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Schwab Fundamental US Large Company Index ETF

160 hedge funds and large institutions have $3.32B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 23 closing their positions.

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
3.57%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.4%
New
39
Increased
62
Reduced
34
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$233K 20,592 -42,213 -67%
BCM
102
Breiter Capital Management
Florida
$226K 19,956 +19,956 New
GC
103
Garde Capital
Washington
$217K 19,140 -19,011 -50%
LWAC
104
Laurel Wealth Advisors (California)
California
$203K 17,934 +17,934 New
NCM
105
Next Capital Management
New York
$200K 17,649 +17,649 New
BEAM
106
Baker Ellis Asset Management
Washington
$139K 12,300 +12,300 New
MWA
107
Meridian Wealth Advisors
Texas
$127K 11,250 +11,250 New
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$116K 10,233 +5,337 +109%
BWA
109
Burt Wealth Advisors
Maryland
$113K 9,936 -639 -6%
FNC
110
First National Corp
Massachusetts
$111K 9,795 +9,795 New
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$103K 9,072
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$93K 8,253 +8,253 New
Wells Fargo
113
Wells Fargo
California
$85K 7,527 +1,539 +26%
FHA
114
First Horizon Advisors
Tennessee
$81K 7,143 -2,181 -23%
DWM
115
Destination Wealth Management
California
$75K 6,657 -5,397 -45%
FRA
116
Front Row Advisors
California
$68K 5,988
US Bancorp
117
US Bancorp
Minnesota
$64K 5,655 -81 -1%
SFSIG
118
San Francisco Sentry Investment Group
California
$58K 5,133
SIAS
119
Shine Investment Advisory Services
Colorado
$57K 5,031 +5,031 New
BWM
120
Baystate Wealth Management
Massachusetts
$52K 4,275 +4,275 New
BlackRock
121
BlackRock
New York
$38K 3,399 +78 +2%
ADL
122
Asset Dedication LLC
California
$37K 3,267
SWM
123
SeaCrest Wealth Management
New York
$36K 3,144 +684 +28%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$35K 3,066 +3,066 New
ME
125
McIlrath & Eck
Washington
$33K 2,889