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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.

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 Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.55B 45,886,101 +9,654,418 +27%
ZCA
2
Zeke Capital Advisors
Pennsylvania
$27.9M 824,462 -202,032 -20%
OFG
3
Oxford Financial Group
Indiana
$26.2M 774,549 +95,853 +14%
USAA
4
United Services Automobile Association
Texas
$21.2M 626,000
CCA
5
Cobblestone Capital Advisors
New York
$20.8M 615,249 -54,761 -8%
Jane Street
6
Jane Street
New York
$14.6M 430,844 +406,410 +1,663%
ML
7
McAdam LLC
Pennsylvania
$14.5M 430,024 +4,083 +1%
UCFA
8
United Capital Financial Advisors
Texas
$12.2M 362,300 +6,676 +2%
PWS
9
Paragon Wealth Strategies
Florida
$9.95M 294,420 +3,957 +1%
RC
10
RegentAtlantic Capital
New Jersey
$9.91M 293,175 +24,523 +9%
TAT
11
TD Ameritrade Trust
Colorado
$9.77M 289,192 +86,459 +43%
AssetMark Inc
12
AssetMark Inc
California
$7.91M 234,123 +42,448 +22%
OA
13
Opes Advisors
California
$6.07M 179,662 -19,560 -10%
CFA
14
Carroll Financial Associates
North Carolina
$5.94M 175,923 +41,724 +31%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.75M 170,029 -27,493 -14%
Ameriprise
16
Ameriprise
Minnesota
$5.71M 168,691 +3,451 +2%
KLI
17
Kelman-Lazarov Inc
Tennessee
$5.45M 161,383 +11,694 +8%
GAM
18
Gemmer Asset Management
California
$5.23M 154,912 +10,011 +7%
FANJ
19
Financial Architects (New Jersey)
New Jersey
$4.92M 145,521 +10,081 +7%
CWM
20
Cabot Wealth Management
Massachusetts
$3.56M 105,287 +14,642 +16%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.32M 98,191 +98,191 New
MIH
22
Madison Investment Holdings
Wisconsin
$2.78M 82,126 +8,556 +12%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.72M 80,553 +14,144 +21%
UBS Group
24
UBS Group
Switzerland
$2.69M 79,544 +20,636 +35%
FC
25
Financial Consulate
Maryland
$1.86M 55,156 +6,551 +13%