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Schwab Fundamental US Large Company Index ETF

479 hedge funds and large institutions have $10.9B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 191 increasing their positions, 125 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 29

172% more call options, than puts

Call options by funds: $353K | Put options by funds: $130K

53% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 125

25% more funds holding in top 10

Funds holding in top 10: 4050 (+10)

18% more capital invested

Capital invested by funds: $9.26B → $10.9B (+$1.68B)

17% more funds holding

Funds holding: 411479 (+68)

4.41% more ownership

Funds ownership: 241.99%246.39% (+4.4%)

Holders
479
Holders Change
+68
Holders Change %
+16.55%
% of All Funds
6.98%
Holding in Top 10
50
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25%
% of All Funds
0.73%
New
104
Increased
191
Reduced
125
Closed
29
Calls
$353K
Puts
$130K
Net Calls
+$223K
Net Calls Change
+$208K
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
276
Sigma Planning Corp
Michigan
$454K -$717K -37,296 -63%
QCM
277
QRG Capital Management
Illinois
$452K +$105K +5,445 +33%
CW
278
CreativeOne Wealth
Kansas
$446K -$15.1K -783 -3%
WP
279
WealthPLAN Partners
Nebraska
$442K +$25.8K +1,344 +7%
CWC
280
Carolinas Wealth Consulting
North Carolina
$441K
PA
281
Parallel Advisors
California
$440K +$115 +6 +0%
SFG
282
Sovereign Financial Group
Connecticut
$434K +$405K +21,036 New
FCA
283
FinTrust Capital Advisors
South Carolina
$411K
NDSI
284
Newman Dignan & Sheerar Inc
Rhode Island
$411K +$31K +1,611 +9%
Northern Trust
285
Northern Trust
Illinois
$410K
William Blair & Company
286
William Blair & Company
Illinois
$406K +$32.8K +1,704 +9%
YIH
287
Y-Intercept (HK)
Hong Kong
$406K +$378K +19,641 New
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$404K +$46.1K +2,397 +14%
WG
289
Welch Group
Alabama
$403K
CIA
290
Capital Investment Advisors
Georgia
$402K +$121K +6,297 +48%
PP
291
Patten & Patten
Tennessee
$401K +$70.8K +3,684 +23%
CFD
292
Creative Financial Designs
Indiana
$390K +$3.69K +192 +1%
Betterment LLC
293
Betterment LLC
New York
$382K -$7.04K -366 -2%
Janney Montgomery Scott
294
Janney Montgomery Scott
Pennsylvania
$377K -$11.4K -594 -3%
BCM
295
Brookstone Capital Management
Illinois
$375K -$81.3K -4,227 -19%
MFC
296
Morris Financial Concepts
South Carolina
$373K -$519 -27 -0.1%
EWA
297
Emergent Wealth Advisors
New York
$369K +$344K +17,874 New
WWM
298
Western Wealth Management
Colorado
$365K +$31.9K +1,659 +10%
FLPIM
299
F.L. Putnam Investment Management
Massachusetts
$362K -$1.1K -57 -0.3%
LI
300
Lafayette Investments
Maryland
$357K +$2.25K +117 +0.7%