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Schwab Fundamental US Large Company Index ETF

77 hedge funds and large institutions have $1.8B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

28% more capital invested

Capital invested by funds: $1.41B → $1.8B (+$391M)

5% more funds holding

Funds holding: 7377 (+4)

0.94% more ownership

Funds ownership: 230.49%231.42% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.92%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
10
Increased
37
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
76
Newman Dignan & Sheerar Inc
Rhode Island
$1.3K -$84.2K -7,557 -6%
TA
77
Tiedemann Advisors
New York
-$3.58M -329,502 Closed
Citadel Advisors
78
Citadel Advisors
Florida
-$524K -48,189 Closed
MWM
79
Marietta Wealth Management
Georgia
-$336K -30,900 Closed
SFS
80
Sowell Financial Services
Arkansas
-$20K -1,800 Closed
FTUS
81
Flow Traders U.S.
New York
-$2K -201 Closed