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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
KC
151
Knuff & Co
California
$12K
MA
152
MCF Advisors
Kentucky
$12K +$11.9K +927 New
ACA
153
Ackerman Capital Advisors
Texas
$11.4K -$4.7M -366,897 -30%
BWM
154
BerganKDV Wealth Management
Minnesota
$11K
RIA
155
Realta Investment Advisors
Delaware
$10K +$9.3K +726 New
HPC
156
HM Payson & Co
Maine
$8K +$7.69K +600 New
BCM
157
Blume Capital Management
California
$6K
SWP
158
Strategic Wealth Partners
Ohio
$5K +$5.15K +402 New
FMP
159
Financial Management Professionals
Texas
$3K
GEA
160
Glen Eagle Advisors
New Jersey
$2.42K
DWM
161
Destination Wealth Management
California
$2K -$42.8K -3,342 -95%
IBOK
162
Independence Bank of Kentucky
Kentucky
$2K
TFGT
163
TS Financial Group (TSFG)
Illinois
$2K
BAMG
164
Brand Asset Management Group
Missouri
$2K +$1.5K +117 New
SIM
165
Sonora Investment Management
Arizona
$2K +$1.65K +129 New
S
166
SignatureFD
Georgia
$1K -$2.69K -210 -80%
ASN
167
Advisory Services Network
Georgia
$1K
AF
168
Allworth Financial
California
$1K
TWA
169
TCI Wealth Advisors
Arizona
$1K
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$1K
TL
171
TrueWealth LLC
Georgia
$1K +$846 +66 New
NDSI
172
Newman Dignan & Sheerar Inc
Rhode Island
$237 -$15.3K -1,197 -6%
GT
173
Glenmede Trust
Pennsylvania
$116 -$160K -12,462 -58%
ZCA
174
Zeke Capital Advisors
Pennsylvania
-$13.3M -1,049,721 Closed
Citadel Advisors
175
Citadel Advisors
Florida
-$1.99M -157,377 Closed