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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

46 hedge funds and large institutions have $621M invested in Schwab Fundamental US Large Company Index ETF in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 7 closing their positions.

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
10
Increased
25
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$518M
2
UCFA
2
United Capital Financial Advisors
Texas
$10M
3
TAT
3
TD Ameritrade Trust
Colorado
$3.18M
4
Ameriprise
4
Ameriprise
Minnesota
$3.04M
5
RC
5
RegentAtlantic Capital
New Jersey
$3.2M

Top Sellers

1
WA
1
WESPAC Advisors
California
$0
2
MIH
2
Madison Investment Holdings
Wisconsin
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
IC
4
InterOcean Capital
Illinois
$1.72M
5
MAS
5
Madden Advisory Services
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$481K – – –
FMWA
27
Forvis Mazars Wealth Advisors
Missouri
$444K +$444K +46,488 New
UBS Group
28
UBS Group
Switzerland
$298K +$298K +31,221 New
WTB
29
Washington Trust Bank
Washington
$232K – – –
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$196K +$196K +20,514 New
SHJ
31
Sharkey, Howes & Javer
Colorado
$183K -$372 -39 -0.2%
MFS
32
MSI Financial Services
Massachusetts
$150K +$51.9K +5,427 +53%
APSP
33
Asset Planning Services (Pennsylvania)
Pennsylvania
$149K +$774 +81 +0.5%
US Bancorp
34
US Bancorp
Minnesota
$86K – – –
OAJ
35
Ogorek Anthony Joseph
New York
$74K +$830 +87 +1%
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$73K +$73K +7,620 New
Morgan Stanley
37
Morgan Stanley
New York
$70K – – –
Creative Planning
38
Creative Planning
Kansas
$57K +$57K +5,931 New
ADL
39
Asset Dedication LLC
California
$44K +$44K +4,593 New
S
40
SignatureFD
Georgia
$31K +$29.7K +3,120 +2,261%
TCM
41
Tradewinds Capital Management
Washington
$20K +$20K +2,055 New
BC
42
Bartlett & Co
Ohio
$3K – – –
AIG
43
American International Group
New York
$2K +$2K +207 New
KKAMG
44
Kernodle & Katon Asset Management Group
Arkansas
$1K +$1K +135 New
IA
45
IFP Advisors
Florida
$1K +$1K +150 New
WA
46
WESPAC Advisors
California
– -$1.95M -214,785 Closed
MIH
47
Madison Investment Holdings
Wisconsin
– -$695K -76,443 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$629K -69,144 Closed
MAS
49
Madden Advisory Services
Florida
– -$27K -3,000 Closed
MWP
50
MYCIO Wealth Partners
Pennsylvania
– -$11K -1,200 Closed
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