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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.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

6% more capital invested

Capital invested by funds: $4.29B → $4.56B (+$266M)

4% more funds holding

Funds holding: 173180 (+7)

0.96% less ownership

Funds ownership: 253.04%252.08% (-0.96%)

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 Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$1.04M +$422K +32,361 +69%
FFN
77
Focus Financial Network
Minnesota
$992K -$98.7K -7,572 -9%
CA
78
Cambridge Advisors
Nebraska
$969K +$15.9K +1,221 +2%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$926K +$690K +52,899 +305%
RF
80
RHS Financial
California
$877K -$156K -11,976 -15%
LPL Financial
81
LPL Financial
California
$872K +$29.8K +2,289 +4%
3C
82
361 Capital
Colorado
$859K +$17.7K +1,356 +2%
MIAN
83
Mariner Independent Advisor Network
Kansas
$808K +$147K +11,280 +22%
PA
84
Parallel Advisors
California
$802K +$580K +44,526 +273%
EWM
85
Empirical Wealth Management
Washington
$793K +$403K +30,897 +106%
HFA
86
Huber Financial Advisors
Illinois
$775K -$48.8K -3,744 -6%
DAS
87
Dynamic Advisor Solutions
Arizona
$739K +$5.32K +408 +0.7%
LIA
88
LBMC Investment Advisors
Tennessee
$706K
FVWA
89
Foster Victor Wealth Advisors
South Carolina
$693K +$4.73K +363 +0.7%
BCM
90
Breiter Capital Management
Florida
$685K +$241K +18,501 +55%
Mariner
91
Mariner
Kansas
$667K -$640K -49,110 -49%
FC
92
Financial Consulate
Maryland
$647K -$8.02K -615 -1%
AWM
93
Altium Wealth Management
New York
$643K -$133K -10,188 -17%
CWM
94
Cedar Wealth Management
California
$628K +$217K +16,662 +54%
APSP
95
Asset Planning Services (Pennsylvania)
Pennsylvania
$620K +$6.77K +519 +1%
SCM
96
SOL Capital Management
Maryland
$613K
SP
97
Successful Portfolios
Florida
$572K +$566K +43,401 New
JIC
98
Johnson Investment Counsel
Ohio
$543K +$334K +25,617 +165%
PCMC
99
Private Capital Management (Colorado)
Colorado
$525K +$20.7K +1,584 +4%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$504K -$15.3K -1,176 -3%