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Schwab Fundamental US Large Company Index ETF

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.

New
Increased
Maintained
Reduced
Closed

195% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 21

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $3.3B → $3.61B (+$312M)

8% more funds holding

Funds holding: 128138 (+10)

0.81% more ownership

Funds ownership: 249.69%250.5% (+0.81%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

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
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$3.26B +$242M +19,479,918 +8%
OFG
2
Oxford Financial Group
Indiana
$40.4M +$1.15M +92,523 +3%
CCA
3
Cobblestone Capital Advisors
New York
$28.4M +$371K +29,793 +1%
ML
4
McAdam LLC
Pennsylvania
$27.8M +$2.75M +221,052 +11%
TA
5
Tiedemann Advisors
New York
$27.1M -$3.43M -275,883 -11%
USAA
6
United Services Automobile Association
Texas
$23.4M +$149 +12 +0%
AFA
7
Arlington Financial Advisors
California
$17.8M +$805K +64,671 +5%
ZCA
8
Zeke Capital Advisors
Pennsylvania
$17M -$7.73M -621,183 -31%
TAT
9
TD Ameritrade Trust
Colorado
$12.2M +$201K +16,158 +2%
KLI
10
Kelman-Lazarov Inc
Tennessee
$10.1M +$1.18M +94,962 +13%
CFA
11
Carroll Financial Associates
North Carolina
$9.62M +$522K +41,952 +6%
UCFA
12
United Capital Financial Advisors
Texas
$8.82M -$800K -64,278 -8%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$8.34M +$119K +9,552 +1%
PWS
14
Paragon Wealth Strategies
Florida
$7.83M +$678K +54,492 +9%
CWM
15
Cabot Wealth Management
Massachusetts
$6.9M +$292K +23,469 +4%
Ameriprise
16
Ameriprise
Minnesota
$6.65M +$92.9K +7,464 +1%
Jane Street
17
Jane Street
New York
$6.04M -$2.69M -216,471 -31%
MIH
18
Madison Investment Holdings
Wisconsin
$5.88M +$436K +35,022 +8%
UBS Group
19
UBS Group
Switzerland
$5.3M +$357K +28,719 +7%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$5.04M +$326K +26,229 +7%
OA
21
Opes Advisors
California
$4.33M -$571K -45,900 -12%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$3.89M
MFP
23
Mosaic Financial Partners
California
$3.73M +$878K +70,575 +31%
LRIA
24
Leonard Rickey Investment Advisors
Washington
$3.61M +$252K +20,259 +8%
FC
25
Financial Consulate
Maryland
$3.44M +$252K +20,223 +8%