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Schwab Fundamental US Large Company Index ETF

FNDX

Market cap $26.3B

44 hedge funds and large institutions have $466M invested in Schwab Fundamental US Large Company Index ETF in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New

Increased

Maintained

Reduced

Closed

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

27% more capital invested

Capital invested by funds: $367M → $466M (+$99.6M)

25.02% more ownership

Funds ownership: 162.85% → 187.86% (+25%)

5% more funds holding

Funds holding: 42 → 44 (+2)

Holders

Holders Change

Holders Change %

+4.76%

% of All Funds

1.23%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+100%

% of All Funds

0.11%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	CSIA Charles Schwab Investment Advisory San Francisco, California	+$98.4M
2	HP HT Partners Centerbrook, Connecticut	+$27M
3	USAA United Services Automobile Association San Antonio, Texas	+$8.91M
4	UCFA United Capital Financial Advisors Irving, Texas	+$3.34M
5	RC RegentAtlantic Capital Morristown, New Jersey	+$1.31M

Top Sellers

1	SWA SFMG Wealth Advisors Plano, Texas	-$2.85M
2	Susquehanna International Group Bala Cynwyd, Pennsylvania	-$1.32M
3	Royal Bank of Canada Toronto, Ontario, Canada	-$815K
4	SG Americas Securities New York	-$259K
5	BW Bison Wealth Atlanta, Georgia	-$250K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 Ameriprise Minneapolis, Minnesota	$275K	+$296K	+30,777	New
27	27 Royal Bank of Canada Toronto, Ontario, Canada	$240K	-$815K	-84,729	-76%
28	WTB 28 Washington Trust Bank Spokane, Washington	$221K	–	–	–
29	SHJ 29 Sharkey, Howes & Javer Denver, Colorado	$178K	-$63.8K	-6,639	-26%
30	APSP 30 Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$141K	+$98.2K	+10,209	+193%
31	MFS 31 MSI Financial Services Springfield, Massachusetts	$93K	+$41.1K	+4,275	+72%
32	32 US Bancorp Minneapolis, Minnesota	$82K	–	–	–
33	OAJ 33 Ogorek Anthony Joseph Williamsville, New York	$70K	+$346	+36	+0.5%
34	34 Morgan Stanley New York	$67K	–	–	–
35	MAS 35 Madden Advisory Services Jacksonville, Florida	$27K	–	–	–
36	TRCT 36 Tower Research Capital (TRC) New York	$19K	+$4.88K	+507	+32%
37	MWP 37 MYCIO Wealth Partners Philadelphia, Pennsylvania	$11K	–	–	–
38	IF 38 Ironwood Financial Tucson, Arizona	$4K	–	–	–
39	BC 39 Bartlett & Co Cincinnati, Ohio	$3K	–	–	–
40	PO 40 Private Ocean San Rafael, California	$1K	-$2.51K	-261	-69%
41	W 41 Wealthfront Palo Alto, California	$1K	+$29	+3	+5%
42	S 42 SignatureFD Atlanta, Georgia	$1K	+$1.33K	+138	New
43	SWA 43 SFMG Wealth Advisors Plano, Texas	–	-$2.85M	-286,950	Closed
44	44 Susquehanna International Group Bala Cynwyd, Pennsylvania	–	-$1.32M	-133,548	Closed
45	45 SG Americas Securities New York	–	-$259K	-26,100	Closed
46	BW 46 Bison Wealth Atlanta, Georgia	–	-$250K	-25,179	Closed
47	47 Wells Fargo San Francisco, California	–	-$15K	-1,512	Closed
48	BJ 48 Brouwer & Janachowski Mill Valley, California	–	-$3K	-342	Closed