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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
WP
351
WealthPLAN Partners
Nebraska
$506K -$17.6K -726 -3%
CWC
352
Carolinas Wealth Consulting
North Carolina
$505K
Janney Montgomery Scott
353
Janney Montgomery Scott
Pennsylvania
$505K +$517K +21,312 New
QCM
354
QRG Capital Management
Illinois
$499K -$8.56K -353 -2%
FF
355
Francis Financial
$492K -$91.2K -3,762 -15%
TC
356
TownSquare Capital
Utah
$490K +$66.6K +2,745 +15%
CA
357
Continuum Advisory
Idaho
$472K -$787K -32,441 -62%
Financial Engines Advisors
358
Financial Engines Advisors
California
$472K +$163K +6,712 +51%
DC
359
Dahring Cusmano
Michigan
$466K +$477K +19,659 New
IA
360
Integrity Alliance
Iowa
$464K +$476K +19,614 New
CA
361
CGN Advisors
Kansas
$463K +$4.22K +174 +0.9%
WG
362
Welch Group
Alabama
$462K
BCM
363
Brookstone Capital Management
Illinois
$460K -$4.03K -166 -0.8%
AAS
364
Avantax Advisory Services
Texas
$459K +$169K +6,984 +56%
NCM
365
Noesis Capital Mangement
Florida
$452K
MCM
366
Mengis Capital Management
Oregon
$450K
CL
367
Choreo LLC
Illinois
$439K -$9.94K -410 -2%
WWA
368
WCG Wealth Advisors
Nevada
$436K +$446K +18,410 New
DWM
369
Darwin Wealth Management
Florida
$433K -$45.9K -1,893 -9%
LGWM
370
Litman Gregory Wealth Management
California
$430K +$122K +5,025 +38%
RA
371
RFG Advisory
Alabama
$429K +$439K +18,096 New
PAYA
372
Phil A. Younker & Associates
Alaska
$426K +$436K +18,000 New
TFA
373
Tobias Financial Advisors
Florida
$424K
EWM
374
Executive Wealth Management
Michigan
$423K +$5.41K +223 +1%
EFG
375
Embree Financial Group
Illinois
$421K -$9.38K -387 -2%