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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

173 hedge funds and large institutions have $4.29B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 19 closing their positions.

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.76%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.3%
New
29
Increased
66
Reduced
44
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.75B
2
QCG
2
Quadrant Capital Group
Ohio
$25.9M
3
C
3
Clearshares
New York
$4.21M
4
Ameriprise
4
Ameriprise
Minnesota
$24.8M
5
MWP
5
Moller Wealth Partners
$3.76M

Top Sellers

1
ZCA
1
Zeke Capital Advisors
Pennsylvania
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$1.38M
3
MIH
3
Madison Investment Holdings
Wisconsin
$8.38M
4
Jane Street
4
Jane Street
New York
$1.77M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FANJ
26
Financial Architects (New Jersey)
New Jersey
$5.09M 130,239 -1,173 -0.9%
C
27
Clearshares
New York
$4.21M 107,700 +107,700 New
OWM
28
Opes Wealth Management
California
$3.87M 98,942 -3,770 -4%
MWP
29
Moller Wealth Partners
$3.76M 96,055 +78,130 +436%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.76M 96,169 +14,706 +18%
GAM
31
Gemmer Asset Management
California
$3.61M 92,400 -7,130 -7%
VNA
32
Valley National Advisers
Pennsylvania
$3.42M 87,523 -4,853 -5%
WPIC
33
White Pine Investment Company
Michigan
$3.26M 83,348 +25,012 +43%
JWM
34
Janiczek Wealth Management
Colorado
$3.25M 83,038 +1,195 +1%
LRIA
35
Leonard Rickey Investment Advisors
Washington
$3.2M 81,701 +9,617 +13%
FSWA
36
Financial Synergies Wealth Advisors
Texas
$2.77M 70,935 +10,229 +17%
SWM
37
Shakespeare Wealth Management
Wisconsin
$2.68M 68,411 -954 -1%
Goldman Sachs
38
Goldman Sachs
New York
$2.66M 68,022 +68,022 New
MML Investors Services
39
MML Investors Services
Massachusetts
$2.52M 64,480 +1,544 +2%
FC
40
FCA Corp
Texas
$2.41M 61,668 +3,869 +7%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.26M 57,814 +4,540 +9%
BWA
42
Burt Wealth Advisors
Maryland
$2.17M 55,414 +5,704 +11%
VFA
43
Valeo Financial Advisors
Indiana
$2.01M 51,366 +25,240 +97%
TYCC
44
Texas Yale Capital Corp
Florida
$1.87M 47,900 -47,900 -50%
CMO
45
Covenant Multifamily Offices
Texas
$1.81M 46,278 +46,278 New
Jane Street
46
Jane Street
New York
$1.77M 45,221 -96,675 -68%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.49M 38,050 +38,050 New
Comerica Bank
48
Comerica Bank
Texas
$1.43M 36,354 +6,478 +22%
IC
49
InterOcean Capital
Illinois
$1.42M 36,307 – –
Creative Planning
50
Creative Planning
Kansas
$1.42M 36,247 +6,695 +23%
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