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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

160 hedge funds and large institutions have $3.32B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 23 closing their positions.

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
3.57%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.4%
New
39
Increased
62
Reduced
34
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWS
1
Glassman Wealth Services
Virginia
$29M
2
QCG
2
Quadrant Capital Group
Ohio
$14.6M
3
ZCA
3
Zeke Capital Advisors
Pennsylvania
$12.5M
4
OFG
4
Oxford Financial Group
Indiana
$42.8M
5
MIH
5
Madison Investment Holdings
Wisconsin
$8.56M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.87B
2
Jane Street
2
Jane Street
New York
$0
3
AFA
3
Arlington Financial Advisors
California
$13.9M
4
RC
4
RegentAtlantic Capital
New Jersey
$10.5M
5
LRIA
5
Leonard Rickey Investment Advisors
Washington
$2.21M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
76
SOL Capital Management
Maryland
$527K 46,500 – –
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$508K 44,934 +44,934 New
HFA
78
Huber Financial Advisors
Illinois
$486K 42,870 +11,733 +38%
JIC
79
Johnson Investment Counsel
Ohio
$475K 42,069 +42,069 New
CG
80
Colony Group
Massachusetts
$463K 40,854 +4,782 +13%
TSS
81
Two Sigma Securities
New York
$463K 40,899 +40,899 New
AIA
82
Arcadia Investment Advisors
Idaho
$455K 40,140 – –
PCMC
83
Private Capital Management (Colorado)
Colorado
$417K 36,789 +36,789 New
OIA
84
OneDigital Investment Advisors
Kansas
$371K 32,751 +28,098 +604%
NEGWA
85
New England Guild Wealth Advisors
Connecticut
$366K 32,307 +297 +0.9%
BC
86
Burleson & Co
California
$359K 28,524 +183 +0.6%
BC
87
Bartlett & Co
Ohio
$356K 31,410 +6,975 +29%
William Blair & Company
88
William Blair & Company
Illinois
$356K 31,407 +30,237 +2,584%
BCWM
89
Bartlett & Co Wealth Management
Ohio
$356K 31,410 +6,975 +29%
MCM
90
Mengis Capital Management
Oregon
$349K 30,870 -660 -2%
Wealthfront Advisers
91
Wealthfront Advisers
California
$337K 29,769 +29,769 New
NCM
92
Novare Capital Management
North Carolina
$323K 28,560 -1,620 -5%
BMM
93
Berkshire Money Management
Massachusetts
$281K 24,846 +5,961 +32%
SB
94
Suntrust Banks
Georgia
$277K 24,435 – –
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$256K 22,611 +4,302 +23%
EAM
96
Evanson Asset Management
California
$251K 22,155 – –
CHA
97
Cedar Hill Associates
Illinois
$249K 22,020 -81,630 -79%
VFA
98
Valeo Financial Advisors
Indiana
$247K 21,777 +1,050 +5%
EWM
99
Empirical Wealth Management
Washington
$246K 21,735 -6,996 -24%
DACG
100
Donor Advised Charitable Giving
California
$245K 21,588 +6,249 +41%
2 3
4
5 6