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Schwab Fundamental US Large Company Index ETF

51 hedge funds and large institutions have $706M invested in Schwab Fundamental US Large Company Index ETF in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
23
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$605M 20,507,005 +2,434,240 +13%
CCA
2
Cobblestone Capital Advisors
New York
$19.2M 652,268 +162,856 +33%
USAA
3
United Services Automobile Association
Texas
$13.2M 448,400
TAT
4
TD Ameritrade Trust
Colorado
$10.8M 367,110 +256,156 +231%
UCFA
5
United Capital Financial Advisors
Texas
$10.3M 347,722 -1,691 -0.5%
RC
6
RegentAtlantic Capital
New Jersey
$5.76M 195,337 +83,473 +75%
CWM
7
Cabot Wealth Management
Massachusetts
$4.96M 168,071 +76,130 +83%
GAM
8
Gemmer Asset Management
California
$4.32M 146,428 -4,351 -3%
Ameriprise
9
Ameriprise
Minnesota
$4.28M 146,461 +40,302 +38%
FANJ
10
Financial Architects (New Jersey)
New Jersey
$3.48M 117,878 -827 -0.7%
KLI
11
Kelman-Lazarov Inc
Tennessee
$2.95M 99,686 +99,686 New
Jane Street
12
Jane Street
New York
$2.92M 99,009 +62,509 +171%
Goldman Sachs
13
Goldman Sachs
New York
$2.23M 75,564 -10 -0%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$2.21M 74,792 -50,097 -40%
IC
15
InterOcean Capital
Illinois
$1.71M 57,963 -2,220 -4%
CFA
16
Carroll Financial Associates
North Carolina
$1.68M 57,029 +10,522 +23%
VNA
17
Valley National Advisers
Pennsylvania
$1.45M 49,149 +6,625 +16%
NDSI
18
Newman Dignan & Sheerar Inc
Rhode Island
$1.15M 39,075 +1,617 +4%
MIH
19
Madison Investment Holdings
Wisconsin
$1.05M 35,498 +35,498 New
FC
20
Financial Consulate
Maryland
$1.04M 35,098 -2,231 -6%
SGAM
21
Steinberg Global Asset Management
Florida
$924K 31,333 +1,150 +4%
WPIC
22
White Pine Investment Company
Michigan
$837K 28,376 +5,534 +24%
Bank of America
23
Bank of America
North Carolina
$566K 19,205 +864 +5%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$499K 16,908 +1,412 +9%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$411K 13,941 +13,941 New