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Schwab Fundamental US Large Company Index ETF

63 hedge funds and large institutions have $1.1B invested in Schwab Fundamental US Large Company Index ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
11
Increased
25
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$900K +$414K +39,921 +85%
Bank of America
27
Bank of America
North Carolina
$854K +$256K +24,744 +43%
TRCT
28
Tower Research Capital (TRC)
New York
$831K -$398K -38,358 -32%
M&T Bank
29
M&T Bank
New York
$810K +$499K +48,150 +161%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$733K +$733K +70,731 New
Comerica Bank
31
Comerica Bank
Texas
$720K +$720K +69,975 New
FWP
32
FAS Wealth Partners
Kansas
$681K +$121K +11,658 +22%
CHA
33
Cedar Hill Associates
Illinois
$657K +$657K +63,330 New
MFS
34
MSI Financial Services
Massachusetts
$581K +$104K +10,032 +22%
APSP
35
Asset Planning Services (Pennsylvania)
Pennsylvania
$548K +$370K +35,661 +208%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$427K
CFA
37
Cahill Financial Advisors
Minnesota
$392K +$113K +10,902 +41%
Goldman Sachs
38
Goldman Sachs
New York
$384K -$2.03M -195,603 -84%
Morgan Stanley
39
Morgan Stanley
New York
$384K +$121K +11,661 +46%
Citadel Advisors
40
Citadel Advisors
Florida
$255K +$255K +24,615 New
WTB
41
Washington Trust Bank
Washington
$252K
Luther King Capital Management (LKCM)
42
Luther King Capital Management (LKCM)
Texas
$234K +$234K +22,557 New
SG Americas Securities
43
SG Americas Securities
New York
$225K +$225K +21,699 New
SHJ
44
Sharkey, Howes & Javer
Colorado
$163K
Mariner
45
Mariner
Kansas
$128K +$128K +12,309 New
US Bancorp
46
US Bancorp
Minnesota
$93K
CWM
47
Concert Wealth Management
California
$87K +$87K +8,451 New
OAJ
48
Ogorek Anthony Joseph
New York
$80K
WAM
49
Wealthspire Advisors (Maryland)
Maryland
$80K +$436 +42 +0.5%
Creative Planning
50
Creative Planning
Kansas
$78K -$59.7K -5,739 -43%