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Schwab Fundamental US Large Company Index ETF

180 hedge funds and large institutions have $4.56B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

6% more capital invested

Capital invested by funds: $4.29B → $4.56B (+$266M)

4% more funds holding

Funds holding: 173180 (+7)

0.96% less ownership

Funds ownership: 253.04%252.08% (-0.96%)

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
3.95%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
24
Increased
65
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
51
Texas Yale Capital Corp
Florida
$1.89M
FM
52
Foster & Motley
Ohio
$1.61M +$256K +19,644 +19%
Creative Planning
53
Creative Planning
Kansas
$1.47M +$34.2K +2,622 +2%
IC
54
InterOcean Capital
Illinois
$1.46M +$20.1K +1,539 +1%
UCFA
55
United Capital Financial Advisors
Texas
$1.42M +$16.2K +1,245 +1%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$1.4M +$338K +25,926 +32%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$1.37M -$129K -9,906 -9%
M&T Bank
58
M&T Bank
New York
$1.33M
WCM
59
Whitener Capital Management
North Carolina
$1.3M +$34.3K +2,634 +3%
RJA
60
Raymond James & Associates
Florida
$1.29M -$25K -1,920 -2%
FWP
61
FAS Wealth Partners
Kansas
$1.28M -$7.24K -555 -0.6%
IIC
62
Ironwood Investment Counsel
Arizona
$1.27M +$62.9K +4,824 +5%
OMC
63
Old Mission Capital
Illinois
$1.24M +$1.23M +94,155 New
Comerica Bank
64
Comerica Bank
Texas
$1.19M -$257K -19,734 -18%
AF
65
Advisornet Financial
Minnesota
$1.19M +$110K +8,472 +10%
FMWA
66
Forvis Mazars Wealth Advisors
Missouri
$1.18M
BC
67
Bartlett & Co
Ohio
$1.18M +$697K +53,475 +150%
BCWM
68
Bartlett & Co Wealth Management
Ohio
$1.18M +$697K +53,475 +150%
CFA
69
Cahill Financial Advisors
Minnesota
$1.17M -$130K -9,987 -10%
PI
70
Parkside Investments
Illinois
$1.15M -$212K -16,230 -16%
MAU
71
MRA Associates USA
Arizona
$1.09M +$204K +15,669 +23%
WCF
72
West Coast Financial
California
$1.08M -$89.5K -6,864 -8%
NCM
73
Novare Capital Management
North Carolina
$1.07M +$267K +20,517 +34%
SAM
74
SignalPoint Asset Management
Missouri
$1.06M -$11.8K -906 -1%
PA
75
PFG Advisors
Arizona
$1.06M +$111K +8,550 +12%