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Schwab Fundamental US Large Company Index ETF
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Overview Fund Activity

138 hedge funds and large institutions have $3.61B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
3.16%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
21
Increased
62
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.26B
2
ML
2
McAdam LLC
Pennsylvania
$27.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.88M
4
KLI
4
Kelman-Lazarov Inc
Tennessee
$10.1M
5
OFG
5
Oxford Financial Group
Indiana
$40.4M

Top Sellers

1
RC
1
RegentAtlantic Capital
New Jersey
$0
2
ZCA
2
Zeke Capital Advisors
Pennsylvania
$17M
3
TA
3
Tiedemann Advisors
New York
$27.1M
4
Jane Street
4
Jane Street
New York
$6.04M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.26B 87,265,206 +6,493,306 +8%
OFG
2
Oxford Financial Group
Indiana
$40.4M 1,080,732 +30,841 +3%
CCA
3
Cobblestone Capital Advisors
New York
$28.4M 760,925 +9,931 +1%
ML
4
McAdam LLC
Pennsylvania
$27.8M 744,585 +73,684 +11%
TA
5
Tiedemann Advisors
New York
$27.1M 725,930 -91,961 -11%
USAA
6
United Services Automobile Association
Texas
$23.4M 626,004 +4 +0%
AFA
7
Arlington Financial Advisors
California
$17.8M 461,166 +21,557 +5%
ZCA
8
Zeke Capital Advisors
Pennsylvania
$17M 456,338 -207,061 -31%
TAT
9
TD Ameritrade Trust
Colorado
$12.2M 325,459 +5,386 +2%
KLI
10
Kelman-Lazarov Inc
Tennessee
$10.1M 269,661 +31,654 +13%
CFA
11
Carroll Financial Associates
North Carolina
$9.62M 257,759 +13,984 +6%
UCFA
12
United Capital Financial Advisors
Texas
$8.82M 236,310 -21,426 -8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$8.34M 223,228 +3,184 +1%
PWS
14
Paragon Wealth Strategies
Florida
$7.83M 209,780 +18,164 +9%
CWM
15
Cabot Wealth Management
Massachusetts
$6.9M 184,684 +7,823 +4%
Ameriprise
16
Ameriprise
Minnesota
$6.65M 178,039 +2,488 +1%
Jane Street
17
Jane Street
New York
$6.04M 161,643 -72,157 -31%
MIH
18
Madison Investment Holdings
Wisconsin
$5.88M 157,459 +11,674 +8%
UBS Group
19
UBS Group
Switzerland
$5.3M 141,900 +9,573 +7%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$5.04M 134,849 +8,743 +7%
OA
21
Opes Advisors
California
$4.33M 115,892 -15,300 -12%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$3.89M 107,105 – –
MFP
23
Mosaic Financial Partners
California
$3.73M 99,955 +23,525 +31%
LRIA
24
Leonard Rickey Investment Advisors
Washington
$3.61M 96,647 +6,753 +8%
FC
25
Financial Consulate
Maryland
$3.44M 92,075 +6,741 +8%
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