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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

173 hedge funds and large institutions have $4.29B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 19 closing their positions.

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.76%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.3%
New
29
Increased
66
Reduced
44
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.75B
2
QCG
2
Quadrant Capital Group
Ohio
$25.9M
3
C
3
Clearshares
New York
$4.21M
4
Ameriprise
4
Ameriprise
Minnesota
$24.8M
5
MWP
5
Moller Wealth Partners
$3.76M

Top Sellers

1
ZCA
1
Zeke Capital Advisors
Pennsylvania
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$1.38M
3
MIH
3
Madison Investment Holdings
Wisconsin
$8.38M
4
Jane Street
4
Jane Street
New York
$1.77M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CG
76
Colony Group
Massachusetts
$810K 20,706 +5,027 +32%
NCM
77
Novare Capital Management
North Carolina
$795K 20,319 -1,780 -8%
AWM
78
Altium Wealth Management
New York
$768K 19,646 +2,764 +16%
OIA
79
OneDigital Investment Advisors
Kansas
$744K 19,036 +9,519 +100%
DAS
80
Dynamic Advisor Solutions
Arizona
$725K 18,537 +18,537 New
FVWA
81
Foster Victor Wealth Advisors
South Carolina
$699K 17,753 +359 +2%
LIA
82
LBMC Investment Advisors
Tennessee
$698K 17,859 – –
MIAN
83
Mariner Independent Advisor Network
Kansas
$666K 16,977 +16,977 New
FC
84
Financial Consulate
Maryland
$648K 16,564 -1,167 -7%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$611K 15,637 +7,915 +102%
APSP
86
Asset Planning Services (Pennsylvania)
Pennsylvania
$607K 15,516 – –
SCM
87
SOL Capital Management
Maryland
$606K 15,500 – –
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$528K 13,205 +13,205 New
AIA
89
Arcadia Investment Advisors
Idaho
$523K 13,380 – –
PCMC
90
Private Capital Management (Colorado)
Colorado
$498K 12,745 +415 +3%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$468K 11,900 -945 -7%
BC
92
Bartlett & Co
Ohio
$465K 11,900 -945 -7%
BCM
93
Breiter Capital Management
Florida
$436K 11,156 +11,156 New
Wealthfront Advisers
94
Wealthfront Advisers
California
$434K 11,086 +2,751 +33%
NEGWA
95
New England Guild Wealth Advisors
Connecticut
$423K 10,821 – –
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$414K 10,581 +3,890 +58%
CWM
97
Cedar Wealth Management
California
$403K 10,312 +3,288 +47%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$398K 10,165 +390 +4%
EWM
99
Empirical Wealth Management
Washington
$382K 9,759 +363 +4%
BC
100
Burleson & Co
California
$376K 9,613 +53 +0.6%
2 3
4
5 6