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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
CIC
301
Carnegie Investment Counsel
Ohio
$781K +$76.6K +3,160 +11%
CCM
302
Chilton Capital Management
Texas
$763K -$18.2K -751 -2%
ACA
303
Aptus Capital Advisors
Alabama
$756K +$678K +27,978 +707%
IAN
304
Integrated Advisors Network
Texas
$756K -$75.8K -3,126 -9%
LNWWM
305
Laird Norton Wetherby Wealth Management
California
$754K
HWM
306
HRC Wealth Management
Idaho
$734K +$68.5K +2,824 +10%
CW
307
Channel Wealth
California
$733K +$73 +3 +0%
SPIA
308
Steward Partners Investment Advisory
New York
$726K +$10.1K +417 +1%
RWP
309
Revolve Wealth Partners
New Jersey
$719K +$736K +30,360 New
DWM
310
Dechtman Wealth Management
Colorado
$710K +$3.42K +141 +0.5%
Millennium Management
311
Millennium Management
New York
$684K +$490K +20,216 +233%
AWA
312
Archvest Wealth Advisors
California
$677K +$2.69K +111 +0.4%
KCIC
313
Kuhn & Co Investment Counsel
Illinois
$667K +$13K +535 +2%
SCM
314
SOL Capital Management
Maryland
$654K
CAI
315
Capital Advisors Inc
Oklahoma
$644K -$48.3K -1,992 -7%
RRA
316
Round Rock Advisors
Connecticut
$635K +$650K +26,827 New
William Blair & Company
317
William Blair & Company
Illinois
$632K +$97.3K +4,014 +18%
AFP
318
Ausdal Financial Partners
Iowa
$630K +$29.2K +1,205 +5%
EAM
319
Evanson Asset Management
California
$626K -$73 -3 -0%
LKBC
320
L.K. Benson & Company
Maryland
$624K +$639K +26,370 New
US Bancorp
321
US Bancorp
Minnesota
$623K +$135K +5,569 +27%
JWCA
322
J.W. Cole Advisors
Florida
$621K +$102K +4,192 +19%
CAG
323
Curtis Advisory Group
California
$620K +$42.9K +1,770 +7%
JIC
324
Johnson Investment Counsel
Ohio
$613K +$23.6K +973 +4%
SIMG
325
Sonora Investment Management Group
Arizona
$610K +$111K +4,589 +22%