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Schwab Fundamental US Large Company Index ETF

128 hedge funds and large institutions have $3.3B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
2.94%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
24
Increased
47
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
101
Wells Fargo
California
$47K -$10.8K -894 -19%
SWM
102
SeaCrest Wealth Management
New York
$41K +$28.2K +2,310 +221%
ADL
103
Asset Dedication LLC
California
$40K
VCM
104
Vigilant Capital Management
Maine
$39K
BlackRock
105
BlackRock
New York
$36K -$2.02K -165 -5%
CPIG
106
Chicago Partners Investment Group
Illinois
$36K
ME
107
McIlrath & Eck
Washington
$35K -$11.6K -954 -25%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$31K +$1.3K +108 +4%
RFC
109
Regions Financial Corp
Alabama
$28K
APP
110
Avantax Planning Partners
Iowa
$25K +$25K +2,034 New
BFC
111
Bedel Financial Consulting
Indiana
$25K +$25K +2,100 New
IWM
112
IHT Wealth Management
Illinois
$19K
DWM
113
Destination Wealth Management
California
$19K +$19K +999 New
VIA
114
Vantage Investment Advisors
Pennsylvania
$18K
SPIA
115
Steward Partners Investment Advisory
New York
$14K
William Blair & Company
116
William Blair & Company
Illinois
$14K +$14K +1,191 New
KFA
117
Kabarec Financial Advisors
Illinois
$8K
KCPG
118
Kavar Capital Partners Group
Kansas
$8K +$8K +675 New
TWA
119
TCI Wealth Advisors
Arizona
$6K +$6K +456 New
BCM
120
Blume Capital Management
California
$5K
Citigroup
121
Citigroup
New York
$4K
AG
122
Advisor Group
Arizona
$3K +$289 +24 +11%
SWP
123
Stratos Wealth Partners
Ohio
$3K +$3K +240 New
GEA
124
Glen Eagle Advisors
New Jersey
$2.25K
PO
125
Private Ocean
California
$1K