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Schwab Fundamental US Large Company Index ETF

138 hedge funds and large institutions have $3.61B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 21

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $3.3B → $3.61B (+$312M)

8% more funds holding

Funds holding: 128138 (+10)

0.81% more ownership

Funds ownership: 249.69%250.5% (+0.81%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
3.16%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
21
Increased
62
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
Gemmer Asset Management
California
$3.4M +$143K +11,493 +4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.88M +$1.94M +155,865 +207%
Bank of America
28
Bank of America
North Carolina
$2.07M +$316K +25,428 +18%
VNA
29
Valley National Advisers
Pennsylvania
$1.84M +$78.6K +6,318 +4%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.79M +$295K +23,724 +20%
RJA
31
Raymond James & Associates
Florida
$1.61M +$130K +10,458 +9%
TYCC
32
Texas Yale Capital Corp
Florida
$1.6M -$299K -24,000 -16%
IC
33
InterOcean Capital
Illinois
$1.58M
SGAM
34
Steinberg Global Asset Management
Florida
$1.46M +$116K +9,348 +9%
FC
35
FCA Corp
Texas
$1.45M +$436K +35,004 +43%
JWM
36
Janiczek Wealth Management
Colorado
$1.43M +$21.7K +1,740 +2%
WPIC
37
White Pine Investment Company
Michigan
$1.36M +$55.9K +4,494 +4%
CHA
38
Cedar Hill Associates
Illinois
$1.29M
M&T Bank
39
M&T Bank
New York
$1.26M
FMWA
40
Forvis Mazars Wealth Advisors
Missouri
$1.17M
WCF
41
West Coast Financial
California
$1.14M
Comerica Bank
42
Comerica Bank
Texas
$1.11M +$672K +54,024 +164%
AWM
43
Altium Wealth Management
New York
$1.08M -$645K -51,843 -37%
CM
44
Cornerstone Management
Georgia
$1.08M
Citadel Advisors
45
Citadel Advisors
Florida
$1.05M +$760K +61,047 +261%
FWP
46
FAS Wealth Partners
Kansas
$1.01M +$9.97K +801 +1%
Creative Planning
47
Creative Planning
Kansas
$923K -$26.7K -2,142 -3%
WCM
48
Whitener Capital Management
North Carolina
$898K +$84.1K +6,756 +10%
SAM
49
SignalPoint Asset Management
Missouri
$884K -$7.06K -567 -0.8%
PA
50
PFG Advisors
Arizona
$742K +$180K +14,457 +32%