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Schwab Fundamental US Large Company Index ETF

128 hedge funds and large institutions have $3.3B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
2.94%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
24
Increased
47
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
26
Gemmer Asset Management
California
$3.17M -$1.21M -100,245 -28%
FC
27
Financial Consulate
Maryland
$3.1M +$195K +16,089 +7%
MFP
28
Mosaic Financial Partners
California
$2.78M +$1.68M +138,852 +154%
TYCC
29
Texas Yale Capital Corp
Florida
$1.85M
VNA
30
Valley National Advisers
Pennsylvania
$1.72M -$20.5K -1,692 -1%
Bank of America
31
Bank of America
North Carolina
$1.7M +$14.3K +1,185 +0.9%
AWM
32
Altium Wealth Management
New York
$1.68M -$52.8K -4,359 -3%
IC
33
InterOcean Capital
Illinois
$1.54M -$175K -14,472 -10%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.45M +$29.1K +2,400 +2%
RJA
35
Raymond James & Associates
Florida
$1.44M -$29.2K -2,409 -2%
JWM
36
Janiczek Wealth Management
Colorado
$1.37M +$37.9K +3,126 +3%
SGAM
37
Steinberg Global Asset Management
Florida
$1.31M +$38.1K +3,147 +3%
WPIC
38
White Pine Investment Company
Michigan
$1.27M +$68.5K +5,655 +6%
CHA
39
Cedar Hill Associates
Illinois
$1.26M
M&T Bank
40
M&T Bank
New York
$1.23M
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$1.14M
WCF
42
West Coast Financial
California
$1.1M +$36 +3 +0%
CM
43
Cornerstone Management
Georgia
$1.05M +$1.05M +86,382 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.03M +$1.01M +83,439 +5,328%
FC
45
FCA Corp
Texas
$985K +$985K +81,288 New
FWP
46
FAS Wealth Partners
Kansas
$970K +$45.3K +3,738 +5%
Creative Planning
47
Creative Planning
Kansas
$925K +$228K +18,843 +33%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$910K +$249K +20,592 +38%
SAM
49
SignalPoint Asset Management
Missouri
$868K -$70.2K -5,790 -7%
WCM
50
Whitener Capital Management
North Carolina
$792K +$281K +23,205 +55%