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Schwab Fundamental US Large Company Index ETF

173 hedge funds and large institutions have $4.29B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 19 closing their positions.

Holders
173
Holders Change
+6
Holders Change %
+3.59%
% of All Funds
3.76%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.3%
New
29
Increased
66
Reduced
44
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.75B 95,968,419 +6,444,144 +7%
OFG
2
Oxford Financial Group
Indiana
$44.5M 1,138,277 -17,765 -2%
ML
3
McAdam LLC
Pennsylvania
$38.5M 984,067 +65,168 +7%
GWS
4
Glassman Wealth Services
Virginia
$38.4M 982,323 +52,435 +6%
TA
5
Tiedemann Advisors
New York
$33.3M 847,027 +11,979 +1%
CCA
6
Cobblestone Capital Advisors
New York
$33M 844,697 +16,671 +2%
QCG
7
Quadrant Capital Group
Ohio
$25.9M 662,144 +178,971 +37%
Ameriprise
8
Ameriprise
Minnesota
$24.8M 633,332 +98,128 +18%
USAA
9
United Services Automobile Association
Texas
$22.9M 586,430 -17 -0%
AFA
10
Arlington Financial Advisors
California
$20.5M 523,559 +3,551 +0.7%
DSA
11
Droms Strauss Advisors
Missouri
$17.4M 445,638 +8,960 +2%
RC
12
RegentAtlantic Capital
New Jersey
$13.2M 338,348 -792 -0.2%
PWS
13
Paragon Wealth Strategies
Florida
$11.4M 292,017 +1,547 +0.5%
CC
14
Callan Capital
California
$10.9M 279,320 +12,902 +5%
Morgan Stanley
15
Morgan Stanley
New York
$10.9M 278,010 -11,897 -4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$8.76M 223,906 +7,082 +3%
Bank of America
17
Bank of America
North Carolina
$8.73M 223,313 +55,428 +33%
KLI
18
Kelman-Lazarov Inc
Tennessee
$8.49M 217,015 -13,537 -6%
MIH
19
Madison Investment Holdings
Wisconsin
$8.38M 214,246 -176,540 -45%
CFA
20
Carroll Financial Associates
North Carolina
$8.15M 208,298 -10,134 -5%
GC
21
Gratus Capital
Georgia
$7.18M 183,570 +11,354 +7%
CWM
22
Cabot Wealth Management
Massachusetts
$6.96M 177,903 -4,828 -3%
UBS Group
23
UBS Group
Switzerland
$6.37M 162,945 -7,544 -4%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$5.5M 138,011 -33,717 -20%
RWM
25
Reston Wealth Management
Virginia
$5.31M 135,817 +2,923 +2%