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Schwab Fundamental US Large Company Index ETF

196 hedge funds and large institutions have $3.45B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding

Funds holding: 196196 (0)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

18% less capital invested

Capital invested by funds: $4.2B → $3.45B (-$752M)

22.26% less ownership

Funds ownership: 262.44%240.18% (-22%)

44% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 85

Holders
196
Holders Change
Holders Change %
0%
% of All Funds
4.02%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.33%
New
31
Increased
48
Reduced
85
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
26
Bartlett & Co Wealth Management
Ohio
$6.27M +$1.99M +168,522 +49%
UBS Group
27
UBS Group
Switzerland
$5.96M -$550K -46,671 -9%
CPC
28
Consolidated Planning Corp
Georgia
$5.93M -$306K -25,947 -5%
CC
29
Callan Capital
California
$5.52M -$2.27M -192,720 -30%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$5.07M +$3.48M +295,191 +251%
BWA
31
Burt Wealth Advisors
Maryland
$4.95M +$1.55M +131,700 +49%
RWM
32
Reston Wealth Management
Virginia
$4.75M -$181K -15,366 -4%
Osaic Holdings
33
Osaic Holdings
Arizona
$4.13M -$48.4M -4,104,858 -92%
FANJ
34
Financial Architects (New Jersey)
New Jersey
$4.06M -$220K -18,654 -5%
LRIA
35
Leonard Rickey Investment Advisors
Washington
$4.01M +$597K +50,673 +18%
DSA
36
Droms Strauss Advisors
Missouri
$3.84M -$9.91M -841,017 -73%
SWM
37
Shakespeare Wealth Management
Wisconsin
$3.42M +$964K +81,774 +42%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$3.36M +$690K +58,584 +27%
CFA
39
Carroll Financial Associates
North Carolina
$3.36M -$158K -13,368 -5%
MML Investors Services
40
MML Investors Services
Massachusetts
$3.26M +$53.5K +4,539 +2%
FSWA
41
Financial Synergies Wealth Advisors
Texas
$3.24M -$103K -8,751 -3%
GAM
42
Gemmer Asset Management
California
$3.15M -$110K -9,348 -4%
USAA
43
United Services Automobile Association
Texas
$3.06M +$2.94M +249,459 New
Citadel Advisors
44
Citadel Advisors
Florida
$3.04M +$2.91M +247,209 New
FC
45
FCA Corp
Texas
$2.91M +$88.3K +7,488 +3%
TRCT
46
Tower Research Capital (TRC)
New York
$2.86M +$2.75M +233,208 New
OMC
47
Old Mission Capital
Illinois
$2.63M +$2.52M +214,113 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$2.53M +$2.43M +206,424 New
YAL
49
Your Advocates Ltd
Texas
$2.49M -$5.35M -454,086 -70%
FM
50
Foster & Motley
Ohio
$2.46M +$118K +10,002 +5%