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Schwab Fundamental US Large Company Index ETF

146 hedge funds and large institutions have $4.06B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 27

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

13% more capital invested

Capital invested by funds: $3.61B → $4.06B (+$452M)

6% more funds holding

Funds holding: 138146 (+8)

1.24% more ownership

Funds ownership: 250.5%251.75% (+1.2%)

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
3.34%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
24
Increased
61
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
26
Financial Consulate
Maryland
$3.72M +$68.1K +5,238 +2%
GAM
27
Gemmer Asset Management
California
$3.67M +$52.1K +4,008 +1%
Jane Street
28
Jane Street
New York
$2.82M -$3.53M -271,614 -56%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.37M +$461K +35,493 +25%
Bank of America
30
Bank of America
North Carolina
$2.08M -$114K -8,745 -5%
VNA
31
Valley National Advisers
Pennsylvania
$2.03M +$66K +5,079 +3%
FC
32
FCA Corp
Texas
$1.95M +$406K +31,236 +27%
TYCC
33
Texas Yale Capital Corp
Florida
$1.9M +$195K +15,000 +12%
RJA
34
Raymond James & Associates
Florida
$1.73M +$22.7K +1,746 +1%
Comerica Bank
35
Comerica Bank
Texas
$1.63M +$559K +43,044 +49%
WPIC
36
White Pine Investment Company
Michigan
$1.6M +$146K +11,199 +10%
IC
37
InterOcean Capital
Illinois
$1.58M -$96.7K -7,443 -6%
JWM
38
Janiczek Wealth Management
Colorado
$1.58M +$63.1K +4,857 +4%
Creative Planning
39
Creative Planning
Kansas
$1.55M +$563K +43,284 +58%
SGAM
40
Steinberg Global Asset Management
Florida
$1.54M -$8.62K -663 -0.6%
WCF
41
West Coast Financial
California
$1.5M +$286K +22,026 +24%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$1.41M +$1.39M +106,911 New
CHA
43
Cedar Hill Associates
Illinois
$1.37M
M&T Bank
44
M&T Bank
New York
$1.34M
FMWA
45
Forvis Mazars Wealth Advisors
Missouri
$1.29M +$38.5K +2,961 +3%
SAM
46
SignalPoint Asset Management
Missouri
$1.2M +$257K +19,791 +28%
AWM
47
Altium Wealth Management
New York
$1.19M +$37.3K +2,868 +3%
AF
48
Advisornet Financial
Minnesota
$1.07M +$348K +26,760 +49%
FWP
49
FAS Wealth Partners
Kansas
$1.06M -$11.8K -909 -1%
WCM
50
Whitener Capital Management
North Carolina
$1.03M +$74.6K +5,742 +8%