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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

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.

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
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.63B
2
RC
2
RegentAtlantic Capital
New Jersey
$14.1M
3
GWS
3
Glassman Wealth Services
Virginia
$12.7M
4
GC
4
Gratus Capital
Georgia
$5.96M
5
OFG
5
Oxford Financial Group
Indiana
$45.3M

Top Sellers

1
ZCA
1
Zeke Capital Advisors
Pennsylvania
$13.8M
2
Jane Street
2
Jane Street
New York
$2.82M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CM
4
Cornerstone Management
Georgia
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QCG
51
Quadrant Capital Group
Ohio
$897K 22,722 +5,062 +29%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$830K 20,935 +11,266 +117%
PA
53
PFG Advisors
Arizona
$806K 21,442 +1,575 +8%
CA
54
Cambridge Advisors
Nebraska
$769K 19,388 +4,532 +31%
3C
55
361 Capital
Colorado
$716K 18,035 -270 -1%
LIA
56
LBMC Investment Advisors
Tennessee
$709K 17,859 – –
Morgan Stanley
57
Morgan Stanley
New York
$687K 17,303 +1,259 +8%
UWM
58
USAdvisors Wealth Management
Minnesota
$655K 16,504 +16,504 New
IIC
59
Ironwood Investment Counsel
Arizona
$650K 16,389 +2,493 +18%
CFA
60
Cahill Financial Advisors
Minnesota
$637K 16,036 +2,159 +16%
SFWA
61
Summit Financial Wealth Advisors
Louisiana
$624K 16,519 +2,002 +14%
APSP
62
Asset Planning Services (Pennsylvania)
Pennsylvania
$619K 16,028 +85 +0.5%
SCM
63
SOL Capital Management
Maryland
$615K 15,500 – –
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$581K 14,638 +9,263 +172%
LPL Financial
65
LPL Financial
California
$577K 14,551 +993 +7%
AIA
66
Arcadia Investment Advisors
Idaho
$531K 13,380 – –
W
67
Wealthfront
California
$526K 13,259 -1,066 -7%
GC
68
Garde Capital
Washington
$477K 12,717 -4,860 -28%
CG
69
Colony Group
Massachusetts
$477K 12,024 +1,569 +15%
FM
70
Foster & Motley
Ohio
$438K 11,037 +541 +5%
IA
71
IFP Advisors
Florida
$426K 10,741 +1,011 +10%
NEGWA
72
New England Guild Wealth Advisors
Connecticut
$423K 10,670 +50 +0.5%
MCM
73
Mengis Capital Management
Oregon
$417K 10,510 +2,736 +35%
BTS
74
BB&T Securities
Virginia
$414K 10,439 +1,438 +16%
HFA
75
Huber Financial Advisors
Illinois
$412K 10,379 -49 -0.5%
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