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Schwab Fundamental US Large Company Index ETF

42 hedge funds and large institutions have $367M invested in Schwab Fundamental US Large Company Index ETF in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 5

125% more capital invested

Capital invested by funds: $163M → $367M (+$204M)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

43.24% more ownership

Funds ownership: 119.61%162.85% (+43%)

11% more funds holding

Funds holding: 3842 (+4)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
18
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
26
Washington Trust Bank
Washington
$241K
US Bancorp
27
US Bancorp
Minnesota
$89K
OAJ
28
Ogorek Anthony Joseph
New York
$76K +$304 +30 +0.4%
Morgan Stanley
29
Morgan Stanley
New York
$73K
MFS
30
MSI Financial Services
Massachusetts
$59K +$60.6K +5,973 +199,100%
APSP
31
Asset Planning Services (Pennsylvania)
Pennsylvania
$53K +$53.7K +5,298 New
MAS
32
Madden Advisory Services
Florida
$29K +$30.4K +3,000 New
TRCT
33
Tower Research Capital (TRC)
New York
$16K +$943 +93 +6%
Wells Fargo
34
Wells Fargo
California
$15K +$15.3K +1,512 New
MWP
35
MYCIO Wealth Partners
Pennsylvania
$12K
IF
36
Ironwood Financial
Arizona
$5K +$5.02K +495 New
PO
37
Private Ocean
California
$4K -$974 -96 -20%
BC
38
Bartlett & Co
Ohio
$3K
BJ
39
Brouwer & Janachowski
California
$3K +$3.47K +342 New
W
40
Wealthfront
California
$1K +$609 +60 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
-$11.1M -1,105,209 Closed
SWM
42
Strategic Wealth Management
Washington
-$6.51M -650,877 Closed
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
-$5.31M -531,390 Closed
Jane Street
44
Jane Street
New York
-$2.48M -248,430 Closed
ONB
45
Old National Bancorp
Indiana
-$164K -16,368 Closed
TAT
46
TD Ameritrade Trust
Colorado
+$61 +6 New