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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
276
$306K
277
$301K
278
$299K
279
$298K
280
$297K
281
$293K
282
$293K
283
$286K
284
$286K
285
$282K
286
$277K
287
$271K
288
$266K
289
$264K
290
$257K
291
$257K
292
$248K
293
$246K
294
$246K
295
$241K
296
$237K
297
$236K
298
$229K
299
$228K
300
$228K