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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

138 hedge funds and large institutions have $3.61B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
3.16%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
21
Increased
62
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.26B
2
ML
2
McAdam LLC
Pennsylvania
$27.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.88M
4
KLI
4
Kelman-Lazarov Inc
Tennessee
$10.1M
5
OFG
5
Oxford Financial Group
Indiana
$40.4M

Top Sellers

1
RC
1
RegentAtlantic Capital
New Jersey
$0
2
ZCA
2
Zeke Capital Advisors
Pennsylvania
$17M
3
TA
3
Tiedemann Advisors
New York
$27.1M
4
Jane Street
4
Jane Street
New York
$6.04M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
76
Burleson & Co
California
$354K 9,475 +277 +3%
BTS
77
BB&T Securities
Virginia
$336K 9,001 +9,001 New
NCM
78
Novare Capital Management
North Carolina
$322K 8,630 -45 -0.5%
SB
79
Suntrust Banks
Georgia
$304K 8,145 – –
MCM
80
Mengis Capital Management
Oregon
$290K 7,774 – –
VF
81
Virtu Financial
New York
$285K 7,622 +1,845 +32%
Mariner
82
Mariner
Kansas
$281K 7,537 +7,537 New
EAM
83
Evanson Asset Management
California
$276K 7,385 +7,385 New
VFA
84
Valeo Financial Advisors
Indiana
$267K 6,909 +2,609 +61%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$263K 7,045 +5,000 +244%
BC
86
Bartlett & Co
Ohio
$263K 7,045 +5,000 +244%
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$237K 6,345 +6,345 New
AL
88
Aspiriant LLC
California
$231K 6,175 -3,620 -37%
Luther King Capital Management (LKCM)
89
Luther King Capital Management (LKCM)
Texas
$217K 5,800 – –
CCA
90
Clearwater Capital Advisors
Illinois
$207K 5,556 – –
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$200K 5,375 +2,459 +84%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$172K 4,605 +484 +12%
DWM
93
Destination Wealth Management
California
$139K 3,727 +3,394 +1,019%
VIA
94
Vantage Investment Advisors
Pennsylvania
$131K 3,495 +3,011 +622%
FHA
95
First Horizon Advisors
Tennessee
$130K 3,483 +3,483 New
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$116K 3,096 +2,238 +261%
WAM
97
Wealthspire Advisors (Maryland)
Maryland
$108K 2,899 +14 +0.5%
ECM
98
Exchange Capital Management
Michigan
$93K 2,500 – –
US Bancorp
99
US Bancorp
Minnesota
$71K 1,912 -804 -30%
KJWM
100
Kiley Juergens Wealth Management
Washington
$67K 1,810 +1,810 New
2 3
4
5 6