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Schwab Fundamental International Large Company Index ETF

138 hedge funds and large institutions have $3B invested in Schwab Fundamental International Large Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

74% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 27

12% more funds holding

Funds holding: 123138 (+15)

3% more capital invested

Capital invested by funds: $2.93B → $3B (+$77.7M)

1.08% less ownership

Funds ownership: 79.41%78.33% (-1.1%)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
138
Holders Change
+15
Holders Change %
+12.2%
% of All Funds
3.16%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.3%
New
29
Increased
47
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
101
Valeo Financial Advisors
Indiana
$39K +$40.8K +1,342 New
CTB
102
Country Trust Bank
Illinois
$36K
AWA
103
Acorn Wealth Advisors
Michigan
$35K
JP Morgan Chase
104
JP Morgan Chase
New York
$34K +$18.2K +600 +106%
BFC
105
Bedel Financial Consulting
Indiana
$33K
CWA
106
Clarus Wealth Advisors
Arizona
$30K +$30.4K +1,000 New
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$25K +$25.3K +833 New
ME
108
McIlrath & Eck
Washington
$24K
BCWM
109
Bartlett & Co Wealth Management
Ohio
$23.2K +$23.9K +787 New
CPIG
110
Chicago Partners Investment Group
Illinois
$23K
BC
111
Bartlett & Co
Ohio
$23K +$23.9K +787 New
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K
PO
113
Private Ocean
California
$19K
JCM
114
Jacobi Capital Management
Pennsylvania
$16K +$16.1K +530 New
SWM
115
SeaCrest Wealth Management
New York
$15K +$7.91K +260 +99%
ASN
116
Advisory Services Network
Georgia
$14K -$116K -3,799 -89%
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$11.9K
SPIA
118
Steward Partners Investment Advisory
New York
$11K
SEI Investments
119
SEI Investments
Pennsylvania
$11K +$10.9K +358 New
HFM
120
Hartford Financial Management
Connecticut
$11K +$11.2K +368 New
KCPG
121
Kavar Capital Partners Group
Kansas
$9K +$669 +22 +8%
TIM
122
Tortoise Investment Management
New York
$9K +$8.79K +289 New
BCM
123
Blume Capital Management
California
$7K
MCM
124
Mainstay Capital Management
Michigan
$6K
GI
125
Gradient Investments
Minnesota
$5K +$5.17K +170 New