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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

73 hedge funds and large institutions have $1.41B invested in Schwab Fundamental US Large Company Index ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.83%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
18
Increased
30
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.18B
2
TA
2
Tiedemann Advisors
New York
$3.58M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.45M
4
TYCC
4
Texas Yale Capital Corp
Florida
$1.27M
5
UBS Group
5
UBS Group
Switzerland
$1.92M

Top Sellers

1
TAT
1
TD Ameritrade Trust
Colorado
$6.62M
2
Jane Street
2
Jane Street
New York
$797K
3
WCF
3
West Coast Financial
California
$1.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Comerica Bank
5
Comerica Bank
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FC
26
Financial Consulate
Maryland
$1.59M 48,605 +13,417 +38%
TRCT
27
Tower Research Capital (TRC)
New York
$1.41M 43,271 +16,569 +62%
NDSI
28
Newman Dignan & Sheerar Inc
Rhode Island
$1.34M 41,083 -1,186 -3%
TYCC
29
Texas Yale Capital Corp
Florida
$1.27M 38,900 +38,900 New
WCF
30
West Coast Financial
California
$1.2M 36,773 -24,916 -40%
WPIC
31
White Pine Investment Company
Michigan
$1.14M 34,918 +1,180 +3%
SGAM
32
Steinberg Global Asset Management
Florida
$1.07M 32,723 -27 -0.1%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$962K 29,506 +27,894 +1,730%
MFS
34
MSI Financial Services
Massachusetts
$945K 28,985 +10,297 +55%
Bank of America
35
Bank of America
North Carolina
$898K 27,514 +48 +0.2%
M&T Bank
36
M&T Bank
New York
$850K 26,050 – –
FWP
37
FAS Wealth Partners
Kansas
$800K 24,522 +2,637 +12%
Jane Street
38
Jane Street
New York
$797K 24,434 -132,394 -84%
SAM
39
SignalPoint Asset Management
Missouri
$697K 21,335 +21,335 New
CHA
40
Cedar Hill Associates
Illinois
$689K 21,110 – –
Citadel Advisors
41
Citadel Advisors
Florida
$524K 16,063 +7,858 +96%
APSP
42
Asset Planning Services (Pennsylvania)
Pennsylvania
$505K 15,472 -2,130 -12%
CFA
43
Cahill Financial Advisors
Minnesota
$489K 14,959 +2,384 +19%
FMWA
44
Forvis Mazars Wealth Advisors
Missouri
$448K 13,731 – –
Morgan Stanley
45
Morgan Stanley
New York
$424K 12,990 +664 +5%
MWM
46
Marietta Wealth Management
Georgia
$336K 10,300 +10,300 New
SCM
47
SOL Capital Management
Maryland
$334K 10,250 +10,250 New
BP
48
BBR Partners
New York
$312K 9,560 +9,560 New
WTB
49
Washington Trust Bank
Washington
$265K 8,110 – –
AWA
50
Arete Wealth Advisors
Illinois
$264K 8,100 +8,100 New
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