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Schwab Fundamental US Large Company Index ETF

77 hedge funds and large institutions have $1.8B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

28% more capital invested

Capital invested by funds: $1.41B → $1.8B (+$391M)

5% more funds holding

Funds holding: 7377 (+4)

0.94% more ownership

Funds ownership: 230.49%231.42% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.92%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
10
Increased
37
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
26
InterOcean Capital
Illinois
$1.65M -$38.1K -3,420 -2%
VNA
27
Valley National Advisers
Pennsylvania
$1.56M -$194K -17,388 -11%
TYCC
28
Texas Yale Capital Corp
Florida
$1.47M +$151K +13,590 +12%
Bank of America
29
Bank of America
North Carolina
$1.41M +$477K +42,825 +52%
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$1.19M +$719K +64,488 +157%
WPIC
31
White Pine Investment Company
Michigan
$1.17M -$13.7K -1,230 -1%
SGAM
32
Steinberg Global Asset Management
Florida
$1.14M +$30K +2,694 +3%
WCF
33
West Coast Financial
California
$1.11M -$127K -11,421 -10%
CHA
34
Cedar Hill Associates
Illinois
$1.02M +$306K +27,420 +43%
M&T Bank
35
M&T Bank
New York
$880K
FWP
36
FAS Wealth Partners
Kansas
$860K +$31.5K +2,826 +4%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$797K -$197K -17,679 -20%
Comerica Bank
38
Comerica Bank
Texas
$772K +$763K +68,475 New
SAM
39
SignalPoint Asset Management
Missouri
$742K +$20.6K +1,845 +3%
APSP
40
Asset Planning Services (Pennsylvania)
Pennsylvania
$523K
CFA
41
Cahill Financial Advisors
Minnesota
$523K +$16.7K +1,500 +3%
SCM
42
SOL Capital Management
Maryland
$422K +$75.2K +6,750 +22%
BP
43
BBR Partners
New York
$323K
EWA
44
EP Wealth Advisors
California
$286K +$283K +25,374 New
CA
45
Cambridge Advisors
Nebraska
$285K +$39K +3,501 +16%
CPA
46
Capital Planning Advisors
California
$278K +$275K +24,690 New
AWA
47
Arete Wealth Advisors
Illinois
$274K
WTB
48
Washington Trust Bank
Washington
$274K
LPL Financial
49
LPL Financial
California
$255K +$48.8K +4,380 +24%
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
$254K