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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 %
RDWM
176
Red Door Wealth Management
Tennessee
$42K +$42K +217,590 New
CFFP
177
Center for Financial Planning
Michigan
$40K +$40K +2,778 New
JPLA
178
Joseph P. Lucia & Associates
New York
$38K
BFC
179
Bedel Financial Consulting
Indiana
$30K
JWBC
180
John W. Brooker & Co
California
$30K +$30K +2,118 New
Deutsche Bank
181
Deutsche Bank
Germany
$28K +$16.9K +1,224 +151%
AC
182
AlphaCore Capital
California
$28K +$28K +1,965 New
ADL
183
Asset Dedication LLC
California
$27K
JPMorgan Chase & Co
184
JPMorgan Chase & Co
New York
$26K -$8.7K -600 -25%
Citigroup
185
Citigroup
New York
$26K
IA
186
IFP Advisors
Florida
$24K
MA
187
MUFG Americas
New York
$23K
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$23K +$23K +1,614 New
CAGAS
189
Capital Advisory Group Advisory Services
Minnesota
$20K +$20K +1,383 New
MWP
190
MYCIO Wealth Partners
Pennsylvania
$19K +$19K +1,326 New
SPIA
191
Steward Partners Investment Advisory
New York
$17K
ASN
192
Advisory Services Network
Georgia
$17K +$15.5K +1,113 +1,031%
CL
193
Cabana LLC
Arkansas
$17K +$17K +1,200 New
TIM
194
Tortoise Investment Management
New York
$14K
MA
195
MCF Advisors
Kentucky
$13K
KC
196
Knuff & Co
California
$13K
EWM
197
EPG Wealth Management
Georgia
$13K +$13K +933 New
OPS
198
Orion Portfolio Solutions
Nebraska
$12K +$12K +861 New
CAL
199
Capital Advisors Ltd
Ohio
$11K +$11K +765 New
GI
200
Gradient Investments
Minnesota
$9K