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Schwab Fundamental US Large Company Index ETF

222 hedge funds and large institutions have $5.27B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 17

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

23% more funds holding

Funds holding: 180222 (+42)

16% more capital invested

Capital invested by funds: $4.56B → $5.27B (+$713M)

3.26% more ownership

Funds ownership: 252.08%255.34% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $255K

Holders
222
Holders Change
+42
Holders Change %
+23.33%
% of All Funds
4.37%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.41%
New
63
Increased
61
Reduced
56
Closed
17
Calls
Puts
$255K
Net Calls
-$255K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
DFG
101
DWM Financial Group
Illinois
$633K +$607K +44,469 New
SCM
102
SOL Capital Management
Maryland
$598K -$61.5K -4,500 -10%
OMC
103
Old Mission Capital
Illinois
$596K -$713K -52,245 -55%
DWM
104
Destination Wealth Management
California
$592K +$568K +41,586 New
APSP
105
Asset Planning Services (Pennsylvania)
Pennsylvania
$590K -$82.3K -6,030 -13%
SP
106
Successful Portfolios
Florida
$558K -$57.1K -4,182 -10%
PCMC
107
Private Capital Management (Colorado)
Colorado
$525K
BDF
108
Balasa Dinverno & Foltz
$524K
AIA
109
Arcadia Investment Advisors
Idaho
$518K
Truist Financial
110
Truist Financial
North Carolina
$509K +$489K +35,814 New
AI
111
Atria Investments
North Carolina
$508K +$240K +17,574 +97%
EWM
112
Empirical Wealth Management
Washington
$507K -$335K -24,540 -41%
MIAN
113
Mariner Independent Advisor Network
Kansas
$506K -$364K -26,640 -43%
Wells Fargo
114
Wells Fargo
California
$443K +$163K +11,955 +62%
WFA
115
Wade Financial Advisory
California
$422K +$405K +29,634 New
JLBC
116
J.L. Bainbridge & Co
Florida
$391K +$375K +27,450 New
PA
117
Parallel Advisors
California
$378K -$468K -34,281 -56%
MCM
118
Mengis Capital Management
Oregon
$377K -$3.07K -225 -0.8%
FWM
119
Foresight Wealth Management
Utah
$375K +$14.1K +1,035 +4%
MCM
120
Maryland Capital Management
Maryland
$375K +$360K +26,376 New
OIA
121
OneDigital Investment Advisors
Kansas
$365K
RWRC
122
R.W. Roge & Company
New York
$353K +$338K +24,780 New
BMM
123
Berkshire Money Management
Massachusetts
$345K +$9.75K +714 +3%
LWAC
124
Laurel Wealth Advisors (California)
California
$336K +$73.6K +5,388 +30%
EAM
125
Evanson Asset Management
California
$315K