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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
CA
326
CapWealth Advisors
Tennessee
$285K
MSR
327
Main Street Research
Connecticut
$283K +$264K +13,728 New
FTUS
328
Flow Traders U.S.
New York
$283K +$263K +13,698 New
S
329
SimplyRich
California
$280K +$261K +13,560 New
CIC
330
Carnegie Investment Counsel
Ohio
$277K +$259K +13,446 New
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$276K -$7.96K -414 -3%
MSA
332
Marino Stram & Associates
Massachusetts
$275K +$635 +33 +0.2%
TYCC
333
Texas Yale Capital Corp
Florida
$273K
CA
334
Clearstead Advisors
Ohio
$270K +$214K +11,145 +579%
LGWM
335
Litman Gregory Wealth Management
California
$268K +$5.77K +300 +2%
OC
336
Oarsman Capital
Wisconsin
$262K +$244K +12,675 New
HKIMG
337
Hutchens & Kramer Investment Management Group
Indiana
$259K +$241K +12,528 New
CAM
338
Clark Asset Management
New Hampshire
$255K +$238K +12,366 New
CWM
339
Connecticut Wealth Management
Connecticut
$254K +$865 +45 +0.4%
Thrivent Financial for Lutherans
340
Thrivent Financial for Lutherans
Minnesota
$253K
IA
341
IFG Advisory
Georgia
$253K +$235K +12,243 New
IFA
342
Index Fund Advisors
California
$252K +$173 +9 +0.1%
AC
343
Anson Capital
Georgia
$248K -$4.27K -222 -2%
SWM
344
Sugarloaf Wealth Management
Georgia
$248K +$1.21K +63 +0.5%
WCFA
345
Walkner Condon Financial Advisors
Wisconsin
$248K +$231K +11,994 New
FWCM
346
Ferguson Wellman Capital Management
Oregon
$247K +$230K +11,982 New
AC
347
AlphaCore Capital
California
$247K -$286K -14,850 -55%
FWI
348
Facet Wealth Inc
Maryland
$246K -$10.8K -561 -5%
Koshinski Asset Management
349
Koshinski Asset Management
Illinois
$245K -$184K -9,543 -45%
Fisher Asset Management
350
Fisher Asset Management
Washington
$244K -$139K -7,224 -38%