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Schwab Fundamental US Large Company Index ETF

167 hedge funds and large institutions have $3.93B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+7
Holders Change %
+4.38%
% of All Funds
3.62%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.33%
New
27
Increased
68
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Deutsche Bank
151
Deutsche Bank
Germany
$7K
BCM
152
Blume Capital Management
California
$6K
1NWS
153
1 North Wealth Services
Maryland
$5K
WT
154
Whittier Trust
California
$4K +$4K +351 New
S
155
SignatureFD
Georgia
$3K
FMP
156
Financial Management Professionals
Texas
$3K
GEA
157
Glen Eagle Advisors
New Jersey
$2.35K
TFGT
158
TS Financial Group (TSFG)
Illinois
$2K +$2K +135 New
IBOK
159
Independence Bank of Kentucky
Kentucky
$2K +$2K +156 New
TWA
160
TCI Wealth Advisors
Arizona
$1K
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$1K
ASN
162
Advisory Services Network
Georgia
$1K
AF
163
Allworth Financial
California
$1K
LHC
164
Little House Capital
Massachusetts
$1K +$1K +120 New
GT
165
Glenmede Trust
Pennsylvania
$270 +$270 +21,405 New
JPLA
166
Joseph P. Lucia & Associates
New York
$166 +$166 +19,326 New
AWM
167
Alterna Wealth Management
Texas
-$27.8M -2,466,774 Closed
EFS
168
Econ Financial Services
Pennsylvania
-$3.06M -269,766 Closed
FWM
169
Frontier Wealth Management
Missouri
-$1.93M -170,175 Closed
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
-$656K -57,924 Closed
NFG
171
Next Financial Group
Texas
-$534K -47,160 Closed
JIC
172
Johnson Investment Counsel
Ohio
-$475K -42,069 Closed
TSS
173
Two Sigma Securities
New York
-$463K -40,899 Closed
BCM
174
Breiter Capital Management
Florida
-$226K -19,956 Closed
GC
175
Garde Capital
Washington
-$217K -19,140 Closed