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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
HWM
276
HB Wealth Management
Georgia
$544K +$158K +7,431 +44%
WFA
277
Wellspring Financial Advisors
Ohio
$544K +$2.17K +102 +0.4%
JIC
278
Johnson Investment Counsel
Ohio
$543K -$8.1K -381 -2%
DACG
279
Donor Advised Charitable Giving
California
$543K +$2.23K +105 +0.4%
HR
280
Howe & Rusling
New York
$541K +$169K +7,965 +49%
VCM
281
Vivaldi Capital Management
Illinois
$540K +$255 +12 +0%
FCH
282
Freestone Capital Holdings
Washington
$539K +$146K +6,849 +40%
BMM
283
Berkshire Money Management
Massachusetts
$538K -$167K -7,845 -25%
NRI
284
NFP Retirement Inc
California
$537K +$270K +12,723 +114%
DWM
285
Darwin Wealth Management
Florida
$527K -$35.8K -1,686 -7%
ICG
286
InterOcean Capital Group
Tennessee
$525K -$138K -6,504 -22%
Betterment LLC
287
Betterment LLC
New York
$521K +$100K +4,704 +25%
EFG
288
Embree Financial Group
Illinois
$505K -$49.9K -2,349 -9%
CW
289
CreativeOne Wealth
Kansas
$502K +$15.2K +717 +3%
RIA
290
Regal Investment Advisors
Michigan
$496K +$172K +8,100 +58%
CA
291
Continuum Advisory
Idaho
$489K -$1.03M -48,621 -69%
SIMG
292
Sonora Investment Management Group
Arizona
$486K +$131K +6,156 +40%
CWC
293
Carolinas Wealth Consulting
North Carolina
$479K
PA
294
Parallel Advisors
California
$479K +$64 +3 +0%
WP
295
WealthPLAN Partners
Nebraska
$478K -$3.13K -147 -0.7%
CIA
296
Capital Investment Advisors
Georgia
$476K +$36.5K +1,716 +9%
RVPG
297
Relative Value Partners Group
$474K
CFD
298
Creative Financial Designs
Indiana
$471K +$45K +2,115 +11%
QCM
299
QRG Capital Management
Illinois
$471K -$19.8K -930 -4%
VPIM
300
Vanguard Personalized Indexing Management
California
$463K -$397K -18,669 -48%