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Schwab Fundamental US Large Company Index ETF

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.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

50% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 44

9% more capital invested

Capital invested by funds: $3.93B → $4.29B (+$361M)

4% more funds holding

Funds holding: 167173 (+6)

2.04% more ownership

Funds ownership: 251%253.04% (+2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
26
Financial Architects (New Jersey)
New Jersey
$5.09M -$45.1K -3,519 -0.9%
C
27
Clearshares
New York
$4.21M +$4.14M +323,100 New
OWM
28
Opes Wealth Management
California
$3.87M -$145K -11,310 -4%
MWP
29
Moller Wealth Partners
$3.76M +$3M +234,390 +436%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.75M +$565K +44,118 +18%
GAM
31
Gemmer Asset Management
California
$3.61M -$274K -21,390 -7%
VNA
32
Valley National Advisers
Pennsylvania
$3.42M -$187K -14,559 -5%
WPIC
33
White Pine Investment Company
Michigan
$3.26M +$961K +75,036 +43%
JWM
34
Janiczek Wealth Management
Colorado
$3.25M +$45.9K +3,585 +1%
LRIA
35
Leonard Rickey Investment Advisors
Washington
$3.19M +$370K +28,851 +13%
FSWA
36
Financial Synergies Wealth Advisors
Texas
$2.77M +$393K +30,687 +17%
SWM
37
Shakespeare Wealth Management
Wisconsin
$2.68M -$36.7K -2,862 -1%
Goldman Sachs
38
Goldman Sachs
New York
$2.66M +$2.61M +204,066 New
MML Investors Services
39
MML Investors Services
Massachusetts
$2.52M +$59.3K +4,632 +2%
FC
40
FCA Corp
Texas
$2.41M +$149K +11,607 +7%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.26M +$175K +13,620 +9%
BWA
42
Burt Wealth Advisors
Maryland
$2.17M +$219K +17,112 +11%
VFA
43
Valeo Financial Advisors
Indiana
$2.01M +$970K +75,720 +97%
TYCC
44
Texas Yale Capital Corp
Florida
$1.87M -$1.84M -143,700 -50%
CMO
45
Covenant Multifamily Offices
Texas
$1.81M +$1.78M +138,834 New
Jane Street
46
Jane Street
New York
$1.77M -$3.72M -290,025 -68%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.49M +$1.46M +114,150 New
Comerica Bank
48
Comerica Bank
Texas
$1.43M +$249K +19,434 +22%
IC
49
InterOcean Capital
Illinois
$1.42M
Creative Planning
50
Creative Planning
Kansas
$1.42M +$257K +20,085 +23%