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Schwab Fundamental US Large Company Index ETF

501 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 230 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

69% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 136

12% more capital invested

Capital invested by funds: $10.9B → $12.3B (+$1.34B)

6% more funds holding in top 10

Funds holding in top 10: 5053 (+3)

5% more funds holding

Funds holding: 479501 (+22)

4.2% less ownership

Funds ownership: 246.39%242.2% (-4.2%)

Holders
501
Holders Change
+22
Holders Change %
+4.59%
% of All Funds
7.22%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.76%
New
63
Increased
230
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
226
Private Capital Management (Colorado)
Colorado
$963K -$50.3K -2,364 -5%
AAS
227
Ameritas Advisory Services
Nebraska
$961K +$568K +26,715 +159%
BCI
228
Brinker Capital Investments
Pennsylvania
$960K +$23.1K +1,086 +3%
OPS
229
Orion Portfolio Solutions
Nebraska
$960K +$23.1K +1,086 +3%
PWM
230
Perigon Wealth Management
California
$952K -$70.7K -3,324 -7%
CA
231
Cetera Advisors
Colorado
$908K +$99.4K +4,674 +13%
WIP
232
WealthCare Investment Partners
Rhode Island
$892K +$310K +14,559 +58%
Citadel Advisors
233
Citadel Advisors
Florida
$872K +$825K +38,826 New
TRCT
234
Tower Research Capital (TRC)
New York
$869K +$822K +38,661 +322,175%
VF
235
VitalStone Financial
Texas
$856K +$3.19K +150 +0.4%
BWM
236
Birchcreek Wealth Management
Ohio
$855K +$64 +3 +0%
EWA
237
EP Wealth Advisors
California
$841K +$318K +14,970 +67%
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$834K +$6.12K +288 +0.8%
SSWM
239
Sheets Smith Wealth Management
North Carolina
$829K +$3.13K +147 +0.4%
CCM
240
Chilton Capital Management
Texas
$811K -$38.5K -1,812 -5%
CBFP
241
Cedar Brook Financial Partners
Ohio
$805K +$152K +7,155 +25%
TAM
242
Townsend Asset Management
North Carolina
$802K +$10.2K +480 +1%
BSW
243
Buckingham Strategic Wealth
Missouri
$792K +$252K +11,847 +51%
WPC
244
Wedmont Private Capital
Pennsylvania
$790K +$26.1K +1,227 +4%
IC
245
IEQ Capital
California
$785K +$1.91K +90 +0.3%
CCA
246
Clarity Capital Advisors
Florida
$782K +$3.19K +150 +0.4%
SFG
247
Sage Financial Group
Pennsylvania
$768K
BRWA
248
B. Riley Wealth Advisors
Florida
$762K +$90.6K +4,260 +12%
ATPW
249
Ashton Thomas Private Wealth
Arizona
$732K +$693K +32,589 New
ECM
250
Evergreen Capital Management
Washington
$724K