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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
HIP
326
HUB Investment Partners
Texas
$608K +$169K +6,975 +37%
SYBT
327
Stock Yards Bank & Trust
Kentucky
$606K +$621K +25,596 New
BIG
328
Builder Investment Group
Georgia
$603K -$3.32K -137 -0.5%
PNC Financial Services Group
329
PNC Financial Services Group
Pennsylvania
$603K -$35.7K -1,471 -5%
SHGA
330
Sand Hill Global Advisors
California
$601K -$24 -1 -0%
CNTOF
331
Canandaigua National Trust of Florida
New York
$595K +$258K +10,620 +73%
SIM
332
Studio Investment Management
Illinois
$589K +$33.4K +1,376 +6%
MWM
333
Maridea Wealth Management
New York
$586K +$600K +24,744 New
WFA
334
Wellspring Financial Advisors
Ohio
$581K +$2.76K +114 +0.5%
DACG
335
Donor Advised Charitable Giving
California
$581K +$2.79K +115 +0.5%
LWA
336
Lantern Wealth Advisors
New York
$578K +$70.9K +2,923 +14%
Envestnet Portfolio Solutions
337
Envestnet Portfolio Solutions
Illinois
$572K +$5.29K +218 +0.9%
CPA
338
Compass Planning Associates
Massachusetts
$565K +$579K +23,863 New
KW
339
Keyvantage Wealth
Pennsylvania
$563K +$577K +23,787 New
FWI
340
Facet Wealth Inc
Maryland
$562K -$851K -35,083 -60%
LI
341
Lafayette Investments
Maryland
$558K +$99.4K +4,098 +21%
Kovitz Investment Group Partners
342
Kovitz Investment Group Partners
Illinois
$545K +$41.2K +1,701 +8%
CIA
343
Capital Investment Advisors
Georgia
$543K +$113K +4,667 +26%
CFD
344
Creative Financial Designs
Indiana
$537K +$19.3K +794 +4%
RIA
345
Regal Investment Advisors
Michigan
$535K +$9.26K +382 +2%
VCM
346
Vivaldi Capital Management
Illinois
$534K -$10.8K -445 -2%
HR
347
Howe & Rusling
New York
$527K +$18.5K +764 +4%
JLBC
348
J.L. Bainbridge & Co
Florida
$525K -$37.9K -1,563 -7%
CW
349
CreativeOne Wealth
Kansas
$509K -$8.03K -331 -2%
BCG
350
Breakwater Capital Group
New Jersey
$507K +$100K +4,123 +24%