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Schwab Fundamental US Large Company Index ETF

77 hedge funds and large institutions have $1.8B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

28% more capital invested

Capital invested by funds: $1.41B → $1.8B (+$391M)

5% more funds holding

Funds holding: 7377 (+4)

0.94% more ownership

Funds ownership: 230.49%231.42% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.92%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
10
Increased
37
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.55B +$323M +28,963,254 +27%
ZCA
2
Zeke Capital Advisors
Pennsylvania
$27.9M -$6.76M -606,096 -20%
OFG
3
Oxford Financial Group
Indiana
$26.2M +$3.21M +287,559 +14%
USAA
4
United Services Automobile Association
Texas
$21.2M
CCA
5
Cobblestone Capital Advisors
New York
$20.8M -$1.83M -164,283 -8%
Jane Street
6
Jane Street
New York
$14.6M +$13.6M +1,219,230 +1,663%
ML
7
McAdam LLC
Pennsylvania
$14.5M +$137K +12,249 +1%
UCFA
8
United Capital Financial Advisors
Texas
$12.2M +$223K +20,028 +2%
PWS
9
Paragon Wealth Strategies
Florida
$9.95M +$132K +11,871 +1%
RC
10
RegentAtlantic Capital
New Jersey
$9.91M +$820K +73,569 +9%
TAT
11
TD Ameritrade Trust
Colorado
$9.77M +$2.89M +259,377 +43%
AssetMark Inc
12
AssetMark Inc
California
$7.91M +$1.42M +127,344 +22%
OA
13
Opes Advisors
California
$6.07M -$654K -58,680 -10%
CFA
14
Carroll Financial Associates
North Carolina
$5.94M +$1.4M +125,172 +31%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.75M -$919K -82,479 -14%
Ameriprise
16
Ameriprise
Minnesota
$5.71M +$115K +10,353 +2%
KLI
17
Kelman-Lazarov Inc
Tennessee
$5.45M +$391K +35,082 +8%
GAM
18
Gemmer Asset Management
California
$5.23M +$335K +30,033 +7%
FANJ
19
Financial Architects (New Jersey)
New Jersey
$4.92M +$337K +30,243 +7%
CWM
20
Cabot Wealth Management
Massachusetts
$3.56M +$490K +43,926 +16%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.32M +$3.28M +294,573 New
MIH
22
Madison Investment Holdings
Wisconsin
$2.77M +$286K +25,668 +12%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.72M +$473K +42,432 +21%
UBS Group
24
UBS Group
Switzerland
$2.69M +$690K +61,908 +35%
FC
25
Financial Consulate
Maryland
$1.86M +$219K +19,653 +13%