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Schwab Fundamental US Large Company Index ETF

167 hedge funds and large institutions have $3.93B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 17 closing their positions.

Holders
167
Holders Change
+7
Holders Change %
+4.38%
% of All Funds
3.62%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.33%
New
27
Increased
68
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.4B 89,524,275 +4,994,353 +6%
OFG
2
Oxford Financial Group
Indiana
$43.9M 1,156,042 -103,281 -8%
GWS
3
Glassman Wealth Services
Virginia
$35.3M 929,888 +77,671 +9%
ML
4
McAdam LLC
Pennsylvania
$34.9M 918,899 +51,326 +6%
TA
5
Tiedemann Advisors
New York
$31.7M 835,048 +6,735 +0.8%
CCA
6
Cobblestone Capital Advisors
New York
$31.4M 828,026 +52,389 +7%
USAA
7
United Services Automobile Association
Texas
$22.3M 586,447 +17 +0%
Ameriprise
8
Ameriprise
Minnesota
$20.3M 535,204 +350,242 +189%
AFA
9
Arlington Financial Advisors
California
$19.7M 520,008 +109,882 +27%
QCG
10
Quadrant Capital Group
Ohio
$18.3M 483,173 +54,810 +13%
DSA
11
Droms Strauss Advisors
Missouri
$16.6M 436,678 +66,300 +18%
MIH
12
Madison Investment Holdings
Wisconsin
$14.8M 390,786 +138,887 +55%
ZCA
13
Zeke Capital Advisors
Pennsylvania
$13.3M 349,907 -977,673 -74%
RC
14
RegentAtlantic Capital
New Jersey
$12.9M 339,140 +29,069 +9%
TAT
15
TD Ameritrade Trust
Colorado
$12.2M 322,493 +1,588 +0.5%
PWS
16
Paragon Wealth Strategies
Florida
$11M 290,470 +61,312 +27%
Morgan Stanley
17
Morgan Stanley
New York
$11M 289,907 +255,369 +739%
CC
18
Callan Capital
California
$10.1M 266,418 +266,418 New
UCFA
19
United Capital Financial Advisors
Texas
$9.44M 248,782 +15,216 +7%
KLI
20
Kelman-Lazarov Inc
Tennessee
$8.75M 230,552 -10,659 -4%
CFA
21
Carroll Financial Associates
North Carolina
$8.29M 218,432 -16,122 -7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$8.23M 216,824 -21,720 -9%
CWM
23
Cabot Wealth Management
Massachusetts
$6.94M 182,731 +3,304 +2%
GC
24
Gratus Capital
Georgia
$6.54M 172,216 +2,437 +1%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$6.52M 171,728 +13,588 +9%