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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.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

28% more capital invested

Capital invested by funds: $1.41B → $1.8B (+$391M)

5% more funds holding

Funds holding: 7377 (+4)

0.94% more ownership

Funds ownership: 230.49%231.42% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

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 Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$251K +$17.1K +1,536 +7%
Morgan Stanley
52
Morgan Stanley
New York
$221K -$216K -19,356 -50%
ADL
53
Asset Dedication LLC
California
$161K
SBL
54
Sargent Bickham Lagudis
Colorado
$139K
Creative Planning
55
Creative Planning
Kansas
$136K +$22.8K +2,043 +20%
TRCT
56
Tower Research Capital (TRC)
New York
$111K -$1.34M -119,979 -92%
US Bancorp
57
US Bancorp
Minnesota
$102K +$903 +81 +0.9%
WAM
58
Wealthspire Advisors (Maryland)
Maryland
$95K +$7.53K +675 +9%
OAJ
59
Ogorek Anthony Joseph
New York
$87K
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$66K
BC
61
Bartlett & Co
Ohio
$60K
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$54K +$39.7K +3,564 +290%
AF
63
Allworth Financial
California
$45K +$44.6K +3,999 New
BWM
64
Baystate Wealth Management
Massachusetts
$34K +$34.1K +3,060 New
TCM
65
Tradewinds Capital Management
Washington
$23K
BlackRock
66
BlackRock
New York
$20K +$903 +81 +5%
IWM
67
IHT Wealth Management
Illinois
$17K -$769 -69 -4%
VIA
68
Vantage Investment Advisors
Pennsylvania
$16K +$7.32K +657 +90%
SPIA
69
Steward Partners Investment Advisory
New York
$9K +$9.53K +855 New
IF
70
Ironwood Financial
Arizona
$7K
BCM
71
Blume Capital Management
California
$5K +$5.05K +453 New
First Manhattan
72
First Manhattan
New York
$4K +$4.65K +417 New
IA
73
IFP Advisors
Florida
$3K
SHJ
74
Sharkey, Howes & Javer
Colorado
$2K -$158K -14,178 -99%
SEI Investments
75
SEI Investments
Pennsylvania
$2K +$2.01K +180 New