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Schwab Fundamental US Large Company Index ETF

1 hedge funds and large institutions have $2.61M invested in Schwab Fundamental US Large Company Index ETF in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,230% more capital invested

Capital invested by funds: $23K → $2.61M (+$2.58M)

16.41% more ownership

Funds ownership: 0.47%16.88% (+16%)

50% less funds holding

Funds holding: 21 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
1
Holders Change
-1
Holders Change %
-50%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1
SFMG Wealth Advisors
Texas
$2.61M +$2.5M +286,950 New
TWA
2
TCI Wealth Advisors
Arizona
-$18K -2,190 Closed
LTFS
3
Ladenburg Thalmann Financial Services
Florida
-$5K -600 Closed