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Schwab Fundamental US Large Company Index ETF

160 hedge funds and large institutions have $3.32B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 23 closing their positions.

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
3.57%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.4%
New
39
Increased
62
Reduced
34
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
M&T Bank
51
M&T Bank
New York
$1.15M
NSG
52
Nalls Sherbakoff Group
Tennessee
$1.14M +$1.14M +100,194 New
FMWA
53
Forvis Mazars Wealth Advisors
Missouri
$1.07M -$31.2K -2,757 -3%
Creative Planning
54
Creative Planning
Kansas
$1.06M -$268K -23,688 -20%
PO
55
Private Ocean
California
$1.05M +$1.05M +92,286 +55,931%
WCM
56
Whitener Capital Management
North Carolina
$1.01M +$124K +10,959 +14%
WCF
57
West Coast Financial
California
$985K -$297K -26,196 -23%
FWP
58
FAS Wealth Partners
Kansas
$950K +$43.6K +3,852 +5%
PI
59
Parkside Investments
Illinois
$924K +$924K +81,630 New
AF
60
Advisornet Financial
Minnesota
$923K +$5.37K +474 +0.6%
SAM
61
SignalPoint Asset Management
Missouri
$918K -$111K -9,774 -11%
LPL Financial
62
LPL Financial
California
$858K +$364K +32,097 +74%
PA
63
PFG Advisors
Arizona
$853K +$55.6K +4,482 +7%
IIC
64
Ironwood Investment Counsel
Arizona
$785K +$229K +20,223 +41%
CA
65
Cambridge Advisors
Nebraska
$743K +$84.5K +7,467 +13%
FM
66
Foster & Motley
Ohio
$701K +$326K +28,743 +87%
MAU
67
MRA Associates USA
Arizona
$659K +$659K +58,206 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$656K +$656K +57,924 New
CFA
69
Cahill Financial Advisors
Minnesota
$617K +$71.7K +6,330 +13%
LIA
70
LBMC Investment Advisors
Tennessee
$607K
3C
71
361 Capital
Colorado
$569K -$44.3K -3,906 -7%
AWM
72
Altium Wealth Management
New York
$568K -$451K -39,795 -44%
FVWA
73
Foster Victor Wealth Advisors
South Carolina
$561K +$561K +49,545 New
APSP
74
Asset Planning Services (Pennsylvania)
Pennsylvania
$548K +$3.5K +309 +0.6%
NFG
75
Next Financial Group
Texas
$534K +$534K +47,160 New