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Schwab Fundamental US Large Company Index ETF

501 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 230 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 36

69% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 136

12% more capital invested

Capital invested by funds: $10.9B → $12.3B (+$1.34B)

6% more funds holding in top 10

Funds holding in top 10: 5053 (+3)

5% more funds holding

Funds holding: 479501 (+22)

4.2% less ownership

Funds ownership: 246.39%242.2% (-4.2%)

Holders
501
Holders Change
+22
Holders Change %
+4.59%
% of All Funds
7.22%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.76%
New
63
Increased
230
Reduced
136
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AO
351
Advisor OS
Illinois
$274K +$259K +12,192 New
IFA
352
Index Fund Advisors
California
$274K +$128 +6 +0%
CL
353
Choreo LLC
Illinois
$272K +$257K +12,111 New
SWM
354
Sugarloaf Wealth Management
Georgia
$271K +$1.08K +51 +0.4%
AC
355
Anson Capital
Georgia
$270K
IFG
356
Independent Financial Group
California
$269K +$40.2K +1,893 +19%
Empower Advisory Group
357
Empower Advisory Group
Colorado
$269K -$215K -10,095 -46%
MIC
358
Meridian Investment Counsel
California
$268K +$253K +11,922 New
KPWS
359
Kestra Private Wealth Services
Texas
$267K +$252K +11,868 New
DFA
360
DHJJ Financial Advisors
Illinois
$256K -$2.74K -129 -1%
WCFA
361
Walkner Condon Financial Advisors
Wisconsin
$255K -$13.2K -621 -5%
SSW
362
Stone Summit Wealth
Florida
$253K +$239K +11,265 New
MA
363
MCF Advisors
Kentucky
$251K
SOS
364
Silver Oak Securities
Tennessee
$251K +$7.97K +375 +3%
WCA
365
Westover Capital Advisors
Delaware
$250K +$28.6K +1,344 +14%
WWM
366
Western Wealth Management
Colorado
$240K -$149K -7,020 -40%
WFAG
367
Worth Financial Advisory Group
North Carolina
$239K +$226K +10,650 New
BAWC
368
Boyce & Associates Wealth Consulting
Texas
$238K +$226K +10,611 New
SHFA
369
SC&H Financial Advisors
Maryland
$238K +$957 +45 +0.4%
SWM
370
SeaCrest Wealth Management
New York
$238K +$510 +24 +0.2%
WJWM
371
Williams Jones Wealth Management
New York
$235K -$18.2K -855 -8%
CWM
372
Castle Wealth Management
Florida
$234K
SAM
373
SignalPoint Asset Management
Missouri
$233K
CPP
374
Capasso Planning Partners
South Carolina
$232K +$219K +10,311 New
JWCA
375
J.W. Cole Advisors
Florida
$230K +$219K +10,284 New