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Schwab Fundamental US Large Company Index ETF

38 hedge funds and large institutions have $163M invested in Schwab Fundamental US Large Company Index ETF in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
12
Increased
15
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$83.9M 2,796,253 +2,796,253 New
SWA
2
SFMG Wealth Advisors
Texas
$17.2M 573,900 +478,250 +500%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$11.1M 368,403 +93,470 +34%
CCA
4
Cobblestone Capital Advisors
New York
$9.86M 328,604 +328,604 New
SWM
5
Strategic Wealth Management
Washington
$6.51M 216,959 -32,846 -13%
REMPR
6
Roof Eidam Maycock Peralta (REMP)
California
$5.31M 177,130 -13,250 -7%
GAM
7
Gemmer Asset Management
California
$3.46M 115,269 +23,683 +26%
FANJ
8
Financial Architects (New Jersey)
New Jersey
$2.69M 89,612 +75,211 +522%
WA
9
WESPAC Advisors
California
$2.62M 87,334 -4,052 -4%
Jane Street
10
Jane Street
New York
$2.48M 82,810 +55,800 +207%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.43M 80,911 +80,911 New
IC
12
InterOcean Capital
Illinois
$2.35M 78,473 +10,488 +15%
Goldman Sachs
13
Goldman Sachs
New York
$2.27M 75,564 +75,564 New
CWM
14
Cabot Wealth Management
Massachusetts
$1.42M 47,323 +39,346 +493%
USAA
15
United Services Automobile Association
Texas
$1.39M 46,200
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.27M 42,257 +42,257 New
NDSI
17
Newman Dignan & Sheerar Inc
Rhode Island
$1.06M 35,181 +2,036 +6%
VNA
18
Valley National Advisers
Pennsylvania
$997K 33,247 +33,247 New
SGAM
19
Steinberg Global Asset Management
Florida
$723K 24,104 +5,170 +27%
MIH
20
Madison Investment Holdings
Wisconsin
$621K 20,716 +12,338 +147%
WPIC
21
White Pine Investment Company
Michigan
$586K 19,530 +3,130 +19%
Mariner
22
Mariner
Kansas
$521K 17,355 +560 +3%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$439K 14,632 +220 +2%
Bank of America
24
Bank of America
North Carolina
$344K 11,483
SHJ
25
Sharkey, Howes & Javer
Colorado
$249K 8,311 +8,311 New