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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
LWA
176
Lenox Wealth Advisors
New York
$1K +$626 +48 New
GSWM
177
Golden State Wealth Management
California
$1K +$743 +57 New
KFS
178
Kelly Financial Services
Massachusetts
$716 +$704 +54 New
GT
179
Glenmede Trust
Pennsylvania
$117
SWP
180
Strategic Wealth Partners
Ohio
$4 -$743 -57 -14%
USAA
181
United Services Automobile Association
Texas
-$22.9M -1,759,290 Closed
Goldman Sachs
182
Goldman Sachs
New York
-$2.66M -204,066 Closed
NEGWA
183
New England Guild Wealth Advisors
Connecticut
-$423K -32,463 Closed
BC
184
Burleson & Co
California
-$376K -28,839 Closed
PAG
185
Private Advisor Group
New Jersey
-$207K -15,855 Closed
WWM
186
Windsor Wealth Management
Indiana
-$203K -15,516 Closed
Lido Advisors
187
Lido Advisors
California
-$201K -15,432 Closed
AOWM
188
Alpha Omega Wealth Management
Virginia
-$59K -4,527 Closed
TFA
189
Transamerica Financial Advisors
Florida
-$45K -3,390 Closed
VCM
190
Vigilant Capital Management
Maine
-$17K -1,320 Closed
BWM
191
BerganKDV Wealth Management
Minnesota
-$11K -864 Closed
RIA
192
Realta Investment Advisors
Delaware
-$10K -726 Closed
DWM
193
Destination Wealth Management
California
-$2K -162 Closed
SIM
194
Sonora Investment Management
Arizona
-$2K -129 Closed
TL
195
TrueWealth LLC
Georgia
-$1K -66 Closed
WAP
196
Wealthcare Advisory Partners
Pennsylvania
-$1K -66 Closed
MAM
197
Meeder Asset Management
Ohio
+$78 +6 New