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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.

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 Market Value Shares Shares
Change
Shares
Change %
William Blair & Company
126
William Blair & Company
Illinois
$15K 390 -82 -17%
TIM
127
Tortoise Investment Management
New York
$13K 334
AG
128
Advisor Group
Arizona
$13K 335 +252 +304%
SBL
129
Sargent Bickham Lagudis
Colorado
$12K 290
FHB
130
First Hawaiian Bank
Hawaii
$12K 296 +296 New
BWM
131
BerganKDV Wealth Management
Minnesota
$11K 288
WAM
132
Wealthspire Advisors (Maryland)
Maryland
$9K 225 -2,674 -92%
BCM
133
Blume Capital Management
California
$6K 151
Citigroup
134
Citigroup
New York
$5K 116 +2 +2%
RFA
135
Reilly Financial Advisors
California
$4K 105 +105 New
FMP
136
Financial Management Professionals
Texas
$3K 87
S
137
SignatureFD
Georgia
$3K 67 +1 +2%
GEA
138
Glen Eagle Advisors
New Jersey
$2.46K 62
PO
139
Private Ocean
California
$2K 55
PA
140
Parallel Advisors
California
$2K 46 +46 New
CWM
141
Cedar Wealth Management
California
$2K 53 +53 New
SHJ
142
Sharkey, Howes & Javer
Colorado
$1K 25
ASN
143
Advisory Services Network
Georgia
$1K 36
FRA
144
Front Row Advisors
California
$73 1,996 +50 +3%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
-77,011 Closed
CM
146
Cornerstone Management
Georgia
-28,794 Closed
Citadel Advisors
147
Citadel Advisors
Florida
-28,141 Closed
VF
148
Virtu Financial
New York
-7,622 Closed
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
-6,345 Closed
CCA
150
Clearwater Capital Advisors
Illinois
-5,556 Closed