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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
SIM
301
Studio Investment Management
Illinois
$354K +$20.2K +1,050 +7%
FCH
302
Freestone Capital Holdings
Washington
$354K +$34.7K +1,806 +12%
AAS
303
Ameritas Advisory Services
Nebraska
$349K -$158K -8,208 -33%
TFA
304
Tobias Financial Advisors
Florida
$348K
HWM
305
HB Wealth Management
Georgia
$347K -$28K -1,455 -8%
PCIA
306
Prime Capital Investment Advisors
Kansas
$346K +$49.8K +2,589 +18%
JFG
307
JMG Financial Group
Illinois
$345K +$321K +16,686 New
RJT
308
Raymond James Trust
Florida
$339K
HR
309
Howe & Rusling
New York
$333K -$25.8K -1,344 -8%
MG
310
Mather Group
Illinois
$326K -$3K -156 -1%
Members Trust
311
Members Trust
Florida
$326K +$303K +15,753 New
SIMG
312
Sonora Investment Management Group
Arizona
$320K -$53.1K -2,760 -15%
BPA
313
Beacon Pointe Advisors
California
$317K -$284K -14,763 -49%
ACA
314
Ackerman Capital Advisors
Texas
$310K -$41K -2,133 -12%
PCA
315
Prosperity Capital Advisors
Ohio
$306K +$285K +14,829 New
MCM
316
Mengis Capital Management
Oregon
$303K -$8.65K -450 -3%
MWM
317
Modera Wealth Management
New Jersey
$299K
CAG
318
Csenge Advisory Group
Florida
$299K +$278K +14,469 New
IA
319
IFP Advisors
Florida
$298K -$125K -6,492 -31%
DAS
320
Dynamic Advisor Solutions
Arizona
$297K +$55.6K +2,889 +25%
EAM
321
Empirical Asset Management
Massachusetts
$294K -$750 -39 -0.3%
KIG
322
Kowal Investment Group
Wisconsin
$290K +$270K +14,061 New
AWM
323
Abound Wealth Management
Tennessee
$290K +$180K +9,381 +201%
BB
324
Burford Brothers
Texas
$288K +$269K +13,971 New
RIA
325
Regal Investment Advisors
Michigan
$288K +$269K +13,962 New