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Schwab Fundamental US Large Company Index ETF

146 hedge funds and large institutions have $4.06B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 27

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

13% more capital invested

Capital invested by funds: $3.61B → $4.06B (+$452M)

6% more funds holding

Funds holding: 138146 (+8)

1.24% more ownership

Funds ownership: 250.5%251.75% (+1.2%)

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
3.34%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
24
Increased
61
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
51
Quadrant Capital Group
Ohio
$897K +$197K +15,186 +29%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$830K +$439K +33,798 +117%
PA
53
PFG Advisors
Arizona
$806K +$61.4K +4,725 +8%
CA
54
Cambridge Advisors
Nebraska
$769K +$177K +13,596 +31%
3C
55
361 Capital
Colorado
$716K -$10.5K -810 -1%
LIA
56
LBMC Investment Advisors
Tennessee
$709K
Morgan Stanley
57
Morgan Stanley
New York
$687K +$49.1K +3,777 +8%
UWM
58
USAdvisors Wealth Management
Minnesota
$655K +$643K +49,512 New
IIC
59
Ironwood Investment Counsel
Arizona
$650K +$97.2K +7,479 +18%
CFA
60
Cahill Financial Advisors
Minnesota
$637K +$84.2K +6,477 +16%
SFWA
61
Summit Financial Wealth Advisors
Louisiana
$624K +$78.1K +6,006 +14%
APSP
62
Asset Planning Services (Pennsylvania)
Pennsylvania
$619K +$3.31K +255 +0.5%
SCM
63
SOL Capital Management
Maryland
$615K
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$581K +$361K +27,789 +172%
LPL Financial
65
LPL Financial
California
$577K +$38.7K +2,979 +7%
AIA
66
Arcadia Investment Advisors
Idaho
$531K
W
67
Wealthfront
California
$526K -$41.6K -3,198 -7%
GC
68
Garde Capital
Washington
$477K -$189K -14,580 -28%
CG
69
Colony Group
Massachusetts
$477K +$61.2K +4,707 +15%
FM
70
Foster & Motley
Ohio
$438K +$21.1K +1,623 +5%
IA
71
IFP Advisors
Florida
$426K +$39.4K +3,033 +10%
NEGWA
72
New England Guild Wealth Advisors
Connecticut
$423K +$1.95K +150 +0.5%
MCM
73
Mengis Capital Management
Oregon
$417K +$107K +8,208 +35%
BTS
74
BB&T Securities
Virginia
$414K +$56.1K +4,314 +16%
HFA
75
Huber Financial Advisors
Illinois
$412K -$1.91K -147 -0.5%