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Schwab Fundamental International Large Company Index ETF

73 hedge funds and large institutions have $1.56B invested in Schwab Fundamental International Large Company Index ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

27% more capital invested

Capital invested by funds: $1.22B → $1.56B (+$331M)

0% more funds holding

Funds holding: 7373 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1.43% less ownership

Funds ownership: 76.83%75.4% (-1.4%)

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.2%
New
11
Increased
32
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.08B +$220M +8,403,488 +26%
USAA
2
United Services Automobile Association
Texas
$229M +$20.9M +797,800 +10%
BlackRock
3
BlackRock
New York
$58.8M -$1.93M -73,976 -3%
SWM
4
SVA Wealth Management
Wisconsin
$45.9M +$3.88M +148,428 +9%
VCM
5
Vigilant Capital Management
Maine
$32.3M +$785K +30,007 +3%
OA
6
Opes Advisors
California
$13.2M +$865K +33,083 +7%
CWM
7
Cabot Wealth Management
Massachusetts
$12.3M +$3.61M +138,054 +43%
BO
8
BRR OpCo
Ohio
$8.18M +$450K +17,209 +6%
REMPR
9
Roof Eidam Maycock Peralta (REMP)
California
$7.69M +$5.69M +217,665 +314%
HCM
10
Hengehold Capital Management
Ohio
$7.36M +$178K +6,799 +3%
MWM
11
Merriman Wealth Management
Washington
$6.35M -$36.5K -1,394 -0.6%
Bank of America
12
Bank of America
North Carolina
$5.97M +$1.33M +50,739 +30%
UCFA
13
United Capital Financial Advisors
Texas
$4.89M +$91.6K +3,503 +2%
ADL
14
Asset Dedication LLC
California
$4.2M -$678K -25,902 -14%
TYCC
15
Texas Yale Capital Corp
Florida
$3.36M +$409K +15,625 +14%
CFA
16
Cahill Financial Advisors
Minnesota
$2.98M +$53.5K +2,046 +2%
FANJ
17
Financial Architects (New Jersey)
New Jersey
$2.81M +$684K +26,156 +33%
BCI
18
Brinker Capital Investments
Pennsylvania
$2.65M +$880K +33,645 +52%
AG
19
Advisor Group
Arizona
$2.17M +$1.99M +76,179 +1,586%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.88M +$891K +34,046 +95%
TFO
21
Tarbox Family Office
California
$1.78M +$1.73M +66,294 New
Ameriprise
22
Ameriprise
Minnesota
$1.53M +$1.21M +46,356 +438%
SFA
23
Sequoia Financial Advisors
Ohio
$1.52M -$162K -6,202 -10%
GS
24
Girard Securities
California
$1.5M +$592K +22,632 +68%
CC
25
Callan Capital
California
$1.21M +$124K +4,754 +12%