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Schwab Fundamental US Large Company Index ETF

146 hedge funds and large institutions have $4.06B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
3.34%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
24
Increased
61
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.63B 91,591,861 +4,326,655 +5%
OFG
2
Oxford Financial Group
Indiana
$45.3M 1,141,130 +60,398 +6%
Ameriprise
3
Ameriprise
Minnesota
$33.6M 182,018 +3,979 +2%
ML
4
McAdam LLC
Pennsylvania
$31.6M 792,636 +48,051 +6%
CCA
5
Cobblestone Capital Advisors
New York
$30.4M 766,637 +5,712 +0.8%
TA
6
Tiedemann Advisors
New York
$30M 756,290 +30,360 +4%
USAA
7
United Services Automobile Association
Texas
$24.3M 611,430 -14,574 -2%
AFA
8
Arlington Financial Advisors
California
$18M 471,681 +10,515 +2%
RC
9
RegentAtlantic Capital
New Jersey
$14.1M 354,720 +354,720 New
ZCA
10
Zeke Capital Advisors
Pennsylvania
$13.8M 346,721 -109,617 -24%
TAT
11
TD Ameritrade Trust
Colorado
$12.8M 323,474 -1,985 -0.6%
GWS
12
Glassman Wealth Services
Virginia
$12.7M 320,383 +320,383 New
CFA
13
Carroll Financial Associates
North Carolina
$10.5M 264,231 +6,472 +3%
KLI
14
Kelman-Lazarov Inc
Tennessee
$10.2M 258,048 -11,613 -4%
UCFA
15
United Capital Financial Advisors
Texas
$9.66M 243,396 +7,086 +3%
PWS
16
Paragon Wealth Strategies
Florida
$8.93M 225,088 +15,308 +7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$8.9M 224,262 +1,034 +0.5%
CWM
18
Cabot Wealth Management
Massachusetts
$7.27M 183,210 -1,474 -0.8%
MIH
19
Madison Investment Holdings
Wisconsin
$6.31M 158,930 +1,471 +0.9%
GC
20
Gratus Capital
Georgia
$5.96M 151,569 +151,569 New
UBS Group
21
UBS Group
Switzerland
$5.72M 144,207 +2,307 +2%
FANJ
22
Financial Architects (New Jersey)
New Jersey
$5.27M 132,831 -2,018 -1%
OA
23
Opes Advisors
California
$4.58M 115,415 -477 -0.4%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$4.48M 112,733 +5,628 +5%
LRIA
25
Leonard Rickey Investment Advisors
Washington
$3.93M 99,001 +2,354 +2%