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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
AA
351
Aufman Associates
Pennsylvania
$239K +$1.21K +63 +0.5%
DFA
352
DHJJ Financial Advisors
Illinois
$238K -$14.3K -744 -6%
WJWM
353
Williams Jones Wealth Management
New York
$234K -$12.4K -645 -5%
NRI
354
NFP Retirement Inc
California
$231K +$215K +11,181 New
MA
355
MCF Advisors
Kentucky
$231K
AssetMark Inc
356
AssetMark Inc
California
$225K +$207K +10,779 +7,645%
TC
357
TownSquare Capital
Utah
$223K +$208K +10,812 New
SOS
358
Silver Oak Securities
Tennessee
$223K -$670K -34,815 -76%
SHFA
359
SC&H Financial Advisors
Maryland
$218K +$203K +10,554 New
SWM
360
SeaCrest Wealth Management
New York
$217K +$203K +10,566 New
DWM
361
Destination Wealth Management
California
$216K +$201K +10,461 New
CWM
362
Castle Wealth Management
Florida
$215K +$200K +10,425 New
CAI
363
Capital Advisors Inc
Oklahoma
$215K -$11.4K -591 -5%
SAM
364
SignalPoint Asset Management
Missouri
$213K -$7.44K -387 -4%
NCM
365
Next Capital Management
New York
$213K +$198K +10,299 New
EWA
366
Elevate Wealth Advisory
Georgia
$210K +$195K +10,161 New
SC
367
Sinecera Capital
Texas
$210K +$195K +10,152 New
CPRC
368
Consolidated Portfolio Review Corp
New York
$209K -$823K -42,810 -81%
IFG
369
Independent Financial Group
California
$208K +$194K +10,074 New
ACA
370
Aspire Capital Advisors
Washington
$206K +$192K +9,987 New
BJL
371
Brighton Jones LLC
Washington
$203K +$189K +9,828 New
US Bancorp
372
US Bancorp
Minnesota
$202K -$175K -9,102 -48%
WCA
373
Westover Capital Advisors
Delaware
$202K +$188K +9,777 New
ST
374
Smithfield Trust
Pennsylvania
$197K +$183K +9,540 New
FWP
375
FAS Wealth Partners
Kansas
$197K +$15.6K +813 +9%