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Schwab Fundamental US Large Company Index ETF

160 hedge funds and large institutions have $3.32B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
3.57%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.4%
New
39
Increased
62
Reduced
34
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
126
Advisor Group
Arizona
$30K +$18.9K +1,719 +171%
RFC
127
Regions Financial Corp
Alabama
$26K
PA
128
Parallel Advisors
California
$25K +$23.5K +2,118 +1,535%
MA
129
MUFG Americas
New York
$25K +$25K +2,187 New
BFC
130
Bedel Financial Consulting
Indiana
$24K
IA
131
IFP Advisors
Florida
$22K -$332K -30,219 -94%
Citigroup
132
Citigroup
New York
$21K +$17K +1,500 +431%
JPMorgan Chase & Co
133
JPMorgan Chase & Co
New York
$20K -$114K -10,083 -85%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$17K +$17K +1,527 New
Fidelity Investments
135
Fidelity Investments
Massachusetts
$16K +$16K +1,458 +48,600%
ACA
136
Ackerman Capital Advisors
Texas
$13.8K +$13.8K +1,217,196 New
TIM
137
Tortoise Investment Management
New York
$11K
BWM
138
BerganKDV Wealth Management
Minnesota
$10K
FHB
139
First Hawaiian Bank
Hawaii
$10K
SBL
140
Sargent Bickham Lagudis
Colorado
$10K
CWM
141
Cedar Wealth Management
California
$10K +$8.19K +720 +453%
KC
142
Knuff & Co
California
$10K +$10K +903 New
BBPWM
143
Blue Bell Private Wealth Management
Pennsylvania
$8K -$10.3K -900 -56%
WAM
144
Wealthspire Advisors (Maryland)
Maryland
$8K
Deutsche Bank
145
Deutsche Bank
Germany
$6K +$6K +600 New
PMFA
146
Plante Moran Financial Advisors
Michigan
$5K -$55.7K -4,749 -92%
BCM
147
Blume Capital Management
California
$5K
1NWS
148
1 North Wealth Services
Maryland
$5K +$5K +420 New
FMP
149
Financial Management Professionals
Texas
$3K
S
150
SignatureFD
Georgia
$3K +$690 +60 +30%