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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.

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 Market Value Shares Shares
Change
Shares
Change %
BDF
101
Balasa Dinverno & Foltz
$486K 12,284 +12,284 New
AIA
102
Arcadia Investment Advisors
Idaho
$480K 12,144 -1,236 -9%
TRCT
103
Tower Research Capital (TRC)
New York
$455K 11,492 +2,598 +29%
NFG
104
Next Financial Group
Texas
$418K 10,566 -11,160 -51%
IC
105
Inscription Capital
Texas
$415K 10,481 +10,481 New
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$403K 10,201 -380 -4%
Wealthfront Advisers
107
Wealthfront Advisers
California
$361K 9,119 -1,967 -18%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$361K 9,126 -1,039 -10%
MCM
109
Mengis Capital Management
Oregon
$352K 8,925 -485 -5%
OIA
110
OneDigital Investment Advisors
Kansas
$338K 8,552 -10,484 -55%
FWM
111
Foresight Wealth Management
Utah
$334K 8,449 +229 +3%
SB
112
Suntrust Banks
Georgia
$322K 8,145
BMM
113
Berkshire Money Management
Massachusetts
$310K 7,847 -1,353 -15%
EAM
114
Evanson Asset Management
California
$292K 7,385
DACG
115
Donor Advised Charitable Giving
California
$288K 7,276 +40 +0.6%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$261K 6,588 -1,197 -15%
Wells Fargo
117
Wells Fargo
California
$253K 6,386 -460 -7%
BEAM
118
Baker Ellis Asset Management
Washington
$249K 6,300
Fidelity Investments
119
Fidelity Investments
Massachusetts
$247K 6,252 +3,653 +141%
NDSI
120
Newman Dignan & Sheerar Inc
Rhode Island
$241K 6,088 +22 +0.4%
LWAC
121
Laurel Wealth Advisors (California)
California
$240K 6,073 -16 -0.3%
AI
122
Atria Investments
North Carolina
$239K 6,046 -17 -0.3%
Luther King Capital Management (LKCM)
123
Luther King Capital Management (LKCM)
Texas
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$223K 5,650 +5,650 New
TF
125
Trek Financial
Arizona
$221K 5,595