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Schwab Fundamental US Large Company Index ETF

411 hedge funds and large institutions have $9.26B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

0% less capital invested

Capital invested by funds: $9.31B → $9.26B (-$42.2M)

1.44% less ownership

Funds ownership: 243.42%241.99% (-1.4%)

5% less funds holding in top 10

Funds holding in top 10: 4240 (-2)

Holders
411
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$129K
Puts
$114K
Net Calls
Net Calls Change

Top Buyers

1 +$98.3M
2 +$39.7M
3 +$10.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$8.83M
5
CC
Callan Capital
California
+$8.65M

Top Sellers

1 -$8.95M
2 -$8.94M
3 -$8.63M
4
Cerity Partners
Cerity Partners
New York
-$8.61M
5
NB
Northwest Bancshares
Pennsylvania
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$501K
227
$500K
228
$495K
229
$493K
230
$485K
231
$480K
232
$469K
233
$467K
234
$458K
235
$449K
236
$447K
237
$440K
238
$433K
239
$428K
240
$418K
241
$415K
242
$415K
243
$414K
244
$407K
245
$399K
246
$398K
247
$398K
248
$397K
249
$390K
250
$388K