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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
BPA
251
Beacon Pointe Advisors
California
$1.27M +$885K +36,489 +211%
IA
252
IFP Advisors
Florida
$1.25M +$80.9K +3,338 +7%
NCM
253
Next Capital Management
New York
$1.25M +$128K +5,282 +11%
JCM
254
Jacobi Capital Management
Pennsylvania
$1.25M +$5.96K +246 +0.5%
CPIG
255
Chicago Partners Investment Group
Illinois
$1.23M -$2.16M -88,983 -63%
AC
256
Avestar Capital
New York
$1.22M +$196K +8,071 +19%
WFA
257
Wade Financial Advisory
California
$1.21M
CAM
258
Cresset Asset Management
Illinois
$1.21M -$1.02M -42,255 -45%
Stifel Financial
259
Stifel Financial
Missouri
$1.2M +$481K +19,857 +64%
BFG
260
Berger Financial Group
Minnesota
$1.19M -$183K -7,549 -13%
AIA
261
Arcadia Investment Advisors
Idaho
$1.18M -$114K -4,716 -9%
NFG
262
Nations Financial Group
Iowa
$1.18M -$16.6K -684 -1%
Vanguard Group
263
Vanguard Group
Pennsylvania
$1.17M +$51.1K +2,109 +4%
FVWA
264
Foster Victor Wealth Advisors
South Carolina
$1.17M -$29.7K -1,224 -2%
EGM
265
Engineers Gate Manager
New York
$1.12M +$1.14M +47,119 New
MA
266
Mezzasalma Advisors
New Jersey
$1.11M +$246K +10,140 +28%
VAF
267
Values Added Financial
District of Columbia
$1.08M +$765K +31,563 +222%
CPRC
268
Consolidated Portfolio Review Corp
New York
$1.08M +$7.13K +294 +0.7%
S
269
SignatureFD
Georgia
$1.06M -$78.7K -3,247 -7%
MWA
270
Medallion Wealth Advisors
Connecticut
$1.04M +$1.07M +44,002 New
KIA
271
KCM Investment Advisors
California
$1.03M -$193K -7,958 -15%
Bank of Montreal
272
Bank of Montreal
Ontario, Canada
$1.01M +$90K +3,710 +10%
PG
273
Prostatis Group
Maryland
$1M +$1.02M +42,247 New
SSWM
274
Sheets Smith Wealth Management
North Carolina
$1,000K +$62.3K +2,571 +6%
SA
275
Sanctuary Advisors
Indiana
$989K -$1.81M -74,456 -65%