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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$318M
2
CCA
2
Cobblestone Capital Advisors
New York
$13.6M
3
USAA
3
United Services Automobile Association
Texas
$3.25M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$2.13M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$3.72M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$2.85M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
SWM
3
Strategic Wealth Management
Washington
$0
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WTB
26
Washington Trust Bank
Washington
$241K 8,110 – –
US Bancorp
27
US Bancorp
Minnesota
$89K 3,000 – –
OAJ
28
Ogorek Anthony Joseph
New York
$76K 2,543 +10 +0.4%
Morgan Stanley
29
Morgan Stanley
New York
$73K 2,447 – –
MFS
30
MSI Financial Services
Massachusetts
$59K 1,992 +1,991 +199,100%
APSP
31
Asset Planning Services (Pennsylvania)
Pennsylvania
$53K 1,766 +1,766 New
MAS
32
Madden Advisory Services
Florida
$29K 1,000 +1,000 New
TRCT
33
Tower Research Capital (TRC)
New York
$16K 531 +31 +6%
Wells Fargo
34
Wells Fargo
California
$15K 504 +504 New
MWP
35
MYCIO Wealth Partners
Pennsylvania
$12K 400 – –
IF
36
Ironwood Financial
Arizona
$5K 165 +165 New
PO
37
Private Ocean
California
$4K 126 -32 -20%
BC
38
Bartlett & Co
Ohio
$3K 100 – –
BJ
39
Brouwer & Janachowski
California
$3K 114 +114 New
W
40
Wealthfront
California
$1K 20 +20 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
– – -368,403 Closed
SWM
42
Strategic Wealth Management
Washington
– – -216,959 Closed
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
– – -177,130 Closed
Jane Street
44
Jane Street
New York
– – -82,810 Closed
ONB
45
Old National Bancorp
Indiana
– – -5,456 Closed
Parallax Volatility Advisers
46
Parallax Volatility Advisers
California
$0 1 – –
TAT
47
TD Ameritrade Trust
Colorado
$0 2 +2 New
1
2