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Schwab Fundamental US Large Company Index ETF

57 hedge funds and large institutions have $897M invested in Schwab Fundamental US Large Company Index ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
10
Increased
27
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$752M 24,822,395 +4,315,390 +21%
ZCA
2
Zeke Capital Advisors
Pennsylvania
$24M 790,259 +790,259 New
CCA
3
Cobblestone Capital Advisors
New York
$20.5M 677,096 +24,828 +4%
USAA
4
United Services Automobile Association
Texas
$14.5M 477,000 +28,600 +6%
TAT
5
TD Ameritrade Trust
Colorado
$13.7M 451,395 +84,285 +23%
UCFA
6
United Capital Financial Advisors
Texas
$10.3M 343,785 -3,937 -1%
RC
7
RegentAtlantic Capital
New Jersey
$6.63M 218,780 +23,443 +12%
CWM
8
Cabot Wealth Management
Massachusetts
$5.31M 175,097 +7,026 +4%
Ameriprise
9
Ameriprise
Minnesota
$4.83M 159,369 +12,908 +9%
GAM
10
Gemmer Asset Management
California
$4.69M 154,576 +8,148 +6%
Jane Street
11
Jane Street
New York
$4.65M 153,541 +54,532 +55%
FANJ
12
Financial Architects (New Jersey)
New Jersey
$3.64M 120,037 +2,159 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.48M 114,954 +114,954 New
WCF
14
West Coast Financial
California
$3.26M 107,455 +107,455 New
KLI
15
Kelman-Lazarov Inc
Tennessee
$3.2M 105,363 +5,677 +6%
CFA
16
Carroll Financial Associates
North Carolina
$2.5M 82,470 +25,441 +45%
Goldman Sachs
17
Goldman Sachs
New York
$2.35M 77,560 +1,996 +3%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.95M 64,227 -10,565 -14%
MIH
19
Madison Investment Holdings
Wisconsin
$1.79M 59,165 +23,667 +67%
IC
20
InterOcean Capital
Illinois
$1.76M 57,963
VNA
21
Valley National Advisers
Pennsylvania
$1.54M 50,668 +1,519 +3%
NDSI
22
Newman Dignan & Sheerar Inc
Rhode Island
$1.25M 41,261 +2,186 +6%
TRCT
23
Tower Research Capital (TRC)
New York
$1.2M 39,488 +33,273 +535%
SGAM
24
Steinberg Global Asset Management
Florida
$1.06M 34,880 +3,547 +11%
FC
25
Financial Consulate
Maryland
$1.04M 34,265 -833 -2%