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Schwab Fundamental US Large Company Index ETF

146 hedge funds and large institutions have $4.06B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 27

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

13% more capital invested

Capital invested by funds: $3.61B → $4.06B (+$452M)

6% more funds holding

Funds holding: 138146 (+8)

1.24% more ownership

Funds ownership: 250.5%251.75% (+1.2%)

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
3.34%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
24
Increased
61
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$15K -$3.2K -246 -17%
TIM
127
Tortoise Investment Management
New York
$13K
AG
128
Advisor Group
Arizona
$13K +$9.82K +756 +304%
SBL
129
Sargent Bickham Lagudis
Colorado
$12K
FHB
130
First Hawaiian Bank
Hawaii
$12K +$11.5K +888 New
BWM
131
BerganKDV Wealth Management
Minnesota
$11K
WAM
132
Wealthspire Advisors (Maryland)
Maryland
$9K -$104K -8,022 -92%
BCM
133
Blume Capital Management
California
$6K
Citigroup
134
Citigroup
New York
$5K +$78 +6 +2%
RFA
135
Reilly Financial Advisors
California
$4K +$4.09K +315 New
FMP
136
Financial Management Professionals
Texas
$3K
S
137
SignatureFD
Georgia
$3K +$39 +3 +2%
GEA
138
Glen Eagle Advisors
New Jersey
$2.46K
PO
139
Private Ocean
California
$2K
PA
140
Parallel Advisors
California
$2K +$1.79K +138 New
CWM
141
Cedar Wealth Management
California
$2K +$2.07K +159 New
ASN
142
Advisory Services Network
Georgia
$1K
SHJ
143
Sharkey, Howes & Javer
Colorado
$1K
FRA
144
Front Row Advisors
California
$73 +$1.95K +150 +3%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
-$2.88M -231,033 Closed
CM
146
Cornerstone Management
Georgia
-$1.08M -86,382 Closed
Citadel Advisors
147
Citadel Advisors
Florida
-$1.05M -84,423 Closed
VF
148
Virtu Financial
New York
-$285K -22,866 Closed
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
-$237K -19,035 Closed
CCA
150
Clearwater Capital Advisors
Illinois
-$207K -16,668 Closed