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Schwab Fundamental US Large Company Index ETF

32 hedge funds and large institutions have $44M invested in Schwab Fundamental US Large Company Index ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 3 closing their positions.

Holders
32
Holders Change
+15
Holders Change %
+88.24%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
8
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.28M 274,933 +183,510 +201%
SWM
2
Strategic Wealth Management
Washington
$7.52M 249,805 +249,805 New
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$5.73M 190,380 +190,380 New
SWA
4
SFMG Wealth Advisors
Texas
$2.88M 95,650
GAM
5
Gemmer Asset Management
California
$2.76M 91,586 +15,782 +21%
WA
6
WESPAC Advisors
California
$2.75M 91,386 +3,602 +4%
PHS
7
Pekin Hardy Strauss
Illinois
$2.75M 91,386 +91,386 New
IC
8
InterOcean Capital
Illinois
$2.05M 67,985 +67,985 New
FC
9
Financial Consulate
Maryland
$1.96M 65,047 +65,047 New
USAA
10
United Services Automobile Association
Texas
$1.39M 46,200 +46,200 New
Citadel Advisors
11
Citadel Advisors
Florida
$1.23M 40,932 +40,932 New
Jane Street
12
Jane Street
New York
$813K 27,010 -43,405 -62%
SGAM
13
Steinberg Global Asset Management
Florida
$570K 18,934 +18,934 New
Mariner
14
Mariner
Kansas
$506K 16,795 +16,795 New
WPIC
15
White Pine Investment Company
Michigan
$494K 16,400 +16,400 New
FANJ
16
Financial Architects (New Jersey)
New Jersey
$434K 14,401 +13,020 +943%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$434K 14,412 +14,412 New
Bank of America
18
Bank of America
North Carolina
$346K 11,483 +11,483 New
MIH
19
Madison Investment Holdings
Wisconsin
$252K 8,378 +8,378 New
WTB
20
Washington Trust Bank
Washington
$244K 8,110
CWM
21
Cabot Wealth Management
Massachusetts
$240K 7,977 +7,977 New
FBT
22
Founders Bank & Trust
Michigan
$164K 5,456
US Bancorp
23
US Bancorp
Minnesota
$90K 3,000
OAJ
24
Ogorek Anthony Joseph
New York
$49K 1,630 +1,630 New
MWP
25
MYCIO Wealth Partners
Pennsylvania
$12K 400 +200 +100%