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Schwab Fundamental US Large Company Index ETF

51 hedge funds and large institutions have $706M invested in Schwab Fundamental US Large Company Index ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

14% more capital invested

Capital invested by funds: $621M → $706M (+$84.8M)

11% more funds holding

Funds holding: 4651 (+5)

0.15% less ownership

Funds ownership: 207.61%207.46% (-0.15%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
23
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$404K +$91.4K +9,873 +32%
MFS
27
MSI Financial Services
Massachusetts
$333K +$169K +18,240 +116%
M&T Bank
28
M&T Bank
New York
$295K +$278K +30,000 New
SBL
29
Sargent Bickham Lagudis
Colorado
$259K +$244K +26,346 New
WTB
30
Washington Trust Bank
Washington
$239K
LPL Financial
31
LPL Financial
California
$210K +$199K +21,552 New
TRCT
32
Tower Research Capital (TRC)
New York
$183K -$851K -92,001 -83%
APSP
33
Asset Planning Services (Pennsylvania)
Pennsylvania
$154K +$389 +42 +0.3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$121K -$532K -57,525 -82%
US Bancorp
35
US Bancorp
Minnesota
$88K
Morgan Stanley
36
Morgan Stanley
New York
$87K +$13.6K +1,470 +20%
BC
37
Bartlett & Co
Ohio
$81K +$73.6K +7,950 +2,650%
SHJ
38
Sharkey, Howes & Javer
Colorado
$78K -$104K -11,214 -58%
OAJ
39
Ogorek Anthony Joseph
New York
$76K -$28 -3 -0%
WAM
40
Wealthspire Advisors (Maryland)
Maryland
$75K +$361 +39 +0.5%
Creative Planning
41
Creative Planning
Kansas
$70K +$10.9K +1,182 +20%
ADL
42
Asset Dedication LLC
California
$46K +$999 +108 +2%
S
43
SignatureFD
Georgia
$32K
TCM
44
Tradewinds Capital Management
Washington
$20K
IA
45
IFP Advisors
Florida
$14K +$9.16K +990 +660%
IF
46
Ironwood Financial
Arizona
$6K +$5.97K +645 New
AIG
47
American International Group
New York
$2K
BlackRock
48
BlackRock
New York
$2K +$2.3K +249 New
KKAMG
49
Kernodle & Katon Asset Management Group
Arkansas
$1K
HP
50
HT Partners
Connecticut
-$26.3M -2,809,635 Closed