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Schwab Fundamental US Large Company Index ETF

113 hedge funds and large institutions have $3.11B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
113
Holders Change
+27
Holders Change %
+31.4%
% of All Funds
2.57%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.25%
New
32
Increased
36
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFA
51
Cahill Financial Advisors
Minnesota
$643K 51,459 -756 -1%
WTB
52
Washington Trust Bank
Washington
$608K 48,660
APSP
53
Asset Planning Services (Pennsylvania)
Pennsylvania
$591K 47,349 +249 +0.5%
SCM
54
SOL Capital Management
Maryland
$581K 46,500
W
55
Wealthfront
California
$544K 43,599 +6,543 +18%
WCM
56
Whitener Capital Management
North Carolina
$527K 42,243 +42,243 New
SFWA
57
Summit Financial Wealth Advisors
Louisiana
$488K 39,072 +15,726 +67%
TRCT
58
Tower Research Capital (TRC)
New York
$428K 34,296 +24,087 +236%
CA
59
Cambridge Advisors
Nebraska
$424K 33,951 +7,953 +31%
CP
60
Camelot Portfolios
Ohio
$396K 31,716 +8,349 +36%
NEGWA
61
New England Guild Wealth Advisors
Connecticut
$396K 31,725 +31,725 New
Morgan Stanley
62
Morgan Stanley
New York
$390K 31,272 -3,069 -9%
BC
63
Burleson & Co
California
$348K 27,864 +27,864 New
LPL Financial
64
LPL Financial
California
$335K 26,811 +9,645 +56%
SB
65
Suntrust Banks
Georgia
$325K 26,031
Mariner
66
Mariner
Kansas
$320K 25,620 +25,620 New
PA
67
PFG Advisors
Arizona
$304K 24,381 +24,381 New
AF
68
Advisornet Financial
Minnesota
$288K 23,061 +23,061 New
Luther King Capital Management (LKCM)
69
Luther King Capital Management (LKCM)
Texas
$282K 22,557
MCM
70
Maryland Capital Management
Maryland
$281K 22,488 +22,488 New
NDSI
71
Newman Dignan & Sheerar Inc
Rhode Island
$270K 21,639 -3,600 -14%
NCM
72
Novare Capital Management
North Carolina
$252K 20,193 +20,193 New
FM
73
Foster & Motley
Ohio
$240K 19,185 +19,185 New
MCM
74
Mengis Capital Management
Oregon
$226K 18,132 +18,132 New
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$209K 16,713 +16,713 New