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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

73 hedge funds and large institutions have $1.41B invested in Schwab Fundamental US Large Company Index ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.83%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
18
Increased
30
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.18B
2
TA
2
Tiedemann Advisors
New York
$3.58M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.45M
4
TYCC
4
Texas Yale Capital Corp
Florida
$1.27M
5
UBS Group
5
UBS Group
Switzerland
$1.92M

Top Sellers

1
TAT
1
TD Ameritrade Trust
Colorado
$6.62M
2
Jane Street
2
Jane Street
New York
$797K
3
WCF
3
West Coast Financial
California
$1.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Comerica Bank
5
Comerica Bank
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
51
Luther King Capital Management (LKCM)
Texas
$245K – – –
CA
52
Cambridge Advisors
Nebraska
$237K +$237K +21,774 New
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$226K +$226K +20,787 New
LPL Financial
54
LPL Financial
California
$201K +$201K +18,384 New
SHJ
55
Sharkey, Howes & Javer
Colorado
$156K -$15.4K -1,416 -9%
ADL
56
Asset Dedication LLC
California
$156K +$105K +9,627 +205%
SBL
57
Sargent Bickham Lagudis
Colorado
$134K – – –
Creative Planning
58
Creative Planning
Kansas
$109K +$27.6K +2,544 +34%
US Bancorp
59
US Bancorp
Minnesota
$98K – – –
WAM
60
Wealthspire Advisors (Maryland)
Maryland
$85K +$917 +84 +1%
OAJ
61
Ogorek Anthony Joseph
New York
$80K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$64K +$64K +5,880 New
BC
63
Bartlett & Co
Ohio
$58K -$2.79K -255 -5%
TCM
64
Tradewinds Capital Management
Washington
$22K – – –
SFS
65
Sowell Financial Services
Arkansas
$20K +$20K +1,800 New
BlackRock
66
BlackRock
New York
$19K +$33 +3 +0.2%
IWM
67
IHT Wealth Management
Illinois
$18K +$18K +1,632 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$13K -$9.04K -855 -41%
VIA
69
Vantage Investment Advisors
Pennsylvania
$8K +$8K +732 New
IF
70
Ironwood Financial
Arizona
$7K – – –
IA
71
IFP Advisors
Florida
$3K – – –
FTUS
72
Flow Traders U.S.
New York
$2K -$9.58K -963 -83%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– -$733K -70,731 Closed
Comerica Bank
74
Comerica Bank
Texas
– -$720K -69,975 Closed
Goldman Sachs
75
Goldman Sachs
New York
– -$384K -37,077 Closed
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