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Schwab Fundamental US Large Company Index ETF

627 hedge funds and large institutions have $14.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 256 increasing their positions, 154 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 39

66% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 154

10% more funds holding

Funds holding: 568627 (+59)

7% more funds holding in top 10

Funds holding in top 10: 5963 (+4)

5% more capital invested

Capital invested by funds: $13.6B → $14.3B (+$701M)

162.68% less ownership

Funds ownership: 242.28%79.61% (-163%)

Holders
627
Holders Change
+59
Holders Change %
+10.39%
% of All Funds
8.26%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.83%
New
111
Increased
256
Reduced
154
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
226
IHT Wealth Management
Illinois
$1.54M -$101K -4,168 -6%
FHA
227
Flagship Harbor Advisors
Massachusetts
$1.52M -$55.3K -2,279 -3%
HG
228
Harbor Group
New Hampshire
$1.52M -$25.1K -1,034 -2%
Jane Street
229
Jane Street
New York
$1.5M +$1.3M +53,749 +565%
MAM
230
Madison Asset Management
Wisconsin
$1.49M
MIA
231
Madison Investment Advisors
Wisconsin
$1.49M +$1.52M +62,853 New
CPA
232
Clear Point Advisors
New York
$1.49M +$13.7K +567 +0.9%
WA
233
Whipplewood Advisors
Colorado
$1.47M +$1.51M +62,181 New
SIC
234
Salem Investment Counselors
North Carolina
$1.47M +$16.5K +679 +1%
CA
235
Capital Advantage
California
$1.46M +$305K +12,585 +26%
PWA
236
Principia Wealth Advisory
Texas
$1.45M +$1.48M +61,030 New
SWP
237
Stratos Wealth Partners
Ohio
$1.44M +$1.48M +60,860 New
BFM
238
Boston Financial Management
Massachusetts
$1.43M -$16.5K -681 -1%
WA
239
Waverly Advisors
Alabama
$1.42M +$148K +6,114 +11%
HIM
240
Harbour Investment Management
Washington
$1.41M
LFG
241
Larson Financial Group
Missouri
$1.38M +$670K +27,641 +90%
JCIA
242
Jackson Creek Investment Advisors
Colorado
$1.35M +$4.68K +193 +0.3%
AA
243
Addison Advisors
Vermont
$1.34M
FSWA
244
Financial Synergies Wealth Advisors
Texas
$1.34M -$116K -4,794 -8%
FPAS
245
Focus Partners Advisor Solutions
Missouri
$1.34M -$19.2K -790 -1%
APC
246
Asset Planning Corporation
Tennessee
$1.32M -$126K -5,195 -9%
HI
247
Harbour Investments
Wisconsin
$1.31M -$79.8K -3,291 -6%
KWA
248
Kingswood Wealth Advisors
California
$1.3M +$41.8K +1,722 +3%
VNA
249
Valley National Advisers
Pennsylvania
$1.3M -$50.3K -2,076 -4%
MCM
250
MidAtlantic Capital Management
Virginia
$1.3M +$122K +5,012 +10%