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Schwab Fundamental US Large Company Index ETF

222 hedge funds and large institutions have $5.27B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 17

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

23% more funds holding

Funds holding: 180222 (+42)

16% more capital invested

Capital invested by funds: $4.56B → $5.27B (+$713M)

3.26% more ownership

Funds ownership: 252.08%255.34% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $255K

Holders
222
Holders Change
+42
Holders Change %
+23.33%
% of All Funds
4.37%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.41%
New
63
Increased
61
Reduced
56
Closed
17
Calls
Puts
$255K
Net Calls
-$255K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
76
Cahill Financial Advisors
Minnesota
$1.24M -$23.6K -1,731 -2%
PI
77
Parkside Investments
Illinois
$1.23M -$13.9K -1,020 -1%
CWM
78
Cedar Wealth Management
California
$1.22M +$520K +38,043 +80%
Jane Street
79
Jane Street
New York
$1.21M -$4.85M -355,146 -81%
IIC
80
Ironwood Investment Counsel
Arizona
$1.2M -$170K -12,450 -13%
PA
81
PFG Advisors
Arizona
$1.15M -$24.5K -1,791 -2%
3C
82
361 Capital
Colorado
$1.12M +$184K +13,479 +21%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$1.1M -$394K -28,863 -27%
CA
84
Cambridge Advisors
Nebraska
$1.08M +$35.7K +2,613 +4%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$51.3K -3,756 -5%
Citadel Advisors
86
Citadel Advisors
Florida
$1.07M -$1.05M -77,157 -51%
FFN
87
Focus Financial Network
Minnesota
$1.07M -$2.95K -216 -0.3%
WCF
88
West Coast Financial
California
$1.06M -$103K -7,521 -9%
NCM
89
Novare Capital Management
North Carolina
$1.03M -$120K -8,790 -11%
SAM
90
SignalPoint Asset Management
Missouri
$970K -$172K -12,591 -16%
RF
91
RHS Financial
California
$952K +$5.53K +405 +0.6%
HFA
92
Huber Financial Advisors
Illinois
$812K -$23.1K -1,689 -3%
FVWA
93
Foster Victor Wealth Advisors
South Carolina
$789K +$24.9K +1,821 +3%
LIA
94
LBMC Investment Advisors
Tennessee
$762K
Mariner
95
Mariner
Kansas
$759K +$36.8K +2,697 +5%
AWM
96
Altium Wealth Management
New York
$699K +$5.16K +378 +0.8%
FC
97
Financial Consulate
Maryland
$686K -$11.7K -855 -2%
DAS
98
Dynamic Advisor Solutions
Arizona
$681K -$111K -8,133 -15%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$662K +$110K +8,091 +21%
SWM
100
Southern Wealth Management
Texas
$643K +$617K +45,216 New