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Schwab Fundamental US Large Company Index ETF

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.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

50% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 44

9% more capital invested

Capital invested by funds: $3.93B → $4.29B (+$361M)

4% more funds holding

Funds holding: 167173 (+6)

2.04% more ownership

Funds ownership: 251%253.04% (+2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Colony Group
Massachusetts
$810K +$193K +15,081 +32%
NCM
77
Novare Capital Management
North Carolina
$795K -$68.4K -5,340 -8%
AWM
78
Altium Wealth Management
New York
$768K +$106K +8,292 +16%
OIA
79
OneDigital Investment Advisors
Kansas
$744K +$366K +28,557 +100%
DAS
80
Dynamic Advisor Solutions
Arizona
$725K +$713K +55,611 New
FVWA
81
Foster Victor Wealth Advisors
South Carolina
$699K +$13.8K +1,077 +2%
LIA
82
LBMC Investment Advisors
Tennessee
$698K
MIAN
83
Mariner Independent Advisor Network
Kansas
$666K +$653K +50,931 New
FC
84
Financial Consulate
Maryland
$648K -$44.9K -3,501 -7%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$611K +$304K +23,745 +102%
APSP
86
Asset Planning Services (Pennsylvania)
Pennsylvania
$607K
SCM
87
SOL Capital Management
Maryland
$606K
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$528K +$508K +39,615 New
AIA
89
Arcadia Investment Advisors
Idaho
$523K
PCMC
90
Private Capital Management (Colorado)
Colorado
$498K +$16K +1,245 +3%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$468K -$36.3K -2,835 -7%
BC
92
Bartlett & Co
Ohio
$465K -$36.3K -2,835 -7%
BCM
93
Breiter Capital Management
Florida
$436K +$429K +33,468 New
Wealthfront Advisers
94
Wealthfront Advisers
California
$434K +$106K +8,253 +33%
NEGWA
95
New England Guild Wealth Advisors
Connecticut
$423K
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$414K +$150K +11,670 +58%
CWM
97
Cedar Wealth Management
California
$403K +$126K +9,864 +47%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$398K +$15K +1,170 +4%
EWM
99
Empirical Wealth Management
Washington
$382K +$14K +1,089 +4%
BC
100
Burleson & Co
California
$376K +$2.04K +159 +0.6%