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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.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 27

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

13% more capital invested

Capital invested by funds: $3.61B → $4.06B (+$452M)

6% more funds holding

Funds holding: 138146 (+8)

1.24% more ownership

Funds ownership: 250.5%251.75% (+1.2%)

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 Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$120K -$2.81K -216 -2%
ECM
102
Exchange Capital Management
Michigan
$99K
Wells Fargo
103
Wells Fargo
California
$79K -$308K -23,730 -80%
US Bancorp
104
US Bancorp
Minnesota
$76K
AA
105
Ancora Advisors
Ohio
$73K +$72.1K +5,550 New
KJWM
106
Kiley Juergens Wealth Management
Washington
$71K
PMFA
107
Plante Moran Financial Advisors
Michigan
$68K
SFSIG
108
San Francisco Sentry Investment Group
California
$68K
MFW
109
Mosaic Family Wealth
Missouri
$66K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$65K +$9.01K +693 +16%
OIA
111
OneDigital Investment Advisors
Kansas
$62K +$60.5K +4,653 New
WC
112
Whitney & Co
New York
$55K
BlackRock
113
BlackRock
New York
$44K -$1.21K -93 -3%
ADL
114
Asset Dedication LLC
California
$43K
ME
115
McIlrath & Eck
Washington
$38K
CPIG
116
Chicago Partners Investment Group
Illinois
$36K
AF
117
Allworth Financial
California
$35K +$34.2K +2,628 New
SWM
118
SeaCrest Wealth Management
New York
$33K
RFC
119
Regions Financial Corp
Alabama
$30K
APP
120
Avantax Planning Partners
Iowa
$27K +$26.5K +2,037 New
VCM
121
Vigilant Capital Management
Maine
$27K +$26.5K +2,037 New
BFC
122
Bedel Financial Consulting
Indiana
$26K
WSTAM
123
Wilbanks Smith & Thomas Asset Management
Virginia
$21K +$20.7K +1,590 New
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$21K +$20.7K +1,596 New
SPIA
125
Steward Partners Investment Advisory
New York
$16K