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Schwab Fundamental US Large Company Index ETF

113 hedge funds and large institutions have $3.11B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+27
Holders Change %
+31.4%
% of All Funds
2.57%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.25%
New
32
Increased
36
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
76
Clearwater Capital Advisors
Illinois
$208K +$208K +16,668 New
PAG
77
Private Advisor Group
New Jersey
$202K -$31.3K -2,496 -13%
HFA
78
Huber Financial Advisors
Illinois
$200K +$200K +15,996 New
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$187K +$57K +4,566 +44%
WAM
80
Wealthspire Advisors (Maryland)
Maryland
$108K +$526 +42 +0.5%
ASN
81
Advisory Services Network
Georgia
$100K +$27.4K +2,190 +38%
PMFA
82
Plante Moran Financial Advisors
Michigan
$96K
BC
83
Bartlett & Co
Ohio
$77K -$3.77K -300 -5%
KJWM
84
Kiley Juergens Wealth Management
Washington
$66K +$66K +5,340 New
FRA
85
Front Row Advisors
California
$65K +$65K +5,238 New
Wells Fargo
86
Wells Fargo
California
$59K +$58.1K +4,713 +6,284%
SFSIG
87
San Francisco Sentry Investment Group
California
$59K +$59K +4,743 New
SBL
88
Sargent Bickham Lagudis
Colorado
$58K
BWM
89
Baystate Wealth Management
Massachusetts
$57K
ME
90
McIlrath & Eck
Washington
$48K +$48K +3,843 New
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$45K -$91.9K -7,305 -67%
ADL
92
Asset Dedication LLC
California
$41K -$79.8K -6,360 -66%
VCM
93
Vigilant Capital Management
Maine
$40K +$40K +3,180 New
BlackRock
94
BlackRock
New York
$39K
CPIG
95
Chicago Partners Investment Group
Illinois
$37K
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$31K
RFC
97
Regions Financial Corp
Alabama
$29K +$29K +2,286 New
SIM
98
Sonora Investment Management
Arizona
$25K +$25K +2,001 New
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$20K -$388K -30,414 -95%
IWM
100
IHT Wealth Management
Illinois
$20K