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Schwab Fundamental US Large Company Index ETF

57 hedge funds and large institutions have $897M invested in Schwab Fundamental US Large Company Index ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

27% more capital invested

Capital invested by funds: $706M → $897M (+$192M)

12% more funds holding

Funds holding: 5157 (+6)

8.34% more ownership

Funds ownership: 207.46%215.8% (+8.3%)

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
10
Increased
27
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$11K +$10.6K +1,065 New
IF
52
Ironwood Financial
Arizona
$7K
BlackRock
53
BlackRock
New York
$7K +$4.78K +480 +193%
IA
54
IFP Advisors
Florida
$3K -$8.63K -867 -76%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
-$411K -41,823 Closed
LPL Financial
56
LPL Financial
California
-$210K -21,552 Closed
AIG
57
American International Group
New York
-$2K -207 Closed
KKAMG
58
Kernodle & Katon Asset Management Group
Arkansas
-$1K -135 Closed
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
+$478 +48 New