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Schwab Fundamental US Large Company Index ETF

167 hedge funds and large institutions have $3.93B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+7
Holders Change %
+4.38%
% of All Funds
3.62%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.33%
New
27
Increased
68
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$6.47M +$785K +62,067 +14%
Bank of America
27
Bank of America
North Carolina
$6.37M +$2.69M +212,556 +73%
Jane Street
28
Jane Street
New York
$5.39M +$5.39M +425,688 New
RWM
29
Reston Wealth Management
Virginia
$5.18M -$249K -19,176 -5%
FANJ
30
Financial Architects (New Jersey)
New Jersey
$4.99M -$282K -22,266 -5%
OWM
31
Opes Wealth Management
California
$3.9M +$3.9M +308,136 New
GAM
32
Gemmer Asset Management
California
$3.78M -$14.2K -1,122 -0.4%
TYCC
33
Texas Yale Capital Corp
Florida
$3.64M +$1.82M +143,700 +100%
VNA
34
Valley National Advisers
Pennsylvania
$3.51M +$320K +25,293 +10%
JWM
35
Janiczek Wealth Management
Colorado
$3.11M +$89.7K +7,092 +3%
HighTower Advisors
36
HighTower Advisors
Illinois
$3.1M +$3.1M +244,389 New
LRIA
37
Leonard Rickey Investment Advisors
Washington
$2.74M +$264K +20,838 +11%
SWM
38
Shakespeare Wealth Management
Wisconsin
$2.63M +$261K +20,664 +11%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.39M +$23.3K +1,845 +1%
FSWA
40
Financial Synergies Wealth Advisors
Texas
$2.3M +$2.3M +182,118 New
WPIC
41
White Pine Investment Company
Michigan
$2.21M +$342K +26,997 +18%
FC
42
FCA Corp
Texas
$2.19M +$209K +16,491 +11%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$2.02M +$303K +23,952 +18%
Citadel Advisors
44
Citadel Advisors
Florida
$1.99M -$553K -43,710 -22%
BWA
45
Burt Wealth Advisors
Maryland
$1.89M +$1.76M +139,194 +1,401%
RJA
46
Raymond James & Associates
Florida
$1.8M +$87.1K +6,888 +5%
FM
47
Foster & Motley
Ohio
$1.5M +$718K +56,769 +92%
SGAM
48
Steinberg Global Asset Management
Florida
$1.45M -$68.4K -5,406 -4%
IC
49
InterOcean Capital
Illinois
$1.38M -$37K -2,925 -3%
PI
50
Parkside Investments
Illinois
$1.31M +$279K +22,020 +27%