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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

160 hedge funds and large institutions have $3.32B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 23 closing their positions.

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
3.57%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.4%
New
39
Increased
62
Reduced
34
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWS
1
Glassman Wealth Services
Virginia
$29M
2
QCG
2
Quadrant Capital Group
Ohio
$14.6M
3
ZCA
3
Zeke Capital Advisors
Pennsylvania
$12.5M
4
OFG
4
Oxford Financial Group
Indiana
$42.8M
5
MIH
5
Madison Investment Holdings
Wisconsin
$8.56M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.87B
2
Jane Street
2
Jane Street
New York
$0
3
AFA
3
Arlington Financial Advisors
California
$13.9M
4
RC
4
RegentAtlantic Capital
New Jersey
$10.5M
5
LRIA
5
Leonard Rickey Investment Advisors
Washington
$2.21M
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
26
Reston Wealth Management
Virginia
$4.73M 417,858 +417,858 New
FANJ
27
Financial Architects (New Jersey)
New Jersey
$4.72M 416,502 +18,009 +5%
OA
28
Opes Advisors
California
$3.71M 327,432 -18,813 -5%
FC
29
Financial Consulate
Maryland
$3.69M 325,689 +44,226 +16%
GAM
30
Gemmer Asset Management
California
$3.4M 299,712 +22,557 +8%
Bank of America
31
Bank of America
North Carolina
$3.3M 291,099 +133,857 +85%
EFS
32
Econ Financial Services
Pennsylvania
$3.06M 269,766 +269,766 New
Comerica Bank
33
Comerica Bank
Texas
$2.87M 239,778 +109,710 +84%
VNA
34
Valley National Advisers
Pennsylvania
$2.85M 251,835 +98,613 +64%
JWM
35
Janiczek Wealth Management
Colorado
$2.7M 238,437 +118,866 +99%
Citadel Advisors
36
Citadel Advisors
Florida
$2.28M 201,087 +201,087 New
LRIA
37
Leonard Rickey Investment Advisors
Washington
$2.21M 195,414 -101,589 -34%
SWM
38
Shakespeare Wealth Management
Wisconsin
$2.12M 187,431 +187,431 New
MML Investors Services
39
MML Investors Services
Massachusetts
$2.12M 186,963 +7,839 +4%
FWM
40
Frontier Wealth Management
Missouri
$1.93M 170,175 +170,175 New
FC
41
FCA Corp
Texas
$1.78M 156,906 +9,378 +6%
WPIC
42
White Pine Investment Company
Michigan
$1.68M 148,011 +27,246 +23%
TYCC
43
Texas Yale Capital Corp
Florida
$1.63M 143,700 – –
RF
44
RHS Financial
California
$1.57M 138,291 +138,291 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.54M 135,870 +91,956 +209%
RJA
46
Raymond James & Associates
Florida
$1.53M 135,069 +3,939 +3%
SGAM
47
Steinberg Global Asset Management
Florida
$1.36M 120,351 +3,876 +3%
IC
48
InterOcean Capital
Illinois
$1.27M 111,846 -7,926 -7%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$1.25M 110,718 +3,807 +4%
Morgan Stanley
50
Morgan Stanley
New York
$1.17M 103,614 +51,705 +100%
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