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Schwab Fundamental US Large Company Index ETF

138 hedge funds and large institutions have $3.61B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 21

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $3.3B → $3.61B (+$312M)

8% more funds holding

Funds holding: 128138 (+10)

0.81% more ownership

Funds ownership: 249.69%250.5% (+0.81%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
3.16%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
21
Increased
62
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$4K
AG
127
Advisor Group
Arizona
$3K
FMP
128
Financial Management Professionals
Texas
$3K +$3.25K +261 New
GEA
129
Glen Eagle Advisors
New Jersey
$2.31K
PO
130
Private Ocean
California
$2K
S
131
SignatureFD
Georgia
$2K +$2.46K +198 New
MS
132
Marshall & Sullivan
Washington
$1.75K +$1.75K +141 New
ASN
133
Advisory Services Network
Georgia
$1K -$178K -14,298 -99%
SHJ
134
Sharkey, Howes & Javer
Colorado
$1K
NDSI
135
Newman Dignan & Sheerar Inc
Rhode Island
$251 -$7.47K -600 -3%
FRA
136
Front Row Advisors
California
$75 +$7.47K +600 +11%
RC
137
RegentAtlantic Capital
New Jersey
-$12.8M -1,054,533 Closed
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
-$695K -57,432 Closed
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
-$351K -28,962 Closed
SFG
140
SNS Financial Group
Minnesota
-$205K -16,917 Closed
JIC
141
Johnson Investment Counsel
Ohio
-$201K -16,632 Closed
VCM
142
Vigilant Capital Management
Maine
-$39K -3,180 Closed
APP
143
Avantax Planning Partners
Iowa
-$25K -2,034 Closed
IWM
144
IHT Wealth Management
Illinois
-$19K -1,563 Closed
TWA
145
TCI Wealth Advisors
Arizona
-$6K -456 Closed
SWP
146
Stratos Wealth Partners
Ohio
-$3K -240 Closed