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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 %
CWC
351
Carolinas Wealth Consulting
North Carolina
$505K
Janney Montgomery Scott
352
Janney Montgomery Scott
Pennsylvania
$505K +$505K +21,312 New
QCM
353
QRG Capital Management
Illinois
$499K -$8.36K -353 -2%
FF
354
Francis Financial
$492K -$89.1K -3,762 -15%
TC
355
TownSquare Capital
Utah
$490K +$65K +2,745 +15%
CA
356
Continuum Advisory
Idaho
$472K -$768K -32,441 -62%
Financial Engines Advisors
357
Financial Engines Advisors
California
$472K +$159K +6,712 +51%
DC
358
Dahring Cusmano
Michigan
$466K +$466K +19,659 New
IA
359
Integrity Alliance
Iowa
$464K +$464K +19,614 New
CA
360
CGN Advisors
Kansas
$463K +$4.12K +174 +0.9%
WG
361
Welch Group
Alabama
$462K
BCM
362
Brookstone Capital Management
Illinois
$460K -$3.93K -166 -0.8%
AAS
363
Avantax Advisory Services
Texas
$459K +$165K +6,984 +56%
NCM
364
Noesis Capital Mangement
Florida
$452K
MCM
365
Mengis Capital Management
Oregon
$450K
CL
366
Choreo LLC
Illinois
$439K -$9.7K -410 -2%
WWA
367
WCG Wealth Advisors
Nevada
$436K +$436K +18,410 New
DWM
368
Darwin Wealth Management
Florida
$433K -$44.8K -1,893 -9%
LGWM
369
Litman Gregory Wealth Management
California
$430K +$119K +5,025 +38%
RA
370
RFG Advisory
Alabama
$429K +$429K +18,096 New
PAYA
371
Phil A. Younker & Associates
Alaska
$426K +$426K +18,000 New
TFA
372
Tobias Financial Advisors
Florida
$424K
EWM
373
Executive Wealth Management
Michigan
$423K +$5.28K +223 +1%
EFG
374
Embree Financial Group
Illinois
$421K -$9.16K -387 -2%
JFG
375
JMG Financial Group
Illinois
$421K -$20.8K -880 -5%