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Schwab Fundamental US Large Company Index ETF

222 hedge funds and large institutions have $5.27B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+42
Holders Change %
+23.33%
% of All Funds
4.38%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.41%
New
63
Increased
61
Reduced
56
Closed
17
Calls
Puts
$255K
Net Calls
-$255K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Shares
Change %
GT
151
Glenmede Trust
Pennsylvania
$127K
GWM
152
Geneos Wealth Management
Colorado
$114K
BlackRock
153
BlackRock
New York
$110K +$17K +1,191 +18%
HCA
154
Horan Capital Advisors
Ohio
$106K
ACA
155
Aptus Capital Advisors
Alabama
$93K +$1.61K +114 +2%
AG
156
Advisor Group
Arizona
$92K -$9.09K -648 -9%
FRA
157
Front Row Advisors
California
$90K
US Bancorp
158
US Bancorp
Minnesota
$81K -$9.39K -657 -10%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$77K
SFSIG
160
San Francisco Sentry Investment Group
California
$73K
SIAS
161
Shine Investment Advisory Services
Colorado
$69K -$128 -9 -0.2%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$65K +$65K +4,593 New
PO
163
Private Ocean
California
$64K
RG
164
Retirement Group
California
$63K +$63K +4,413 New
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$59K
SSB
166
Sandy Spring Bank
Maryland
$59K +$59K +4,146 New
SMG
167
Spectrum Management Group
Indiana
$59K +$59K +4,164 New
BWM
168
Baystate Wealth Management
Massachusetts
$56K
BWM
169
BerganKDV Wealth Management
Minnesota
$53K +$53K +3,705 New
SQA
170
Simon Quick Advisors
New Jersey
$48K +$48K +3,345 New
ACA
171
Atlas Capital Advisors
Wyoming
$47.3K -$427 -30 -0.9%
William Blair & Company
172
William Blair & Company
Illinois
$44K -$1.87K -132 -4%
VCM
173
Vigilant Capital Management
Maine
$43K +$43K +3,000 New
HIA
174
Harbor Investment Advisory
Maryland
$43K +$43K +3,000 New
ME
175
McIlrath & Eck
Washington
$42K -$4.73K -330 -10%