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Schwab Fundamental US Large Company Index ETF

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
Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.23%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
8
Increased
20
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$275K +$275K +30,777 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$240K -$770K -84,729 -76%
WTB
28
Washington Trust Bank
Washington
$221K
SHJ
29
Sharkey, Howes & Javer
Colorado
$178K -$61.4K -6,639 -26%
APSP
30
Asset Planning Services (Pennsylvania)
Pennsylvania
$141K +$92.8K +10,209 +193%
MFS
31
MSI Financial Services
Massachusetts
$93K +$38.8K +4,275 +72%
US Bancorp
32
US Bancorp
Minnesota
$82K
OAJ
33
Ogorek Anthony Joseph
New York
$70K +$329 +36 +0.5%
Morgan Stanley
34
Morgan Stanley
New York
$67K
MAS
35
Madden Advisory Services
Florida
$27K
TRCT
36
Tower Research Capital (TRC)
New York
$19K +$4.59K +507 +32%
MWP
37
MYCIO Wealth Partners
Pennsylvania
$11K
IF
38
Ironwood Financial
Arizona
$4K
BC
39
Bartlett & Co
Ohio
$3K
PO
40
Private Ocean
California
$1K -$2.23K -261 -69%
W
41
Wealthfront
California
$1K +$48 +3 +5%
S
42
SignatureFD
Georgia
$1K +$1K +138 New
SWA
43
SFMG Wealth Advisors
Texas
-$2.85M -286,950 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$1.32M -133,548 Closed
SG Americas Securities
45
SG Americas Securities
New York
-$259K -26,100 Closed
BW
46
Bison Wealth
Georgia
-$250K -25,179 Closed
Wells Fargo
47
Wells Fargo
California
-$15K -1,512 Closed
BJ
48
Brouwer & Janachowski
California
-$3K -342 Closed