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Schwab Fundamental US Large Company Index ETF

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.

New
Increased
Maintained
Reduced
Closed

195% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 21

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $3.3B → $3.61B (+$312M)

8% more funds holding

Funds holding: 128138 (+10)

0.81% more ownership

Funds ownership: 249.69%250.5% (+0.81%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

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
Name Holding Trade Value Shares
Change
Change in
Stake
BC
76
Burleson & Co
California
$354K +$10.3K +831 +3%
BTS
77
BB&T Securities
Virginia
$336K +$336K +27,003 New
NCM
78
Novare Capital Management
North Carolina
$322K -$1.68K -135 -0.5%
SB
79
Suntrust Banks
Georgia
$304K
MCM
80
Mengis Capital Management
Oregon
$290K
VF
81
Virtu Financial
New York
$285K +$68.9K +5,535 +32%
Mariner
82
Mariner
Kansas
$281K +$281K +22,611 New
EAM
83
Evanson Asset Management
California
$276K +$276K +22,155 New
VFA
84
Valeo Financial Advisors
Indiana
$267K +$97.4K +7,827 +61%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$263K +$187K +15,000 +244%
BC
86
Bartlett & Co
Ohio
$263K +$187K +15,000 +244%
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$237K +$237K +19,035 New
AL
88
Aspiriant LLC
California
$231K -$135K -10,860 -37%
Luther King Capital Management (LKCM)
89
Luther King Capital Management (LKCM)
Texas
$217K
CCA
90
Clearwater Capital Advisors
Illinois
$207K
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$200K +$91.8K +7,377 +84%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$172K +$18.1K +1,452 +12%
DWM
93
Destination Wealth Management
California
$139K +$127K +10,182 +1,019%
VIA
94
Vantage Investment Advisors
Pennsylvania
$131K +$112K +9,033 +622%
FHA
95
First Horizon Advisors
Tennessee
$130K +$130K +10,449 New
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$116K +$83.6K +6,714 +261%
WAM
97
Wealthspire Advisors (Maryland)
Maryland
$108K +$523 +42 +0.5%
ECM
98
Exchange Capital Management
Michigan
$93K
US Bancorp
99
US Bancorp
Minnesota
$71K -$30K -2,412 -30%
KJWM
100
Kiley Juergens Wealth Management
Washington
$67K +$67.6K +5,430 New