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Schwab Fundamental US Large Company Index ETF

180 hedge funds and large institutions have $4.56B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 17 closing their positions.

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
3.95%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
24
Increased
65
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$1.05M 26,424 +10,787 +69%
FFN
77
Focus Financial Network
Minnesota
$992K 25,075 -2,524 -9%
CA
78
Cambridge Advisors
Nebraska
$969K 24,496 +407 +2%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$926K 23,410 +17,633 +305%
RF
80
RHS Financial
California
$877K 22,181 -3,992 -15%
LPL Financial
81
LPL Financial
California
$872K 22,052 +763 +4%
3C
82
361 Capital
Colorado
$859K 21,718 +452 +2%
MIAN
83
Mariner Independent Advisor Network
Kansas
$808K 20,737 +3,760 +22%
PA
84
Parallel Advisors
California
$802K 20,277 +14,842 +273%
EWM
85
Empirical Wealth Management
Washington
$793K 20,058 +10,299 +106%
HFA
86
Huber Financial Advisors
Illinois
$775K 19,585 -1,248 -6%
DAS
87
Dynamic Advisor Solutions
Arizona
$739K 18,673 +136 +0.7%
LIA
88
LBMC Investment Advisors
Tennessee
$706K 17,859
FVWA
89
Foster Victor Wealth Advisors
South Carolina
$693K 17,874 +121 +0.7%
BCM
90
Breiter Capital Management
Florida
$685K 17,323 +6,167 +55%
Mariner
91
Mariner
Kansas
$667K 16,875 -16,370 -49%
FC
92
Financial Consulate
Maryland
$647K 16,359 -205 -1%
AWM
93
Altium Wealth Management
New York
$643K 16,250 -3,396 -17%
CWM
94
Cedar Wealth Management
California
$628K 15,866 +5,554 +54%
APSP
95
Asset Planning Services (Pennsylvania)
Pennsylvania
$620K 15,689 +173 +1%
SCM
96
SOL Capital Management
Maryland
$613K 15,500
SP
97
Successful Portfolios
Florida
$572K 14,467 +14,467 New
JIC
98
Johnson Investment Counsel
Ohio
$543K 13,721 +8,539 +165%
PCMC
99
Private Capital Management (Colorado)
Colorado
$525K 13,273 +528 +4%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$504K 12,813 -392 -3%