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Schwab Fundamental US Large Company Index ETF

82 hedge funds and large institutions have $2.17B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
2.05%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
13
Increased
36
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$279K +$27.2K +2,409 +11%
AWA
52
Arete Wealth Advisors
Illinois
$274K
WTB
53
Washington Trust Bank
Washington
$274K
Luther King Capital Management (LKCM)
54
Luther King Capital Management (LKCM)
Texas
$254K
LPL Financial
55
LPL Financial
California
$246K -$10.2K -903 -4%
SFWA
56
Summit Financial Wealth Advisors
Louisiana
$231K +$231K +20,496 New
CA
57
Cambridge Advisors
Nebraska
$227K -$57.8K -5,127 -20%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$214K -$582K -51,786 -73%
Morgan Stanley
59
Morgan Stanley
New York
$184K -$37.6K -3,327 -17%
ADL
60
Asset Dedication LLC
California
$162K
SBL
61
Sargent Bickham Lagudis
Colorado
$139K
WAM
62
Wealthspire Advisors (Maryland)
Maryland
$96K +$810 +72 +0.9%
HR
63
Howe & Rusling
New York
$91K +$91K +8,073 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$71K +$5.14K +459 +8%
BC
65
Bartlett & Co
Ohio
$60K
BWM
66
Baystate Wealth Management
Massachusetts
$49K +$14.3K +1,260 +41%
AF
67
Allworth Financial
California
$45K
BlackRock
68
BlackRock
New York
$37K +$16.6K +1,455 +82%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$32K -$21.8K -1,941 -40%
TCM
70
Tradewinds Capital Management
Washington
$23K
VIA
71
Vantage Investment Advisors
Pennsylvania
$17K +$1.78K +162 +12%
SPIA
72
Steward Partners Investment Advisory
New York
$13K +$3.69K +339 +40%
ASN
73
Advisory Services Network
Georgia
$7K +$7K +654 New
BCM
74
Blume Capital Management
California
$5K
GI
75
Gradient Investments
Minnesota
$5K +$5K +423 New