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Schwab Fundamental US Large Company Index ETF

42 hedge funds and large institutions have $367M invested in Schwab Fundamental US Large Company Index ETF in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
18
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$318M 10,677,678 +7,881,425 +282%
CCA
2
Cobblestone Capital Advisors
New York
$13.6M 458,801 +130,197 +40%
GAM
3
Gemmer Asset Management
California
$3.82M 128,386 +13,117 +11%
FANJ
4
Financial Architects (New Jersey)
New Jersey
$3.72M 125,040 +35,428 +40%
USAA
5
United Services Automobile Association
Texas
$3.25M 109,500 +63,300 +137%
SWA
6
SFMG Wealth Advisors
Texas
$2.85M 95,650 -478,250 -83%
IC
7
InterOcean Capital
Illinois
$2.34M 78,473
WA
8
WESPAC Advisors
California
$2.28M 76,475 -10,859 -12%
Goldman Sachs
9
Goldman Sachs
New York
$2.25M 75,564
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$2.13M 71,662 +57,030 +390%
CWM
11
Cabot Wealth Management
Massachusetts
$2.09M 70,083 +22,760 +48%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.32M 44,516 -36,395 -45%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.1M 37,047 -5,210 -12%
NDSI
14
Newman Dignan & Sheerar Inc
Rhode Island
$1.07M 35,933 +752 +2%
VNA
15
Valley National Advisers
Pennsylvania
$1.05M 35,174 +1,927 +6%
FC
16
Financial Consulate
Maryland
$847K 28,455 +28,455 New
SGAM
17
Steinberg Global Asset Management
Florida
$740K 24,884 +780 +3%
MIH
18
Madison Investment Holdings
Wisconsin
$681K 22,888 +2,172 +10%
WPIC
19
White Pine Investment Company
Michigan
$629K 21,147 +1,617 +8%
Citadel Advisors
20
Citadel Advisors
Florida
$614K 20,690 +20,690 New
Bank of America
21
Bank of America
North Carolina
$538K 18,078 +6,595 +57%
Mariner
22
Mariner
Kansas
$516K 17,355
SG Americas Securities
23
SG Americas Securities
New York
$259K 8,700 +8,700 New
SHJ
24
Sharkey, Howes & Javer
Colorado
$257K 8,624 +313 +4%
BW
25
Bison Wealth
Georgia
$250K 8,393 +699 +9%