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Schwab Fundamental US Large Company Index ETF

173 hedge funds and large institutions have $4.29B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

50% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 44

9% more capital invested

Capital invested by funds: $3.93B → $4.29B (+$361M)

4% more funds holding

Funds holding: 167173 (+6)

2.04% more ownership

Funds ownership: 251%253.04% (+2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.76%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.3%
New
29
Increased
66
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$1.38M -$8.2M -640,245 -86%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.36M +$132K +10,335 +11%
PI
53
Parkside Investments
Illinois
$1.35M
FM
54
Foster & Motley
Ohio
$1.34M -$203K -15,849 -13%
M&T Bank
55
M&T Bank
New York
$1.32M
RJA
56
Raymond James & Associates
Florida
$1.31M -$535K -41,778 -29%
Mariner
57
Mariner
Kansas
$1.3M +$884K +68,988 +224%
CFA
58
Cahill Financial Advisors
Minnesota
$1.29M +$102K +7,956 +9%
FWP
59
FAS Wealth Partners
Kansas
$1.27M +$137K +10,710 +12%
WCM
60
Whitener Capital Management
North Carolina
$1.25M +$73.9K +5,766 +6%
IIC
61
Ironwood Investment Counsel
Arizona
$1.2M +$57.3K +4,473 +5%
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$1.17M -$16.3K -1,269 -1%
WCF
63
West Coast Financial
California
$1.16M +$20.8K +1,623 +2%
FFN
64
Focus Financial Network
Minnesota
$1.09M -$53.2K -4,155 -5%
AF
65
Advisornet Financial
Minnesota
$1.07M +$884 +69 +0.1%
SAM
66
SignalPoint Asset Management
Missouri
$1.06M +$5.65K +441 +0.5%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.04M +$1.03M +80,061 New
RF
68
RHS Financial
California
$1.02M -$160K -12,516 -14%
PA
69
PFG Advisors
Arizona
$989K -$9.76K -762 -1%
CA
70
Cambridge Advisors
Nebraska
$942K +$222K +17,304 +31%
MAU
71
MRA Associates USA
Arizona
$881K +$30.3K +2,364 +4%
NFG
72
Next Financial Group
Texas
$850K +$835K +65,178 New
LPL Financial
73
LPL Financial
California
$833K +$22.2K +1,734 +3%
3C
74
361 Capital
Colorado
$832K +$3.27K +255 +0.4%
HFA
75
Huber Financial Advisors
Illinois
$815K -$69.1K -5,397 -8%