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Schwab Fundamental US Large Company Index ETF

51 hedge funds and large institutions have $706M invested in Schwab Fundamental US Large Company Index ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

14% more capital invested

Capital invested by funds: $621M → $706M (+$84.8M)

11% more funds holding

Funds holding: 4651 (+5)

0.15% less ownership

Funds ownership: 207.61%207.46% (-0.15%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
23
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
-$712K -74,550 Closed
Mariner
52
Mariner
Kansas
-$481K -50,385 Closed
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
-$196K -20,514 Closed
ASN
54
Advisory Services Network
Georgia
+$416 +45 New