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Schwab Fundamental US Large Company Index ETF

86 hedge funds and large institutions have $2.54B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
2.15%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.17%
New
11
Increased
39
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.26B 64,365,026 +8,652,556 +16%
OFG
2
Oxford Financial Group
Indiana
$31.3M 891,790 -11,100 -1%
ZCA
3
Zeke Capital Advisors
Pennsylvania
$28.9M 821,971 -287 -0%
CCA
4
Cobblestone Capital Advisors
New York
$24.2M 688,562 +11,088 +2%
USAA
5
United Services Automobile Association
Texas
$22M 626,000
ML
6
McAdam LLC
Pennsylvania
$18.5M 525,162 +53,081 +11%
UCFA
7
United Capital Financial Advisors
Texas
$12.6M 357,732 -10,031 -3%
RC
8
RegentAtlantic Capital
New Jersey
$11M 313,244 +7,865 +3%
TAT
9
TD Ameritrade Trust
Colorado
$10.6M 298,794 -69,679 -19%
AssetMark Inc
10
AssetMark Inc
California
$10.6M 302,303 +10,955 +4%
PWS
11
Paragon Wealth Strategies
Florida
$8.51M 242,067 +9,275 +4%
CFA
12
Carroll Financial Associates
North Carolina
$7.63M 214,442 +18,068 +9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.58M 215,530 +17,776 +9%
KLI
14
Kelman-Lazarov Inc
Tennessee
$7.46M 212,153 +33,014 +18%
Ameriprise
15
Ameriprise
Minnesota
$6.69M 190,288 +5,926 +3%
OA
16
Opes Advisors
California
$5.7M 162,010 -10,335 -6%
CWM
17
Cabot Wealth Management
Massachusetts
$5.49M 156,254 +32,070 +26%
MIH
18
Madison Investment Holdings
Wisconsin
$5.07M 144,156 +44,516 +45%
Jane Street
19
Jane Street
New York
$4.93M 140,263 +115,761 +472%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$4.64M 131,926 -6,248 -5%
GAM
21
Gemmer Asset Management
California
$4.15M 118,067 -38,577 -25%
UBS Group
22
UBS Group
Switzerland
$3.89M 110,611 +7,027 +7%
TA
23
Tiedemann Advisors
New York
$3.75M 120,619 -417,197 -78%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$3.39M 96,289 +8,426 +10%
FC
25
Financial Consulate
Maryland
$2.51M 71,444 +8,333 +13%