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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
WI
276
Westbourne Investments
Virginia
$967K +$991K +40,856 New
AP
277
Appleton Partners
Massachusetts
$965K +$378K +15,594 +62%
CAL
278
Capital Analysts LLC
Pennsylvania
$949K -$263K -10,862 -21%
FTS
279
Fifth Third Securities
Ohio
$946K -$2.37M -97,667 -71%
MBI
280
May Barnhard Investments
Maryland
$932K +$453K +18,675 +90%
BFP
281
Beacon Financial Planning
Massachusetts
$929K +$8.51K +351 +0.9%
AOWM
282
Alpha Omega Wealth Management
Virginia
$927K +$76.4K +3,149 +9%
LFS
283
Legacy Financial Strategies
Kansas
$921K -$179K -7,395 -16%
HWM
284
HB Wealth Management
Georgia
$914K +$3.06K +126 +0.3%
EWA
285
EQ Wealth Advisors
Texas
$897K +$919K +37,895 New
SFG
286
Sage Financial Group
Pennsylvania
$868K -$7.35K -303 -0.8%
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$866K +$247K +10,168 +39%
PCMC
288
Private Capital Management (Colorado)
Colorado
$852K -$132K -5,424 -13%
NRI
289
NFP Retirement Inc
California
$852K +$124K +5,095 +16%
AC
290
Apella Capital
Connecticut
$848K +$921 +38 +0.1%
TAM
291
Townsend Asset Management
North Carolina
$839K -$7.74K -319 -0.9%
SFG
292
Sovereign Financial Group
Connecticut
$838K +$16.3K +672 +2%
CCA
293
Clarity Capital Advisors
Florida
$836K +$4.03K +166 +0.5%
WPC
294
Wedmont Private Capital
Pennsylvania
$835K +$24 +1 +0%
PA
295
Parallel Advisors
California
$833K -$6.69K -276 -0.8%
FCH
296
Freestone Capital Holdings
Washington
$806K +$197K +8,108 +31%
VBFG
297
Vishria Bird Financial Group
Tennessee
$797K
SPC
298
Sigma Planning Corp
Michigan
$785K +$98.4K +4,060 +14%
NJIM
299
Nabity-Jensen Investment Management
Nebraska
$784K +$160K +6,580 +25%
PCA
300
Prosperity Capital Advisors
Ohio
$781K +$103K +4,240 +15%