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Schwab Fundamental US Large Company Index ETF

63 hedge funds and large institutions have $1.1B invested in Schwab Fundamental US Large Company Index ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
11
Increased
25
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$936M 30,073,069 +5,250,674 +21%
ZCA
2
Zeke Capital Advisors
Pennsylvania
$31.2M 1,017,810 +227,551 +29%
CCA
3
Cobblestone Capital Advisors
New York
$20.2M 649,929 -27,167 -4%
USAA
4
United Services Automobile Association
Texas
$19.5M 626,000 +149,000 +31%
TAT
5
TD Ameritrade Trust
Colorado
$16.6M 532,516 +81,121 +18%
UCFA
6
United Capital Financial Advisors
Texas
$10.9M 349,681 +5,896 +2%
RC
7
RegentAtlantic Capital
New Jersey
$7.69M 247,252 +28,472 +13%
AssetMark Inc
8
AssetMark Inc
California
$5.56M 178,622 +178,622 New
Ameriprise
9
Ameriprise
Minnesota
$5.11M 164,325 +4,956 +3%
Jane Street
10
Jane Street
New York
$4.88M 156,828 +3,287 +2%
GAM
11
Gemmer Asset Management
California
$4.71M 151,410 -3,166 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.65M 149,463 +34,509 +30%
KLI
13
Kelman-Lazarov Inc
Tennessee
$4.39M 143,204 +37,841 +36%
FANJ
14
Financial Architects (New Jersey)
New Jersey
$3.69M 118,467 -1,570 -1%
CFA
15
Carroll Financial Associates
North Carolina
$3.6M 115,768 +33,298 +40%
CWM
16
Cabot Wealth Management
Massachusetts
$2.4M 77,007 -98,090 -56%
WCF
17
West Coast Financial
California
$1.92M 61,689 -45,766 -43%
MIH
18
Madison Investment Holdings
Wisconsin
$1.82M 58,561 -604 -1%
IC
19
InterOcean Capital
Illinois
$1.8M 57,963
VNA
20
Valley National Advisers
Pennsylvania
$1.55M 49,762 -906 -2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.42M 45,628 -18,599 -29%
NDSI
22
Newman Dignan & Sheerar Inc
Rhode Island
$1.32M 42,269 +1,008 +2%
FC
23
Financial Consulate
Maryland
$1.1M 35,188 +923 +3%
WPIC
24
White Pine Investment Company
Michigan
$1.05M 33,738 +2,604 +8%
SGAM
25
Steinberg Global Asset Management
Florida
$1.02M 32,750 -2,130 -6%