33,645 -78%
WSTAM
48
Wilbanks Smith & Thomas Asset Management
Virginia
$216K +$216K +8,620 New
Citigroup
49
Citigroup
New York
$201K
IA
50
IFP Advisors
Florida
$146K +$130K +5,200 +832%