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Schwab Fundamental US Large Company Index ETF

196 hedge funds and large institutions have $4.2B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-26
Holders Change %
-11.71%
% of All Funds
4.33%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.42%
New
26
Increased
68
Reduced
67
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
-$1.1M -77,124 Closed
Citadel Advisors
202
Citadel Advisors
Florida
-$1.07M -75,438 Closed
WCF
203
West Coast Financial
California
-$1.06M -74,430 Closed
FC
204
Financial Consulate
Maryland
-$686K -48,222 Closed
DAS
205
Dynamic Advisor Solutions
Arizona
-$681K -47,886 Closed
DFG
206
DWM Financial Group
Illinois
-$633K -44,469 Closed
OMC
207
Old Mission Capital
Illinois
-$596K -41,910 Closed
PCMC
208
Private Capital Management (Colorado)
Colorado
-$525K -39,819 Closed
SP
209
Successful Portfolios
Florida
-$558K -39,219 Closed
AI
210
Atria Investments
North Carolina
-$508K -35,712 Closed
MIAN
211
Mariner Independent Advisor Network
Kansas
-$506K -35,571 Closed
JLBC
212
J.L. Bainbridge & Co
Florida
-$391K -27,450 Closed
MCM
213
Maryland Capital Management
Maryland
-$375K -26,376 Closed
RJFSA
214
Raymond James Financial Services Advisors
Florida
-$294K -20,670 Closed
NDSI
215
Newman Dignan & Sheerar Inc
Rhode Island
-$263 -18,483 Closed
JPMPWA
216
J.P. Morgan Private Wealth Advisors
California
-$257K -18,030 Closed
CB
217
Commerce Bank
Missouri
-$243K -17,070 Closed
TF
218
Trek Financial
Arizona
-$239K -16,785 Closed
SFG
219
SNS Financial Group
Minnesota
-$215K -15,099 Closed
TSS
220
Two Sigma Securities
New York
-$213K -15,006 Closed
WWM
221
Windsor Wealth Management
Indiana
-$208K -14,616 Closed
APG
222
Abacus Planning Group
South Carolina
-$208K -14,607 Closed
LA
223
LVW Advisors
New York
-$203K -14,247 Closed
CIC
224
Carnegie Investment Counsel
Ohio
-$203K -14,235 Closed
CPIG
225
Chicago Partners Investment Group
Illinois
-$201K -13,911 Closed