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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.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 20

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

17% more capital invested

Capital invested by funds: $2.17B → $2.54B (+$375M)

5% more funds holding

Funds holding: 8286 (+4)

1.12% more ownership

Funds ownership: 238.66%239.77% (+1.1%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
2.14%
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 Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$374K +$333K +29,127 +1,021%
CA
52
Cambridge Advisors
Nebraska
$305K +$66.9K +5,850 +29%
SB
53
Suntrust Banks
Georgia
$305K +$298K +26,031 New
NDSI
54
Newman Dignan & Sheerar Inc
Rhode Island
$296K -$1M -87,513 -78%
SFWA
55
Summit Financial Wealth Advisors
Louisiana
$274K +$32.6K +2,850 +14%
CP
56
Camelot Portfolios
Ohio
$274K +$267K +23,367 New
Luther King Capital Management (LKCM)
57
Luther King Capital Management (LKCM)
Texas
$264K
PAG
58
Private Advisor Group
New Jersey
$218K +$213K +18,618 New
LPL Financial
59
LPL Financial
California
$201K -$53.7K -4,695 -21%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$128K -$93.5K -8,172 -43%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$122K +$46.5K +4,062 +64%
TRCT
62
Tower Research Capital (TRC)
New York
$120K -$1.13M -98,910 -91%
ADL
63
Asset Dedication LLC
California
$113K -$53.8K -4,701 -33%
WAM
64
Wealthspire Advisors (Maryland)
Maryland
$100K +$480 +42 +0.5%
PMFA
65
Plante Moran Financial Advisors
Michigan
$91K +$88.3K +7,725 New
JP Morgan Chase
66
JP Morgan Chase
New York
$79K +$76.8K +6,714 New
BC
67
Bartlett & Co
Ohio
$75K +$12.9K +1,125 +21%
ASN
68
Advisory Services Network
Georgia
$68K +$58.9K +5,154 +788%
HR
69
Howe & Rusling
New York
$59K -$34.6K -3,024 -37%
SBL
70
Sargent Bickham Lagudis
Colorado
$54K -$88.1K -7,704 -62%
BWM
71
Baystate Wealth Management
Massachusetts
$51K +$172 +15 +0.3%
BlackRock
72
BlackRock
New York
$36K -$1.54K -135 -4%
CPIG
73
Chicago Partners Investment Group
Illinois
$35K +$34.3K +2,997 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$29K +$28.2K +2,466 New
TCM
75
Tradewinds Capital Management
Washington
$24K