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Schwab Fundamental US Large Company Index ETF

180 hedge funds and large institutions have $4.56B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

6% more capital invested

Capital invested by funds: $4.29B → $4.56B (+$266M)

4% more funds holding

Funds holding: 173180 (+7)

0.96% less ownership

Funds ownership: 253.04%252.08% (-0.96%)

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
3.95%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
24
Increased
65
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
101
Balasa Dinverno & Foltz
$486K +$480K +36,852 New
AIA
102
Arcadia Investment Advisors
Idaho
$480K -$48.3K -3,708 -9%
TRCT
103
Tower Research Capital (TRC)
New York
$455K +$102K +7,794 +29%
NFG
104
Next Financial Group
Texas
$418K -$436K -33,480 -51%
IC
105
Inscription Capital
Texas
$415K +$410K +31,443 New
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$403K -$14.9K -1,140 -4%
Wealthfront Advisers
107
Wealthfront Advisers
California
$361K -$76.9K -5,901 -18%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$361K -$40.6K -3,117 -10%
MCM
109
Mengis Capital Management
Oregon
$352K -$19K -1,455 -5%
OIA
110
OneDigital Investment Advisors
Kansas
$338K -$410K -31,452 -55%
FWM
111
Foresight Wealth Management
Utah
$334K +$8.96K +687 +3%
SB
112
Suntrust Banks
Georgia
$322K
BMM
113
Berkshire Money Management
Massachusetts
$310K -$52.9K -4,059 -15%
EAM
114
Evanson Asset Management
California
$292K
DACG
115
Donor Advised Charitable Giving
California
$288K +$1.56K +120 +0.6%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$261K -$46.8K -3,591 -15%
Wells Fargo
117
Wells Fargo
California
$253K -$18K -1,380 -7%
BEAM
118
Baker Ellis Asset Management
Washington
$249K
Fidelity Investments
119
Fidelity Investments
Massachusetts
$247K +$143K +10,959 +141%
NDSI
120
Newman Dignan & Sheerar Inc
Rhode Island
$241K +$860 +66 +0.4%
LWAC
121
Laurel Wealth Advisors (California)
California
$240K -$626 -48 -0.3%
AI
122
Atria Investments
North Carolina
$239K -$665 -51 -0.3%
Luther King Capital Management (LKCM)
123
Luther King Capital Management (LKCM)
Texas
$229K
JMPWA
124
JP Morgan Private Wealth Advisors
California
$223K +$221K +16,950 New
TF
125
Trek Financial
Arizona
$221K