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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 %
SYBT
326
Stock Yards Bank & Trust
Kentucky
$606K +$606K +25,596 New
BIG
327
Builder Investment Group
Georgia
$603K -$3.24K -137 -0.5%
PNC Financial Services Group
328
PNC Financial Services Group
Pennsylvania
$603K -$34.8K -1,471 -5%
SHGA
329
Sand Hill Global Advisors
California
$601K -$24 -1 -0%
CNTOF
330
Canandaigua National Trust of Florida
New York
$595K +$251K +10,620 +73%
SIM
331
Studio Investment Management
Illinois
$589K +$32.6K +1,376 +6%
MWM
332
Maridea Wealth Management
New York
$586K +$586K +24,744 New
WFA
333
Wellspring Financial Advisors
Ohio
$581K +$2.7K +114 +0.5%
DACG
334
Donor Advised Charitable Giving
California
$581K +$2.72K +115 +0.5%
LWA
335
Lantern Wealth Advisors
New York
$578K +$69.2K +2,923 +14%
Envestnet Portfolio Solutions
336
Envestnet Portfolio Solutions
Illinois
$572K +$5.16K +218 +0.9%
CPA
337
Compass Planning Associates
Massachusetts
$565K +$565K +23,863 New
KW
338
Keyvantage Wealth
Pennsylvania
$563K +$563K +23,787 New
FWI
339
Facet Wealth Inc
Maryland
$562K -$858K -35,083 -60%
LI
340
Lafayette Investments
Maryland
$558K +$97K +4,098 +21%
Kovitz Investment Group Partners
341
Kovitz Investment Group Partners
Illinois
$545K +$40.3K +1,701 +8%
CIA
342
Capital Investment Advisors
Georgia
$543K +$111K +4,667 +26%
CFD
343
Creative Financial Designs
Indiana
$537K +$18.8K +794 +4%
RIA
344
Regal Investment Advisors
Michigan
$535K +$9.05K +382 +2%
VCM
345
Vivaldi Capital Management
Illinois
$534K -$11K -445 -2%
HR
346
Howe & Rusling
New York
$527K +$18.1K +764 +4%
JLBC
347
J.L. Bainbridge & Co
Florida
$525K -$37K -1,563 -7%
CW
348
CreativeOne Wealth
Kansas
$509K -$7.84K -331 -2%
BCG
349
Breakwater Capital Group
New Jersey
$507K +$97.6K +4,123 +24%
WP
350
WealthPLAN Partners
Nebraska
$506K -$17.2K -726 -3%