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Schwab Fundamental US Large Company Index ETF

146 hedge funds and large institutions have $4.06B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
3.34%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
24
Increased
61
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$120K 3,024 -72 -2%
ECM
102
Exchange Capital Management
Michigan
$99K 2,500
Wells Fargo
103
Wells Fargo
California
$79K 1,996 -7,910 -80%
US Bancorp
104
US Bancorp
Minnesota
$76K 1,912
AA
105
Ancora Advisors
Ohio
$73K 1,850 +1,850 New
KJWM
106
Kiley Juergens Wealth Management
Washington
$71K 1,810
PMFA
107
Plante Moran Financial Advisors
Michigan
$68K 1,725
SFSIG
108
San Francisco Sentry Investment Group
California
$68K 1,711
MFW
109
Mosaic Family Wealth
Missouri
$66K 1,756
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$65K 1,632 +231 +16%
OIA
111
OneDigital Investment Advisors
Kansas
$62K 1,551 +1,551 New
WC
112
Whitney & Co
New York
$55K 1,420
BlackRock
113
BlackRock
New York
$44K 1,107 -31 -3%
ADL
114
Asset Dedication LLC
California
$43K 1,089
ME
115
McIlrath & Eck
Washington
$38K 963
CPIG
116
Chicago Partners Investment Group
Illinois
$36K 999
AF
117
Allworth Financial
California
$35K 876 +876 New
SWM
118
SeaCrest Wealth Management
New York
$33K 820
RFC
119
Regions Financial Corp
Alabama
$30K 762
APP
120
Avantax Planning Partners
Iowa
$27K 679 +679 New
VCM
121
Vigilant Capital Management
Maine
$27K 679 +679 New
BFC
122
Bedel Financial Consulting
Indiana
$26K 700
WSTAM
123
Wilbanks Smith & Thomas Asset Management
Virginia
$21K 530 +530 New
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$21K 532 +532 New
SPIA
125
Steward Partners Investment Advisory
New York
$16K 398