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Schwab Fundamental US Large Company Index ETF

113 hedge funds and large institutions have $3.11B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
113
Holders Change
+27
Holders Change %
+31.4%
% of All Funds
2.57%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.25%
New
32
Increased
36
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.74B 73,020,466 +8,655,440 +13%
OFG
2
Oxford Financial Group
Indiana
$36.3M 968,784 +76,994 +9%
AFA
3
Arlington Financial Advisors
California
$31.8M 802,613 +802,613 New
TA
4
Tiedemann Advisors
New York
$27.5M 734,380 +613,761 +509%
CCA
5
Cobblestone Capital Advisors
New York
$26.8M 716,676 +28,114 +4%
ZCA
6
Zeke Capital Advisors
Pennsylvania
$25.9M 690,614 -131,357 -16%
USAA
7
United Services Automobile Association
Texas
$23.5M 626,000
ML
8
McAdam LLC
Pennsylvania
$18.5M 525,162
UCFA
9
United Capital Financial Advisors
Texas
$12.9M 345,315 -12,417 -3%
TAT
10
TD Ameritrade Trust
Colorado
$12.1M 310,148 +11,354 +4%
RC
11
RegentAtlantic Capital
New Jersey
$12M 321,508 +8,264 +3%
ACA
12
Ackerman Capital Advisors
Texas
$11.6M 330,319 +330,319 New
AssetMark Inc
13
AssetMark Inc
California
$10.5M 281,286 -21,017 -7%
PWS
14
Paragon Wealth Strategies
Florida
$9.26M 247,137 +5,070 +2%
KLI
15
Kelman-Lazarov Inc
Tennessee
$8.71M 232,403 +20,250 +10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$8.54M 228,060 +12,530 +6%
CFA
17
Carroll Financial Associates
North Carolina
$8.32M 222,059 +7,617 +4%
Ameriprise
18
Ameriprise
Minnesota
$6.94M 185,152 -5,136 -3%
CWM
19
Cabot Wealth Management
Massachusetts
$5.93M 158,294 +2,040 +1%
OA
20
Opes Advisors
California
$5.53M 147,485 -14,525 -9%
MIH
21
Madison Investment Holdings
Wisconsin
$5.51M 147,012 +2,856 +2%
FANJ
22
Financial Architects (New Jersey)
New Jersey
$4.9M 130,871 -1,055 -0.8%
UBS Group
23
UBS Group
Switzerland
$4.78M 127,654 +17,043 +15%
GAM
24
Gemmer Asset Management
California
$4.52M 120,633 +2,566 +2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$4.05M 108,170 +11,881 +12%