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Schwab Fundamental US Large Company Index ETF

623 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 110 funds opening new positions, 256 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+58
Holders Change %
+10.27%
% of All Funds
8.3%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.84%
New
110
Increased
256
Reduced
153
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
301
Chilton Capital Management
Texas
$763K -$17.8K -751 -2%
ACA
302
Aptus Capital Advisors
Alabama
$756K +$663K +27,978 +707%
IAN
303
Integrated Advisors Network
Texas
$756K -$74K -3,126 -9%
LNWWM
304
Laird Norton Wetherby Wealth Management
California
$754K
HWM
305
HRC Wealth Management
Idaho
$734K +$66.9K +2,824 +10%
CW
306
Channel Wealth
California
$733K +$71 +3 +0%
SPIA
307
Steward Partners Investment Advisory
New York
$726K +$9.88K +417 +1%
RWP
308
Revolve Wealth Partners
New Jersey
$719K +$719K +30,360 New
DWM
309
Dechtman Wealth Management
Colorado
$710K +$3.34K +141 +0.5%
Millennium Management
310
Millennium Management
New York
$684K +$479K +20,216 +233%
AWA
311
Archvest Wealth Advisors
California
$677K +$2.63K +111 +0.4%
KCIC
312
Kuhn & Co Investment Counsel
Illinois
$667K +$12.7K +535 +2%
SCM
313
SOL Capital Management
Maryland
$654K
CAI
314
Capital Advisors Inc
Oklahoma
$644K -$47.2K -1,992 -7%
RRA
315
Round Rock Advisors
Connecticut
$635K +$635K +26,827 New
William Blair & Company
316
William Blair & Company
Illinois
$632K +$95.1K +4,014 +18%
AFP
317
Ausdal Financial Partners
Iowa
$630K +$28.5K +1,205 +5%
EAM
318
Evanson Asset Management
California
$626K -$71 -3 -0%
LKBC
319
L.K. Benson & Company
Maryland
$624K +$624K +26,370 New
US Bancorp
320
US Bancorp
Minnesota
$623K +$132K +5,569 +27%
JWCA
321
J.W. Cole Advisors
Florida
$621K +$99.3K +4,192 +19%
CAG
322
Curtis Advisory Group
California
$620K +$41.9K +1,770 +7%
JIC
323
Johnson Investment Counsel
Ohio
$613K +$23K +973 +4%
SIMG
324
Sonora Investment Management Group
Arizona
$610K +$109K +4,589 +22%
HIP
325
HUB Investment Partners
Texas
$608K +$165K +6,975 +37%