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Schwab Fundamental US Large Company Index ETF

173 hedge funds and large institutions have $4.29B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

50% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 44

9% more capital invested

Capital invested by funds: $3.93B → $4.29B (+$361M)

4% more funds holding

Funds holding: 167173 (+6)

2.04% more ownership

Funds ownership: 251%253.04% (+2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.76%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.3%
New
29
Increased
66
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Advisor Group
Arizona
$88K +$64.6K +5,040 +283%
FRA
127
Front Row Advisors
California
$83K +$4.04K +315 +5%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$77K
SFSIG
129
San Francisco Sentry Investment Group
California
$67K
SIAS
130
Shine Investment Advisory Services
Colorado
$63K
AOWM
131
Alpha Omega Wealth Management
Virginia
$59K +$26.8K +2,094 +86%
PO
132
Private Ocean
California
$58K -$91.9K -7,176 -62%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$54K +$52.8K +4,122 New
BWM
134
Baystate Wealth Management
Massachusetts
$52K
BlackRock
135
BlackRock
New York
$51K +$11.1K +870 +29%
APA
136
American Portfolios Advisors
New York
$50.9K +$50K +3,903 New
US Bancorp
137
US Bancorp
Minnesota
$50K -$7.42K -579 -13%
TFA
138
Transamerica Financial Advisors
Florida
$45K +$43.4K +3,390 New
ACA
139
Atlas Capital Advisors
Wyoming
$44.1K +$43.4K +3,384 New
ADL
140
Asset Dedication LLC
California
$43K
ME
141
McIlrath & Eck
Washington
$41K
William Blair & Company
142
William Blair & Company
Illinois
$38K -$356K -27,822 -90%
JPLA
143
Joseph P. Lucia & Associates
New York
$35K -$213K -16,653 -86%
JP Morgan Chase
144
JP Morgan Chase
New York
$31K +$7.92K +618 +35%
BFC
145
Bedel Financial Consulting
Indiana
$27K
Citigroup
146
Citigroup
New York
$24K
MA
147
MUFG Americas
New York
$21K
VCM
148
Vigilant Capital Management
Maine
$17K -$12.8K -999 -43%
SPIA
149
Steward Partners Investment Advisory
New York
$16K +$16K +1,251 New
TIM
150
Tortoise Investment Management
New York
$13K