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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

173 hedge funds and large institutions have $4.29B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 19 closing their positions.

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.76%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.3%
New
29
Increased
66
Reduced
44
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.75B
2
QCG
2
Quadrant Capital Group
Ohio
$25.9M
3
C
3
Clearshares
New York
$4.21M
4
Ameriprise
4
Ameriprise
Minnesota
$24.8M
5
MWP
5
Moller Wealth Partners
$3.76M

Top Sellers

1
ZCA
1
Zeke Capital Advisors
Pennsylvania
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$1.38M
3
MIH
3
Madison Investment Holdings
Wisconsin
$8.38M
4
Jane Street
4
Jane Street
New York
$1.77M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
101
Mengis Capital Management
Oregon
$368K 9,410 -350 -4%
BMM
102
Berkshire Money Management
Massachusetts
$360K 9,200 +353 +4%
TRCT
103
Tower Research Capital (TRC)
New York
$348K 8,894 -5,895 -40%
FWM
104
Foresight Wealth Management
Utah
$321K 8,220 – –
SB
105
Suntrust Banks
Georgia
$319K 8,145 – –
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$304K 7,785 +383 +5%
EAM
107
Evanson Asset Management
California
$289K 7,385 – –
DACG
108
Donor Advised Charitable Giving
California
$283K 7,236 – –
Wells Fargo
109
Wells Fargo
California
$268K 6,846 +5,406 +375%
BEAM
110
Baker Ellis Asset Management
Washington
$246K 6,300 +1,200 +24%
LWAC
111
Laurel Wealth Advisors (California)
California
$238K 6,089 +82 +1%
AI
112
Atria Investments
North Carolina
$229K 6,063 +6,063 New
Luther King Capital Management (LKCM)
113
Luther King Capital Management (LKCM)
Texas
– – – –
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$226K 5,777 -3,587 -38%
TF
115
Trek Financial
Arizona
$219K 5,595 -1 -0%
PA
116
Parallel Advisors
California
$213K 5,435 +4,683 +623%
PAG
117
Private Advisor Group
New Jersey
$207K 5,285 +5,285 New
KCPG
118
Kavar Capital Partners Group
Kansas
$204K 5,225 +5,225 New
NCM
119
Next Capital Management
New York
$203K 5,203 -95 -2%
WWM
120
Windsor Wealth Management
Indiana
$203K 5,172 +5,172 New
JIC
121
Johnson Investment Counsel
Ohio
$202K 5,182 +5,182 New
Lido Advisors
122
Lido Advisors
California
$201K 5,144 +5,144 New
GWM
123
Geneos Wealth Management
Colorado
$104K 2,674 +2,674 New
Fidelity Investments
124
Fidelity Investments
Massachusetts
$102K 2,599 +1,264 +95%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$98K 2,483 +1,974 +388%
3 4
5
6 7