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Schwab Fundamental US Large Company Index ETF

180 hedge funds and large institutions have $4.56B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

6% more capital invested

Capital invested by funds: $4.29B → $4.56B (+$266M)

4% more funds holding

Funds holding: 173180 (+7)

0.96% less ownership

Funds ownership: 253.04%252.08% (-0.96%)

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
3.95%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
24
Increased
65
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
126
Kavar Capital Partners Group
Kansas
$207K
NCM
127
Next Capital Management
New York
$206K
S
128
SignatureFD
Georgia
$190K +$187K +14,355 +28,147%
GWM
129
Geneos Wealth Management
Colorado
$105K
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$99K +$430 +33 +0.4%
HCA
131
Horan Capital Advisors
Ohio
$98K +$96.8K +7,425 New
AG
132
Advisor Group
Arizona
$94K +$5.01K +384 +6%
BlackRock
133
BlackRock
New York
$86K +$34.3K +2,631 +68%
ACA
134
Aptus Capital Advisors
Alabama
$85K +$84.2K +6,459 New
FRA
135
Front Row Advisors
California
$83K
US Bancorp
136
US Bancorp
Minnesota
$83K +$32K +2,457 +64%
DP
137
Denver PWM
Colorado
$80.2K +$79.6K +6,108 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$77K
LFG
139
LifePlan Financial Group
Ohio
$71K +$70.6K +5,415 New
SFSIG
140
San Francisco Sentry Investment Group
California
$68K
SIAS
141
Shine Investment Advisory Services
Colorado
$64K
PO
142
Private Ocean
California
$59K
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$54K
BWM
144
Baystate Wealth Management
Massachusetts
$52K
TAIM
145
TD Ameritrade Investment Management
Nebraska
$52K +$51.9K +3,981 New
ACA
146
Atlas Capital Advisors
Wyoming
$44.3K -$352 -27 -0.8%
ME
147
McIlrath & Eck
Washington
$43K
William Blair & Company
148
William Blair & Company
Illinois
$43K +$3.95K +303 +10%
HR
149
Howe & Rusling
New York
$36K +$35.4K +2,715 New
JPLA
150
Joseph P. Lucia & Associates
New York
$35K