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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
JP Morgan Chase
151
JP Morgan Chase
New York
$32K
BFC
152
Bedel Financial Consulting
Indiana
$28K
ADL
153
Asset Dedication LLC
California
$25K -$17.9K -1,374 -42%
Citigroup
154
Citigroup
New York
$24K
IA
155
IFP Advisors
Florida
$22K +$21.9K +1,680 New
MA
156
MUFG Americas
New York
$21K
SPIA
157
Steward Partners Investment Advisory
New York
$16K
TIM
158
Tortoise Investment Management
New York
$13K
KC
159
Knuff & Co
California
$12K
MA
160
MCF Advisors
Kentucky
$12K
Deutsche Bank
161
Deutsche Bank
Germany
$10K +$10.6K +810 New
HPC
162
HM Payson & Co
Maine
$8K
GI
163
Gradient Investments
Minnesota
$8K +$7.94K +609 New
1NWS
164
1 North Wealth Services
Maryland
$6K +$5.48K +420 New
BCM
165
Blume Capital Management
California
$5K
JWA
166
JFS Wealth Advisors
Pennsylvania
$5K +$4.5K +345 New
APA
167
American Portfolios Advisors
New York
$4.19K -$46.7K -3,585 -92%
FMP
168
Financial Management Professionals
Texas
$3K
GEA
169
Glen Eagle Advisors
New Jersey
$2.45K
BAMG
170
Brand Asset Management Group
Missouri
$2K
IBOK
171
Independence Bank of Kentucky
Kentucky
$2K
TFGT
172
TS Financial Group (TSFG)
Illinois
$2K
ASN
173
Advisory Services Network
Georgia
$1K
AF
174
Allworth Financial
California
$1K
TWA
175
TCI Wealth Advisors
Arizona
$1K