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Schwab Fundamental International Large Company Index ETF

123 hedge funds and large institutions have $2.93B invested in Schwab Fundamental International Large Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 27

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

7% more capital invested

Capital invested by funds: $2.73B → $2.93B (+$197M)

4% more funds holding

Funds holding: 118123 (+5)

0.4% less ownership

Funds ownership: 79.81%79.41% (-0.4%)

Holders
123
Holders Change
+5
Holders Change %
+4.24%
% of All Funds
2.82%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.39%
New
18
Increased
53
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DP
51
Denver PWM
Colorado
$664K +$42.6K +1,388 +7%
LPL Financial
52
LPL Financial
California
$621K +$190K +6,174 +42%
TA
53
Tiedemann Advisors
New York
$611K +$625K +20,340 New
AWM
54
Altium Wealth Management
New York
$603K +$31.1K +1,014 +5%
Creative Planning
55
Creative Planning
Kansas
$590K +$321K +10,459 +113%
LTFS
56
Ladenburg Thalmann Financial Services
Florida
$581K +$241K +7,860 +68%
SHA
57
Seneca House Advisors
Virginia
$574K +$53.1K +1,730 +10%
W
58
Wealthfront
California
$517K -$83.3K -2,711 -14%
CWM
59
Capital Wealth Management
Rhode Island
$506K -$108K -3,513 -17%
NDSI
60
Newman Dignan & Sheerar Inc
Rhode Island
$486K +$6.85K +223 +1%
MIAN
61
Mariner Independent Advisor Network
Kansas
$472K +$111K +3,614 +30%
JWM
62
Janiczek Wealth Management
Colorado
$459K +$47.7K +1,554 +11%
ACP
63
Aviance Capital Partners
Florida
$457K -$53.3K -1,734 -10%
US Bancorp
64
US Bancorp
Minnesota
$454K -$89.1K -2,902 -16%
AG
65
Advisor Group
Arizona
$450K +$116K +3,781 +34%
WA
66
Wealth Architects
California
$399K -$5.47K -178 -1%
HSA
67
HBK Sorce Advisory
Pennsylvania
$374K
PA
68
Paracle Advisors
Washington
$357K
FA
69
FDx Advisors
Illinois
$348K +$357K +11,622 New
EWM
70
Empirical Wealth Management
Washington
$327K +$335K +10,912 New
BC
71
Burleson & Co
California
$305K
BWM
72
BerganKDV Wealth Management
Minnesota
$284K +$73.1K +2,381 +34%
Wells Fargo
73
Wells Fargo
California
$279K +$234K +7,633 +457%
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$272K +$13.5K +439 +5%
VNA
75
Valley National Advisers
Pennsylvania
$265K -$13.8K -449 -5%