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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.

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 Market Value Shares Shares
Change
Shares
Change %
KCPG
126
Kavar Capital Partners Group
Kansas
$207K 5,225
NCM
127
Next Capital Management
New York
$206K 5,203
S
128
SignatureFD
Georgia
$190K 4,802 +4,785 +28,147%
GWM
129
Geneos Wealth Management
Colorado
$105K 2,674
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$99K 2,494 +11 +0.4%
HCA
131
Horan Capital Advisors
Ohio
$98K 2,475 +2,475 New
AG
132
Advisor Group
Arizona
$94K 2,402 +128 +6%
BlackRock
133
BlackRock
New York
$86K 2,169 +877 +68%
ACA
134
Aptus Capital Advisors
Alabama
$85K 2,153 +2,153 New
FRA
135
Front Row Advisors
California
$83K 2,101
US Bancorp
136
US Bancorp
Minnesota
$83K 2,108 +819 +64%
DP
137
Denver PWM
Colorado
$80.2K 2,036 +2,036 New
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$77K 1,401
LFG
139
LifePlan Financial Group
Ohio
$71K 1,805 +1,805 New
SFSIG
140
San Francisco Sentry Investment Group
California
$68K 1,711
SIAS
141
Shine Investment Advisory Services
Colorado
$64K 1,617
PO
142
Private Ocean
California
$59K 1,483
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$54K 1,374
BWM
144
Baystate Wealth Management
Massachusetts
$52K 1,322
TAIM
145
TD Ameritrade Investment Management
Nebraska
$52K 1,327 +1,327 New
ACA
146
Atlas Capital Advisors
Wyoming
$44.3K 1,119 -9 -0.8%
ME
147
McIlrath & Eck
Washington
$43K 1,087
William Blair & Company
148
William Blair & Company
Illinois
$43K 1,080 +101 +10%
HR
149
Howe & Rusling
New York
$36K 905 +905 New
JPLA
150
Joseph P. Lucia & Associates
New York
$35K 891