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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.26B
2
ML
2
McAdam LLC
Pennsylvania
$27.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.88M
4
KLI
4
Kelman-Lazarov Inc
Tennessee
$10.1M
5
OFG
5
Oxford Financial Group
Indiana
$40.4M

Top Sellers

1
RC
1
RegentAtlantic Capital
New Jersey
$0
2
ZCA
2
Zeke Capital Advisors
Pennsylvania
$17M
3
TA
3
Tiedemann Advisors
New York
$27.1M
4
Jane Street
4
Jane Street
New York
$6.04M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
26
Gemmer Asset Management
California
$3.4M 91,049 +3,831 +4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.88M 77,011 +51,955 +207%
Bank of America
28
Bank of America
North Carolina
$2.07M 55,329 +8,476 +18%
VNA
29
Valley National Advisers
Pennsylvania
$1.84M 49,381 +2,106 +4%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.79M 47,877 +7,908 +20%
RJA
31
Raymond James & Associates
Florida
$1.61M 43,128 +3,486 +9%
TYCC
32
Texas Yale Capital Corp
Florida
$1.6M 42,900 -8,000 -16%
IC
33
InterOcean Capital
Illinois
$1.58M 42,405 – –
SGAM
34
Steinberg Global Asset Management
Florida
$1.46M 39,046 +3,116 +9%
FC
35
FCA Corp
Texas
$1.45M 38,764 +11,668 +43%
JWM
36
Janiczek Wealth Management
Colorado
$1.43M 38,238 +580 +2%
WPIC
37
White Pine Investment Company
Michigan
$1.36M 36,522 +1,498 +4%
CHA
38
Cedar Hill Associates
Illinois
$1.29M 34,550 – –
M&T Bank
39
M&T Bank
New York
$1.26M 33,740 – –
FMWA
40
Forvis Mazars Wealth Advisors
Missouri
$1.17M 31,429 – –
WCF
41
West Coast Financial
California
$1.14M 30,388 – –
Comerica Bank
42
Comerica Bank
Texas
$1.11M 29,008 +18,008 +164%
AWM
43
Altium Wealth Management
New York
$1.08M 29,029 -17,281 -37%
CM
44
Cornerstone Management
Georgia
$1.08M 28,794 – –
Citadel Advisors
45
Citadel Advisors
Florida
$1.05M 28,141 +20,349 +261%
FWP
46
FAS Wealth Partners
Kansas
$1.01M 26,973 +267 +1%
Creative Planning
47
Creative Planning
Kansas
$923K 24,729 -714 -3%
WCM
48
Whitener Capital Management
North Carolina
$898K 24,068 +2,252 +10%
SAM
49
SignalPoint Asset Management
Missouri
$884K 23,687 -189 -0.8%
PA
50
PFG Advisors
Arizona
$742K 19,867 +4,819 +32%
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