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Schwab Fundamental US Large Company Index ETF

160 hedge funds and large institutions have $3.32B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 23 closing their positions.

Holders
160
Holders Change
+14
Holders Change %
+9.59%
% of All Funds
3.57%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.4%
New
39
Increased
62
Reduced
34
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.87B 84,529,922 -7,061,939 -8%
OFG
2
Oxford Financial Group
Indiana
$42.8M 1,259,323 +118,193 +10%
ML
3
McAdam LLC
Pennsylvania
$29.5M 867,573 +74,937 +9%
GWS
4
Glassman Wealth Services
Virginia
$29M 852,217 +531,834 +166%
TA
5
Tiedemann Advisors
New York
$28.1M 828,313 +72,023 +10%
AWM
6
Alterna Wealth Management
Texas
$27.8M 822,258 +822,258 New
CCA
7
Cobblestone Capital Advisors
New York
$26.4M 775,637 +9,000 +1%
USAA
8
United Services Automobile Association
Texas
$19.9M 586,430 -25,000 -4%
QCG
9
Quadrant Capital Group
Ohio
$14.6M 428,363 +405,641 +1,785%
AFA
10
Arlington Financial Advisors
California
$13.9M 410,126 -61,555 -13%
DSA
11
Droms Strauss Advisors
Missouri
$12.6M 370,378 +370,378 New
ZCA
12
Zeke Capital Advisors
Pennsylvania
$12.5M 1,327,580 +980,859 +283%
TAT
13
TD Ameritrade Trust
Colorado
$10.9M 320,905 -2,569 -0.8%
RC
14
RegentAtlantic Capital
New Jersey
$10.5M 310,071 -44,649 -13%
MIH
15
Madison Investment Holdings
Wisconsin
$8.56M 251,899 +92,969 +58%
KLI
16
Kelman-Lazarov Inc
Tennessee
$8.2M 241,211 -16,837 -7%
CFA
17
Carroll Financial Associates
North Carolina
$8.13M 234,554 -29,677 -11%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$8.11M 238,544 +14,282 +6%
UCFA
19
United Capital Financial Advisors
Texas
$7.94M 233,566 -9,830 -4%
PWS
20
Paragon Wealth Strategies
Florida
$7.72M 229,158 +4,070 +2%
Ameriprise
21
Ameriprise
Minnesota
$6.28M 184,962 +2,944 +2%
CWM
22
Cabot Wealth Management
Massachusetts
$6.1M 179,427 -3,783 -2%
GC
23
Gratus Capital
Georgia
$5.77M 169,779 +18,210 +12%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$5.38M 158,140 +45,407 +40%
UBS Group
25
UBS Group
Switzerland
$5.09M 149,800 +5,593 +4%