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Schwab Fundamental US Large Company Index ETF

82 hedge funds and large institutions have $2.17B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
2.05%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
13
Increased
36
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.88B 55,712,470 +9,826,369 +21%
OFG
2
Oxford Financial Group
Indiana
$30.5M 902,890 +128,341 +17%
ZCA
3
Zeke Capital Advisors
Pennsylvania
$27.8M 822,258 -2,204 -0.3%
CCA
4
Cobblestone Capital Advisors
New York
$22.9M 677,474 +62,225 +10%
USAA
5
United Services Automobile Association
Texas
$21.2M 626,000
TA
6
Tiedemann Advisors
New York
$18.2M 537,816 +537,816 New
ML
7
McAdam LLC
Pennsylvania
$16M 472,081 +42,057 +10%
UCFA
8
United Capital Financial Advisors
Texas
$12.4M 367,763 +5,463 +2%
ACA
9
Ackerman Capital Advisors
Texas
$11.9M 350,566 +350,566 New
TAT
10
TD Ameritrade Trust
Colorado
$11.1M 368,473 +79,281 +27%
RC
11
RegentAtlantic Capital
New Jersey
$10.3M 305,379 +12,204 +4%
AssetMark Inc
12
AssetMark Inc
California
$9.85M 291,348 +57,225 +24%
PWS
13
Paragon Wealth Strategies
Florida
$7.87M 232,792 -61,628 -21%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.69M 197,754 +27,725 +16%
CFA
15
Carroll Financial Associates
North Carolina
$6.64M 196,374 +20,451 +12%
Ameriprise
16
Ameriprise
Minnesota
$6.24M 184,362 +15,671 +9%
KLI
17
Kelman-Lazarov Inc
Tennessee
$6.06M 179,139 +17,756 +11%
OA
18
Opes Advisors
California
$5.93M 172,345 -7,317 -4%
GAM
19
Gemmer Asset Management
California
$5.3M 156,644 +1,732 +1%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$4.67M 138,174 -7,347 -5%
CWM
21
Cabot Wealth Management
Massachusetts
$4.2M 124,184 +18,897 +18%
UBS Group
22
UBS Group
Switzerland
$3.5M 103,584 +24,040 +30%
MIH
23
Madison Investment Holdings
Wisconsin
$3.37M 99,640 +17,514 +21%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$2.97M 87,863 +7,310 +9%
FC
25
Financial Consulate
Maryland
$2.13M 63,111 +7,955 +14%