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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
IAN
251
Integrated Advisors Network
Texas
$723K -$200K -9,426 -23%
LNWWM
252
Laird Norton Wetherby Wealth Management
California
$715K -$56.4K -2,655 -8%
SPIA
253
Steward Partners Investment Advisory
New York
$702K -$4.27K -201 -0.6%
AOWM
254
Alpha Omega Wealth Management
Virginia
$695K +$11.2K +525 +2%
DWM
255
Dechtman Wealth Management
Colorado
$677K +$2.74K +129 +0.4%
CW
256
Channel Wealth
California
$674K -$22.4K -1,056 -3%
SCM
257
SOL Capital Management
Maryland
$640K
CAI
258
Capital Advisors Inc
Oklahoma
$637K +$382K +17,970 +173%
CWM
259
Cedar Wealth Management
California
$619K -$3.19K -150 -0.5%
PCMC
260
Paragon Capital Management (Colorado)
Colorado
$597K +$565K +26,574 New
EAM
261
Evanson Asset Management
California
$594K
KCIC
262
Kuhn & Co Investment Counsel
Illinois
$593K +$70.7K +3,324 +14%
ST
263
Sabal Trust
Florida
$592K
AWA
264
Archvest Wealth Advisors
California
$590K +$91.1K +4,284 +19%
HWM
265
HRC Wealth Management
Idaho
$585K +$554K +26,040 New
BIG
266
Builder Investment Group
Georgia
$584K -$8.67K -408 -2%
CAG
267
Curtis Advisory Group
California
$581K -$48.3K -2,274 -8%
SFG
268
Sovereign Financial Group
Connecticut
$578K +$99.4K +4,677 +22%
WA
269
WESPAC Advisors
California
$577K -$7.65K -360 -1%
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$567K -$142K -6,702 -21%
AC
271
Apella Capital
Connecticut
$563K
SIM
272
Studio Investment Management
Illinois
$557K +$163K +7,650 +45%
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$556K +$111K +5,217 +27%
Koshinski Asset Management
274
Koshinski Asset Management
Illinois
$555K +$273K +12,846 +108%
YIH
275
Y-Intercept (HK)
Hong Kong
$550K +$103K +4,830 +25%