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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.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 18

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

20% more capital invested

Capital invested by funds: $1.8B → $2.17B (+$367M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7.23% more ownership

Funds ownership: 231.42%238.66% (+7.2%)

6% more funds holding

Funds holding: 7782 (+5)

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
2.04%
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 Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.88B +$332M +29,479,107 +21%
OFG
2
Oxford Financial Group
Indiana
$30.5M +$4.33M +385,023 +17%
ZCA
3
Zeke Capital Advisors
Pennsylvania
$27.8M -$74.4K -6,612 -0.3%
CCA
4
Cobblestone Capital Advisors
New York
$22.9M +$2.1M +186,675 +10%
USAA
5
United Services Automobile Association
Texas
$21.2M
TA
6
Tiedemann Advisors
New York
$18.2M +$18.1M +1,613,448 New
ML
7
McAdam LLC
Pennsylvania
$16M +$1.42M +126,171 +10%
UCFA
8
United Capital Financial Advisors
Texas
$12.4M +$184K +16,389 +2%
ACA
9
Ackerman Capital Advisors
Texas
$11.9M +$11.8M +1,051,698 New
TAT
10
TD Ameritrade Trust
Colorado
$11.1M +$2.67M +237,843 +27%
RC
11
RegentAtlantic Capital
New Jersey
$10.3M +$412K +36,612 +4%
AssetMark Inc
12
AssetMark Inc
California
$9.85M +$1.93M +171,675 +24%
PWS
13
Paragon Wealth Strategies
Florida
$7.87M -$2.08M -184,884 -21%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.69M +$935K +83,175 +16%
CFA
15
Carroll Financial Associates
North Carolina
$6.64M +$690K +61,353 +12%
Ameriprise
16
Ameriprise
Minnesota
$6.24M +$529K +47,013 +9%
KLI
17
Kelman-Lazarov Inc
Tennessee
$6.06M +$599K +53,268 +11%
OA
18
Opes Advisors
California
$5.93M -$247K -21,951 -4%
GAM
19
Gemmer Asset Management
California
$5.3M +$58.4K +5,196 +1%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$4.67M -$248K -22,041 -5%
CWM
21
Cabot Wealth Management
Massachusetts
$4.2M +$638K +56,691 +18%
UBS Group
22
UBS Group
Switzerland
$3.5M +$811K +72,120 +30%
MIH
23
Madison Investment Holdings
Wisconsin
$3.37M +$591K +52,542 +21%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$2.97M +$247K +21,930 +9%
FC
25
Financial Consulate
Maryland
$2.13M +$268K +23,865 +14%