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Schwab Fundamental US Large Company Index ETF

113 hedge funds and large institutions have $3.11B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
113
Holders Change
+27
Holders Change %
+31.4%
% of All Funds
2.57%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.25%
New
32
Increased
36
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
26
Jane Street
New York
$3.7M 296,481 -124,308 -30%
LRIA
27
Leonard Rickey Investment Advisors
Washington
$3.44M 275,691 +275,691 New
FC
28
Financial Consulate
Maryland
$3M 239,913 +25,581 +12%
TYCC
29
Texas Yale Capital Corp
Florida
$1.91M 152,700 -13,590 -8%
VNA
30
Valley National Advisers
Pennsylvania
$1.79M 143,517 +12,399 +9%
AWM
31
Altium Wealth Management
New York
$1.79M 143,289 +143,289 New
IC
32
InterOcean Capital
Illinois
$1.77M 141,687
Bank of America
33
Bank of America
North Carolina
$1.74M 139,374 +14,574 +12%
RJA
34
Raymond James & Associates
Florida
$1.52M 121,335 -3,519 -3%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.47M 117,507 +11,859 +11%
JWM
36
Janiczek Wealth Management
Colorado
$1.37M 109,848 -513 -0.5%
SGAM
37
Steinberg Global Asset Management
Florida
$1.31M 104,643 +2,574 +3%
CHA
38
Cedar Hill Associates
Illinois
$1.29M 103,650
M&T Bank
39
M&T Bank
New York
$1.26M 101,220
WPIC
40
White Pine Investment Company
Michigan
$1.24M 99,417 +2,511 +3%
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$1.18M 94,287 -12,000 -11%
WCF
42
West Coast Financial
California
$1.14M 91,161 -22,215 -20%
MFP
43
Mosaic Financial Partners
California
$1.13M 90,438 +90,438 New
Citadel Advisors
44
Citadel Advisors
Florida
$1.1M 88,416 +88,416 New
SAM
45
SignalPoint Asset Management
Missouri
$967K 77,418 +20,121 +35%
FWP
46
FAS Wealth Partners
Kansas
$954K 76,380 +1,998 +3%
AIA
47
Arcadia Investment Advisors
Idaho
$946K 75,789 +75,789 New
Creative Planning
48
Creative Planning
Kansas
$718K 57,486 +14,991 +35%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$698K 55,896 +8,841 +19%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$681K 54,576 -82,671 -60%