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Schwab Fundamental US Large Company Index ETF

196 hedge funds and large institutions have $4.2B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-26
Holders Change %
-11.71%
% of All Funds
4.33%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.42%
New
26
Increased
68
Reduced
67
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
-$196K -13,830 Closed
HCA
227
Horan Capital Advisors
Ohio
-$106K -7,425 Closed
SSB
228
Sandy Spring Bank
Maryland
-$59K -4,146 Closed
BWM
229
BerganKDV Wealth Management
Minnesota
-$53K -3,705 Closed
VCM
230
Vigilant Capital Management
Maine
-$43K -3,000 Closed
AC
231
AlphaCore Capital
California
-$28K -1,965 Closed
CAGAS
232
Capital Advisory Group Advisory Services
Minnesota
-$20K -1,383 Closed
MWP
233
MYCIO Wealth Partners
Pennsylvania
-$19K -1,326 Closed
CL
234
Cabana LLC
Arkansas
-$17K -1,200 Closed
EWM
235
EPG Wealth Management
Georgia
-$13K -933 Closed
KC
236
Knuff & Co
California
-$13K -903 Closed
GWMIA
237
Global Wealth Management Investment Advisory
Florida
-$5K -354 Closed
S
238
SignatureFD
Georgia
-$5K -351 Closed
JWA
239
JFS Wealth Advisors
Pennsylvania
-$5K -345 Closed
LFG
240
Larson Financial Group
Missouri
-$2K -165 Closed
WQ
241
Wealth Quarterback
New Jersey
-$1.03K -72 Closed
SIS
242
Sound Income Strategies
Florida
-$1K -69 Closed
LC
243
Lindbrook Capital
California
-$1K -63 Closed
IFWM
244
Institute for Wealth Management
Colorado
-$1K -36 Closed
Luther King Capital Management (LKCM)
245
Luther King Capital Management (LKCM)
Texas
-$248K