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Schwab Fundamental US Large Company Index ETF

128 hedge funds and large institutions have $3.3B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
2.94%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
24
Increased
47
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FM
76
Foster & Motley
Ohio
$274K +$41.3K +3,408 +18%
NDSI
77
Newman Dignan & Sheerar Inc
Rhode Island
$255K -$10.6K -864 -4%
Luther King Capital Management (LKCM)
78
Luther King Capital Management (LKCM)
Texas
$211K -$62.5K -5,157 -23%
HFA
79
Huber Financial Advisors
Illinois
$210K +$15.8K +1,299 +8%
VF
80
Virtu Financial
New York
$210K +$210K +17,331 New
SFG
81
SNS Financial Group
Minnesota
$205K +$205K +16,917 New
CCA
82
Clearwater Capital Advisors
Illinois
$202K
JIC
83
Johnson Investment Counsel
Ohio
$201K +$201K +16,632 New
ASN
84
Advisory Services Network
Georgia
$174K +$77.4K +6,408 +80%
VFA
85
Valeo Financial Advisors
Indiana
$156K +$156K +12,900 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$150K -$31.6K -2,604 -17%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$106K +$62.7K +5,172 +145%
WAM
88
Wealthspire Advisors (Maryland)
Maryland
$105K +$473 +39 +0.5%
US Bancorp
89
US Bancorp
Minnesota
$99K +$98K +8,067 +9,959%
PMFA
90
Plante Moran Financial Advisors
Michigan
$94K
ECM
91
Exchange Capital Management
Michigan
$91K +$91K +7,500 New
BCWM
92
Bartlett & Co Wealth Management
Ohio
$74.3K +$74.3K +6,135 New
BC
93
Bartlett & Co
Ohio
$74K
MFW
94
Mosaic Family Wealth
Missouri
$64K +$64K +5,268 New
FRA
95
Front Row Advisors
California
$63K
SFSIG
96
San Francisco Sentry Investment Group
California
$57K
SBL
97
Sargent Bickham Lagudis
Colorado
$56K
PFA
98
Pathway Financial Advisors
Vermont
$54K +$54K +4,482 New
WC
99
Whitney & Co
New York
$52K +$52K +4,260 New
Deutsche Bank
100
Deutsche Bank
Germany
$49K +$49K +4,113 New