We are live on ! Find out more
FNDX icon

Schwab Fundamental US Large Company Index ETF

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.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

28% more capital invested

Capital invested by funds: $1.1B → $1.41B (+$307M)

16% more funds holding

Funds holding: 6373 (+10)

10.54% more ownership

Funds ownership: 219.94%230.49% (+11%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
FC
26
Financial Consulate
Maryland
$1.59M +$424K +40,251 +38%
TRCT
27
Tower Research Capital (TRC)
New York
$1.41M +$523K +49,707 +62%
NDSI
28
Newman Dignan & Sheerar Inc
Rhode Island
$1.34M -$37.5K -3,558 -3%
TYCC
29
Texas Yale Capital Corp
Florida
$1.27M +$1.23M +116,700 New
WCF
30
West Coast Financial
California
$1.2M -$787K -74,748 -40%
WPIC
31
White Pine Investment Company
Michigan
$1.14M +$37.3K +3,540 +3%
SGAM
32
Steinberg Global Asset Management
Florida
$1.07M -$853 -81 -0.1%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$962K +$881K +83,682 +1,730%
MFS
34
MSI Financial Services
Massachusetts
$945K +$325K +30,891 +55%
Bank of America
35
Bank of America
North Carolina
$898K +$1.52K +144 +0.2%
M&T Bank
36
M&T Bank
New York
$850K
FWP
37
FAS Wealth Partners
Kansas
$800K +$83.3K +7,911 +12%
Jane Street
38
Jane Street
New York
$797K -$4.18M -397,182 -84%
SAM
39
SignalPoint Asset Management
Missouri
$697K +$674K +64,005 New
CHA
40
Cedar Hill Associates
Illinois
$689K
Citadel Advisors
41
Citadel Advisors
Florida
$524K +$248K +23,574 +96%
APSP
42
Asset Planning Services (Pennsylvania)
Pennsylvania
$505K -$67.3K -6,390 -12%
CFA
43
Cahill Financial Advisors
Minnesota
$489K +$75.3K +7,152 +19%
FMWA
44
Forvis Mazars Wealth Advisors
Missouri
$448K
Morgan Stanley
45
Morgan Stanley
New York
$424K +$21K +1,992 +5%
MWM
46
Marietta Wealth Management
Georgia
$336K +$325K +30,900 New
SCM
47
SOL Capital Management
Maryland
$334K +$324K +30,750 New
BP
48
BBR Partners
New York
$312K +$302K +28,680 New
WTB
49
Washington Trust Bank
Washington
$265K
AWA
50
Arete Wealth Advisors
Illinois
$264K +$256K +24,300 New