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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.

New
Increased
Maintained
Reduced
Closed

195% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 21

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $3.3B → $3.61B (+$312M)

8% more funds holding

Funds holding: 128138 (+10)

0.81% more ownership

Funds ownership: 249.69%250.5% (+0.81%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

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 Holding Trade Value Shares
Change
Change in
Stake
MFW
101
Mosaic Family Wealth
Missouri
$66K
PFA
102
Pathway Financial Advisors
Vermont
$65K +$9.67K +777 +17%
PMFA
103
Plante Moran Financial Advisors
Michigan
$64K -$31.7K -2,550 -33%
SFSIG
104
San Francisco Sentry Investment Group
California
$64K +$4.85K +390 +8%
CFC
105
Coyle Financial Counsel
Illinois
$61K +$61.1K +4,908 New
WC
106
Whitney & Co
New York
$53K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$52K +$52.3K +4,203 New
BlackRock
108
BlackRock
New York
$42K +$5.9K +474 +16%
ADL
109
Asset Dedication LLC
California
$41K
CPIG
110
Chicago Partners Investment Group
Illinois
$37K
ME
111
McIlrath & Eck
Washington
$36K
SWM
112
SeaCrest Wealth Management
New York
$31K -$11.1K -894 -27%
RFC
113
Regions Financial Corp
Alabama
$28K
BFC
114
Bedel Financial Consulting
Indiana
$26K
William Blair & Company
115
William Blair & Company
Illinois
$18K +$2.8K +225 +19%
Deutsche Bank
116
Deutsche Bank
Germany
$17K -$34.6K -2,781 -68%
SPIA
117
Steward Partners Investment Advisory
New York
$15K
TIM
118
Tortoise Investment Management
New York
$12K +$12.5K +1,002 New
SBL
119
Sargent Bickham Lagudis
Colorado
$11K -$46.9K -3,768 -81%
BWM
120
BerganKDV Wealth Management
Minnesota
$11K +$10.8K +864 New
JCM
121
Jacobi Capital Management
Pennsylvania
$11K +$11.1K +888 New
KFA
122
Kabarec Financial Advisors
Illinois
$8K
KCPG
123
Kavar Capital Partners Group
Kansas
$8K
GI
124
Gradient Investments
Minnesota
$7K +$7.36K +591 New
BCM
125
Blume Capital Management
California
$6K