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Schwab Fundamental US Large Company Index ETF

77 hedge funds and large institutions have $1.8B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.92%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
10
Increased
37
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$251K 22,323 +1,536 +7%
Morgan Stanley
52
Morgan Stanley
New York
$221K 19,614 -19,356 -50%
ADL
53
Asset Dedication LLC
California
$161K 14,328
SBL
54
Sargent Bickham Lagudis
Colorado
$139K 12,342
Creative Planning
55
Creative Planning
Kansas
$136K 12,090 +2,043 +20%
TRCT
56
Tower Research Capital (TRC)
New York
$111K 9,834 -119,979 -92%
US Bancorp
57
US Bancorp
Minnesota
$102K 9,081 +81 +0.9%
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$95K 8,460 +675 +9%
OAJ
59
Ogorek Anthony Joseph
New York
$87K 7,749
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$66K 5,880
BC
61
Bartlett & Co
Ohio
$60K 5,310
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$54K 4,794 +3,564 +290%
AF
63
Allworth Financial
California
$45K 3,999 +3,999 New
BWM
64
Baystate Wealth Management
Massachusetts
$34K 3,060 +3,060 New
TCM
65
Tradewinds Capital Management
Washington
$23K 2,055
BlackRock
66
BlackRock
New York
$20K 1,785 +81 +5%
IWM
67
IHT Wealth Management
Illinois
$17K 1,563 -69 -4%
VIA
68
Vantage Investment Advisors
Pennsylvania
$16K 1,389 +657 +90%
SPIA
69
Steward Partners Investment Advisory
New York
$9K 855 +855 New
IF
70
Ironwood Financial
Arizona
$7K 645
BCM
71
Blume Capital Management
California
$5K 453 +453 New
First Manhattan
72
First Manhattan
New York
$4K 417 +417 New
IA
73
IFP Advisors
Florida
$3K 273
SHJ
74
Sharkey, Howes & Javer
Colorado
$2K 165 -14,178 -99%
SEI Investments
75
SEI Investments
Pennsylvania
$2K 180 +180 New