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Schwab Fundamental US Large Company Index ETF

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.

New
Increased
Maintained
Reduced
Closed

195% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 21

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $3.3B → $3.61B (+$312M)

8% more funds holding

Funds holding: 128138 (+10)

0.81% more ownership

Funds ownership: 249.69%250.5% (+0.81%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

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
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$737K +$222K +17,832 +43%
3C
52
361 Capital
Colorado
$684K +$683K +54,915 New
AF
53
Advisornet Financial
Minnesota
$675K +$388K +31,200 +135%
LIA
54
LBMC Investment Advisors
Tennessee
$667K +$667K +53,577 New
QCG
55
Quadrant Capital Group
Ohio
$658K +$231K +18,540 +54%
GC
56
Garde Capital
Washington
$656K +$656K +52,731 New
Morgan Stanley
57
Morgan Stanley
New York
$599K +$67.5K +5,421 +13%
APSP
58
Asset Planning Services (Pennsylvania)
Pennsylvania
$595K +$3.17K +255 +0.5%
EWM
59
Empirical Wealth Management
Washington
$582K +$276K +22,170 +90%
SCM
60
SOL Capital Management
Maryland
$579K
WTB
61
Washington Trust Bank
Washington
$571K
CA
62
Cambridge Advisors
Nebraska
$555K +$38.2K +3,072 +7%
W
63
Wealthfront
California
$535K -$106K -8,478 -16%
SFWA
64
Summit Financial Wealth Advisors
Louisiana
$528K
CFA
65
Cahill Financial Advisors
Minnesota
$519K +$4.18K +336 +0.8%
IIC
66
Ironwood Investment Counsel
Arizona
$518K +$519K +41,688 New
LPL Financial
67
LPL Financial
California
$506K +$27.6K +2,217 +6%
AIA
68
Arcadia Investment Advisors
Idaho
$500K -$226K -18,141 -31%
NEGWA
69
New England Guild Wealth Advisors
Connecticut
$397K
FM
70
Foster & Motley
Ohio
$392K +$111K +8,895 +39%
CG
71
Colony Group
Massachusetts
$390K +$390K +31,365 New
HFA
72
Huber Financial Advisors
Illinois
$389K +$174K +13,989 +81%
Wells Fargo
73
Wells Fargo
California
$369K +$321K +25,824 +663%
IA
74
IFP Advisors
Florida
$363K +$363K +29,190 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$361K -$697K -55,998 -66%