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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

138 hedge funds and large institutions have $3.61B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
3.16%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
21
Increased
62
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.26B
2
ML
2
McAdam LLC
Pennsylvania
$27.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.88M
4
KLI
4
Kelman-Lazarov Inc
Tennessee
$10.1M
5
OFG
5
Oxford Financial Group
Indiana
$40.4M

Top Sellers

1
RC
1
RegentAtlantic Capital
New Jersey
$0
2
ZCA
2
Zeke Capital Advisors
Pennsylvania
$17M
3
TA
3
Tiedemann Advisors
New York
$27.1M
4
Jane Street
4
Jane Street
New York
$6.04M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$737K 19,727 +5,944 +43%
3C
52
361 Capital
Colorado
$684K 18,305 +18,305 New
AF
53
Advisornet Financial
Minnesota
$675K 18,087 +10,400 +135%
LIA
54
LBMC Investment Advisors
Tennessee
$667K 17,859 +17,859 New
QCG
55
Quadrant Capital Group
Ohio
$658K 17,660 +6,180 +54%
GC
56
Garde Capital
Washington
$656K 17,577 +17,577 New
Morgan Stanley
57
Morgan Stanley
New York
$599K 16,044 +1,807 +13%
APSP
58
Asset Planning Services (Pennsylvania)
Pennsylvania
$595K 15,943 +85 +0.5%
EWM
59
Empirical Wealth Management
Washington
$582K 15,593 +7,390 +90%
SCM
60
SOL Capital Management
Maryland
$579K 15,500 – –
WTB
61
Washington Trust Bank
Washington
$571K 15,304 – –
CA
62
Cambridge Advisors
Nebraska
$555K 14,856 +1,024 +7%
W
63
Wealthfront
California
$535K 14,325 -2,826 -16%
SFWA
64
Summit Financial Wealth Advisors
Louisiana
$528K 14,517 – –
CFA
65
Cahill Financial Advisors
Minnesota
$519K 13,877 +112 +0.8%
IIC
66
Ironwood Investment Counsel
Arizona
$518K 13,896 +13,896 New
LPL Financial
67
LPL Financial
California
$506K 13,558 +739 +6%
AIA
68
Arcadia Investment Advisors
Idaho
$500K 13,380 -6,047 -31%
NEGWA
69
New England Guild Wealth Advisors
Connecticut
$397K 10,620 – –
FM
70
Foster & Motley
Ohio
$392K 10,496 +2,965 +39%
CG
71
Colony Group
Massachusetts
$390K 10,455 +10,455 New
HFA
72
Huber Financial Advisors
Illinois
$389K 10,428 +4,663 +81%
Wells Fargo
73
Wells Fargo
California
$369K 9,906 +8,608 +663%
IA
74
IFP Advisors
Florida
$363K 9,730 +9,730 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$361K 9,669 -18,666 -66%
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