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Schwab Fundamental US Large Company Index ETF

86 hedge funds and large institutions have $2.54B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
2.15%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.17%
New
11
Increased
39
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$374K 31,980 +29,127 +1,021%
CA
52
Cambridge Advisors
Nebraska
$305K 25,998 +5,850 +29%
SB
53
Suntrust Banks
Georgia
$305K 26,031 +26,031 New
NDSI
54
Newman Dignan & Sheerar Inc
Rhode Island
$296K 25,239 -87,513 -78%
SFWA
55
Summit Financial Wealth Advisors
Louisiana
$274K 23,346 +2,850 +14%
CP
56
Camelot Portfolios
Ohio
$274K 23,367 +23,367 New
Luther King Capital Management (LKCM)
57
Luther King Capital Management (LKCM)
Texas
$264K 22,557
PAG
58
Private Advisor Group
New Jersey
$218K 18,618 +18,618 New
LPL Financial
59
LPL Financial
California
$201K 17,166 -4,695 -21%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$128K 10,881 -8,172 -43%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$122K 10,401 +4,062 +64%
TRCT
62
Tower Research Capital (TRC)
New York
$120K 10,209 -98,910 -91%
ADL
63
Asset Dedication LLC
California
$113K 9,627 -4,701 -33%
WAM
64
Wealthspire Advisors (Maryland)
Maryland
$100K 8,574 +42 +0.5%
PMFA
65
Plante Moran Financial Advisors
Michigan
$91K 7,725 +7,725 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$79K 6,714 +6,714 New
BC
67
Bartlett & Co
Ohio
$75K 6,435 +1,125 +21%
ASN
68
Advisory Services Network
Georgia
$68K 5,808 +5,154 +788%
HR
69
Howe & Rusling
New York
$59K 5,049 -3,024 -37%
SBL
70
Sargent Bickham Lagudis
Colorado
$54K 4,638 -7,704 -62%
BWM
71
Baystate Wealth Management
Massachusetts
$51K 4,335 +15 +0.3%
BlackRock
72
BlackRock
New York
$36K 3,105 -135 -4%
CPIG
73
Chicago Partners Investment Group
Illinois
$35K 2,997 +2,997 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$29K 2,466 +2,466 New
TCM
75
Tradewinds Capital Management
Washington
$24K 2,055