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Schwab Fundamental US Large Company Index ETF

222 hedge funds and large institutions have $5.27B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 17

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

23% more funds holding

Funds holding: 180222 (+42)

16% more capital invested

Capital invested by funds: $4.56B → $5.27B (+$713M)

3.26% more ownership

Funds ownership: 252.08%255.34% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $255K

Holders
222
Holders Change
+42
Holders Change %
+23.33%
% of All Funds
4.37%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.41%
New
63
Increased
61
Reduced
56
Closed
17
Calls
Puts
$255K
Net Calls
-$255K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Colony Group
Massachusetts
$2.8M +$457K +33,462 +20%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$2.75M +$105K +7,716 +4%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$2.7M +$458K +33,561 +21%
AP
54
Adero Partners
California
$2.29M +$2.2M +161,238 New
CFO
55
CVA Family Office
Colorado
$2.22M +$2.13M +155,910 New
VFA
56
Valeo Financial Advisors
Indiana
$2.21M -$451 -33 -0%
BAM
57
Bellevue Asset Management
Washington
$2.19M +$2.11M +154,251 New
KCPG
58
Kavar Capital Partners Group
Kansas
$2.09M +$1.8M +131,520 +839%
Creative Planning
59
Creative Planning
Kansas
$2.07M +$465K +34,038 +31%
C
60
Clearshares
New York
$2.06M -$2.11M -154,242 -52%
TYCC
61
Texas Yale Capital Corp
Florida
$2.04M
MWM
62
Madison Wealth Management
Ohio
$1.82M +$1.74M +127,623 New
Comerica Bank
63
Comerica Bank
Texas
$1.78M +$493K +36,087 +40%
FWP
64
FAS Wealth Partners
Kansas
$1.76M +$366K +26,778 +28%
FM
65
Foster & Motley
Ohio
$1.73M -$14.8K -1,086 -0.9%
RJA
66
Raymond James & Associates
Florida
$1.55M +$150K +11,016 +11%
UCFA
67
United Capital Financial Advisors
Texas
$1.54M +$15.3K +1,122 +1%
PWS
68
Paragon Wealth Strategies
Florida
$1.52M -$10.4M -764,262 -88%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$1.48M -$7.33K -537 -0.5%
WCM
70
Whitener Capital Management
North Carolina
$1.47M +$63.7K +4,665 +5%
LPL Financial
71
LPL Financial
California
$1.42M +$463K +33,882 +51%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1.42M +$399K +29,241 +42%
IC
73
InterOcean Capital
Illinois
$1.39M -$173K -12,672 -11%
AF
74
Advisornet Financial
Minnesota
$1.29M +$6.27K +459 +0.5%
FMWA
75
Forvis Mazars Wealth Advisors
Missouri
$1.27M