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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.

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 Market Value Shares Shares
Change
Shares
Change %
AG
126
Advisor Group
Arizona
$88K 2,274 +1,680 +283%
FRA
127
Front Row Advisors
California
$83K 2,101 +105 +5%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$77K 1,401
SFSIG
129
San Francisco Sentry Investment Group
California
$67K 1,711
SIAS
130
Shine Investment Advisory Services
Colorado
$63K 1,617
AOWM
131
Alpha Omega Wealth Management
Virginia
$59K 1,509 +698 +86%
PO
132
Private Ocean
California
$58K 1,483 -2,392 -62%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$54K 1,374 +1,374 New
BWM
134
Baystate Wealth Management
Massachusetts
$52K 1,322
BlackRock
135
BlackRock
New York
$51K 1,292 +290 +29%
APA
136
American Portfolios Advisors
New York
$50.9K 1,301 +1,301 New
US Bancorp
137
US Bancorp
Minnesota
$50K 1,289 -193 -13%
TFA
138
Transamerica Financial Advisors
Florida
$45K 1,130 +1,130 New
ACA
139
Atlas Capital Advisors
Wyoming
$44.1K 1,128 +1,128 New
ADL
140
Asset Dedication LLC
California
$43K 1,089
ME
141
McIlrath & Eck
Washington
$41K 1,087
William Blair & Company
142
William Blair & Company
Illinois
$38K 979 -9,274 -90%
JPLA
143
Joseph P. Lucia & Associates
New York
$35K 891 -5,551 -86%
JPMorgan Chase & Co
144
JPMorgan Chase & Co
New York
$31K 798 +206 +35%
BFC
145
Bedel Financial Consulting
Indiana
$27K 700
Citigroup
146
Citigroup
New York
$24K 616
MA
147
MUFG Americas
New York
$21K 529
VCM
148
Vigilant Capital Management
Maine
$17K 440 -333 -43%
SPIA
149
Steward Partners Investment Advisory
New York
$16K 417 +417 New
TIM
150
Tortoise Investment Management
New York
$13K 334