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Schwab Fundamental US Large Company Index ETF

128 hedge funds and large institutions have $3.3B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

57% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 30

13% more funds holding

Funds holding: 113128 (+15)

6% more capital invested

Capital invested by funds: $3.11B → $3.3B (+$184M)

0.02% more ownership

Funds ownership: 249.67%249.69% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
2.93%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
24
Increased
47
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$2.94B +$293M +23,254,302 +11%
OFG
2
Oxford Financial Group
Indiana
$38.2M +$3.06M +243,321 +8%
TA
3
Tiedemann Advisors
New York
$29.7M +$3.15M +250,533 +11%
CCA
4
Cobblestone Capital Advisors
New York
$27.3M +$1.3M +102,954 +5%
ML
5
McAdam LLC
Pennsylvania
$24.4M +$5.5M +437,217 +28%
ZCA
6
Zeke Capital Advisors
Pennsylvania
$24.1M -$1.03M -81,645 -4%
USAA
7
United Services Automobile Association
Texas
$22.7M
AFA
8
Arlington Financial Advisors
California
$16.1M -$13.7M -1,089,012 -45%
RC
9
RegentAtlantic Capital
New Jersey
$12.8M +$1.13M +90,009 +9%
ACA
10
Ackerman Capital Advisors
Texas
$12.1M -$237K -18,813 -2%
TAT
11
TD Ameritrade Trust
Colorado
$11.6M +$375K +29,775 +3%
UCFA
12
United Capital Financial Advisors
Texas
$9.37M -$3.31M -262,737 -25%
CFA
13
Carroll Financial Associates
North Carolina
$8.86M +$820K +65,148 +10%
KLI
14
Kelman-Lazarov Inc
Tennessee
$8.65M +$212K +16,812 +2%
Jane Street
15
Jane Street
New York
$8.5M +$5.1M +404,919 +137%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$8M -$303K -24,048 -4%
PWS
17
Paragon Wealth Strategies
Florida
$6.96M -$2.1M -166,563 -22%
CWM
18
Cabot Wealth Management
Massachusetts
$6.43M +$701K +55,701 +12%
Ameriprise
19
Ameriprise
Minnesota
$6.38M -$362K -28,803 -5%
MIH
20
Madison Investment Holdings
Wisconsin
$5.3M -$46.3K -3,681 -0.8%
UBS Group
21
UBS Group
Switzerland
$4.81M +$176K +14,019 +4%
OA
22
Opes Advisors
California
$4.77M -$615K -48,879 -11%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$4.58M -$180K -14,295 -4%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$3.89M -$40.2K -3,195 -1%
LRIA
25
Leonard Rickey Investment Advisors
Washington
$3.27M -$75.6K -6,009 -2%