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Schwab Fundamental US Large Company Index ETF

138 hedge funds and large institutions have $3.61B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
3.16%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
21
Increased
62
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MFW
101
Mosaic Family Wealth
Missouri
$66K 1,756
PFA
102
Pathway Financial Advisors
Vermont
$65K 1,753 +259 +17%
PMFA
103
Plante Moran Financial Advisors
Michigan
$64K 1,725 -850 -33%
SFSIG
104
San Francisco Sentry Investment Group
California
$64K 1,711 +130 +8%
CFC
105
Coyle Financial Counsel
Illinois
$61K 1,636 +1,636 New
WC
106
Whitney & Co
New York
$53K 1,420
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$52K 1,401 +1,401 New
BlackRock
108
BlackRock
New York
$42K 1,138 +158 +16%
ADL
109
Asset Dedication LLC
California
$41K 1,089
CPIG
110
Chicago Partners Investment Group
Illinois
$37K 999
ME
111
McIlrath & Eck
Washington
$36K 963
SWM
112
SeaCrest Wealth Management
New York
$31K 820 -298 -27%
RFC
113
Regions Financial Corp
Alabama
$28K 762
BFC
114
Bedel Financial Consulting
Indiana
$26K 700
William Blair & Company
115
William Blair & Company
Illinois
$18K 472 +75 +19%
Deutsche Bank
116
Deutsche Bank
Germany
$17K 444 -927 -68%
SPIA
117
Steward Partners Investment Advisory
New York
$15K 398
TIM
118
Tortoise Investment Management
New York
$12K 334 +334 New
SBL
119
Sargent Bickham Lagudis
Colorado
$11K 290 -1,256 -81%
BWM
120
BerganKDV Wealth Management
Minnesota
$11K 288 +288 New
JCM
121
Jacobi Capital Management
Pennsylvania
$11K 296 +296 New
KCPG
122
Kavar Capital Partners Group
Kansas
$8K 225
KFA
123
Kabarec Financial Advisors
Illinois
$8K 213
GI
124
Gradient Investments
Minnesota
$7K 197 +197 New
BCM
125
Blume Capital Management
California
$6K 151