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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.63B
2
RC
2
RegentAtlantic Capital
New Jersey
$14.1M
3
GWS
3
Glassman Wealth Services
Virginia
$12.7M
4
GC
4
Gratus Capital
Georgia
$5.96M
5
OFG
5
Oxford Financial Group
Indiana
$45.3M

Top Sellers

1
ZCA
1
Zeke Capital Advisors
Pennsylvania
$13.8M
2
Jane Street
2
Jane Street
New York
$2.82M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CM
4
Cornerstone Management
Georgia
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FC
26
Financial Consulate
Maryland
$3.72M 93,821 +1,746 +2%
GAM
27
Gemmer Asset Management
California
$3.67M 92,385 +1,336 +1%
Jane Street
28
Jane Street
New York
$2.82M 71,105 -90,538 -56%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.37M 59,708 +11,831 +25%
Bank of America
30
Bank of America
North Carolina
$2.08M 52,414 -2,915 -5%
VNA
31
Valley National Advisers
Pennsylvania
$2.03M 51,074 +1,693 +3%
FC
32
FCA Corp
Texas
$1.95M 49,176 +10,412 +27%
TYCC
33
Texas Yale Capital Corp
Florida
$1.9M 47,900 +5,000 +12%
RJA
34
Raymond James & Associates
Florida
$1.73M 43,710 +582 +1%
Comerica Bank
35
Comerica Bank
Texas
$1.63M 43,356 +14,348 +49%
WPIC
36
White Pine Investment Company
Michigan
$1.6M 40,255 +3,733 +10%
IC
37
InterOcean Capital
Illinois
$1.58M 39,924 -2,481 -6%
JWM
38
Janiczek Wealth Management
Colorado
$1.58M 39,857 +1,619 +4%
Creative Planning
39
Creative Planning
Kansas
$1.55M 39,157 +14,428 +58%
SGAM
40
Steinberg Global Asset Management
Florida
$1.54M 38,825 -221 -0.6%
WCF
41
West Coast Financial
California
$1.5M 37,730 +7,342 +24%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$1.41M 35,637 +35,637 New
CHA
43
Cedar Hill Associates
Illinois
$1.37M 34,550 – –
M&T Bank
44
M&T Bank
New York
$1.34M 33,740 – –
FMWA
45
Forvis Mazars Wealth Advisors
Missouri
$1.29M 32,416 +987 +3%
SAM
46
SignalPoint Asset Management
Missouri
$1.2M 30,284 +6,597 +28%
AWM
47
Altium Wealth Management
New York
$1.19M 29,985 +956 +3%
AF
48
Advisornet Financial
Minnesota
$1.07M 27,007 +8,920 +49%
FWP
49
FAS Wealth Partners
Kansas
$1.06M 26,670 -303 -1%
WCM
50
Whitener Capital Management
North Carolina
$1.03M 25,982 +1,914 +8%
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