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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.

Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
2.94%
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 Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.94B 80,771,900 +7,751,434 +11%
OFG
2
Oxford Financial Group
Indiana
$38.2M 1,049,891 +81,107 +8%
TA
3
Tiedemann Advisors
New York
$29.7M 817,891 +83,511 +11%
CCA
4
Cobblestone Capital Advisors
New York
$27.3M 750,994 +34,318 +5%
ML
5
McAdam LLC
Pennsylvania
$24.4M 670,901 +145,739 +28%
ZCA
6
Zeke Capital Advisors
Pennsylvania
$24.1M 663,399 -27,215 -4%
USAA
7
United Services Automobile Association
Texas
$22.7M 626,000
AFA
8
Arlington Financial Advisors
California
$16.1M 439,609 -363,004 -45%
RC
9
RegentAtlantic Capital
New Jersey
$12.8M 351,511 +30,003 +9%
ACA
10
Ackerman Capital Advisors
Texas
$12.1M 324,048 -6,271 -2%
TAT
11
TD Ameritrade Trust
Colorado
$11.6M 320,073 +9,925 +3%
UCFA
12
United Capital Financial Advisors
Texas
$9.37M 257,736 -87,579 -25%
CFA
13
Carroll Financial Associates
North Carolina
$8.86M 243,775 +21,716 +10%
KLI
14
Kelman-Lazarov Inc
Tennessee
$8.65M 238,007 +5,604 +2%
Jane Street
15
Jane Street
New York
$8.5M 233,800 +134,973 +137%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$8M 220,044 -8,016 -4%
PWS
17
Paragon Wealth Strategies
Florida
$6.96M 191,616 -55,521 -22%
CWM
18
Cabot Wealth Management
Massachusetts
$6.43M 176,861 +18,567 +12%
Ameriprise
19
Ameriprise
Minnesota
$6.38M 175,551 -9,601 -5%
MIH
20
Madison Investment Holdings
Wisconsin
$5.3M 145,785 -1,227 -0.8%
UBS Group
21
UBS Group
Switzerland
$4.81M 132,327 +4,673 +4%
OA
22
Opes Advisors
California
$4.77M 131,192 -16,293 -11%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$4.58M 126,106 -4,765 -4%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$3.89M 107,105 -1,065 -1%
LRIA
25
Leonard Rickey Investment Advisors
Washington
$3.27M 89,894 -2,003 -2%