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Schwab Fundamental US Large Company Index ETF

73 hedge funds and large institutions have $1.41B invested in Schwab Fundamental US Large Company Index ETF in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.83%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
18
Increased
30
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.18B 36,231,683 +6,158,614 +20%
ZCA
2
Zeke Capital Advisors
Pennsylvania
$33.5M 1,026,494 +8,684 +0.9%
OFG
3
Oxford Financial Group
Indiana
$22.1M 678,696 +678,696 New
CCA
4
Cobblestone Capital Advisors
New York
$21.9M 670,010 +20,081 +3%
USAA
5
United Services Automobile Association
Texas
$20.4M 626,000
ML
6
McAdam LLC
Pennsylvania
$13.9M 425,941 +425,941 New
UCFA
7
United Capital Financial Advisors
Texas
$11.6M 355,624 +5,943 +2%
PWS
8
Paragon Wealth Strategies
Florida
$9.48M 290,463 +290,463 New
RC
9
RegentAtlantic Capital
New Jersey
$8.77M 268,652 +21,400 +9%
TAT
10
TD Ameritrade Trust
Colorado
$6.62M 202,733 -329,783 -62%
OA
11
Opes Advisors
California
$6.5M 199,222 +199,222 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.45M 197,522 +48,059 +32%
AssetMark Inc
13
AssetMark Inc
California
$6.25M 191,675 +13,053 +7%
Ameriprise
14
Ameriprise
Minnesota
$5.37M 165,240 +915 +0.6%
KLI
15
Kelman-Lazarov Inc
Tennessee
$4.88M 149,689 +6,485 +5%
GAM
16
Gemmer Asset Management
California
$4.73M 144,901 -6,509 -4%
FANJ
17
Financial Architects (New Jersey)
New Jersey
$4.42M 135,440 +16,973 +14%
CFA
18
Carroll Financial Associates
North Carolina
$4.38M 134,199 +18,431 +16%
TA
19
Tiedemann Advisors
New York
$3.58M 109,834 +109,834 New
CWM
20
Cabot Wealth Management
Massachusetts
$2.96M 90,645 +13,638 +18%
MIH
21
Madison Investment Holdings
Wisconsin
$2.4M 73,570 +15,009 +26%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$2.17M 66,409 +20,781 +46%
UBS Group
23
UBS Group
Switzerland
$1.92M 58,908 +29,983 +104%
VNA
24
Valley National Advisers
Pennsylvania
$1.69M 51,870 +2,108 +4%
IC
25
InterOcean Capital
Illinois
$1.63M 49,863 -8,100 -14%