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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
PCWA
376
Pacific Capital Wealth Advisors
California
$166K +$155K +8,052 New
PMFA
377
Plante Moran Financial Advisors
Michigan
$159K +$35.3K +1,833 +31%
RIL
378
Rothschild Investment LLC
Illinois
$157K +$146K +7,584 New
SSB
379
Sandy Spring Bank
Maryland
$153K
NCM
380
Northwest Capital Management
Oregon
$149K
Qube Research & Technologies (QRT)
381
Qube Research & Technologies (QRT)
United Kingdom
$149K +$14.1K +735 +11%
AF
382
Allworth Financial
California
$132K +$8.08K +420 +7%
BTI
383
Blue Trust Inc
Georgia
$124K +$127K +6,624 New
CJ
384
Caitlin John
Michigan
$123K +$115K +5,961 New
FRA
385
Front Row Advisors
California
$119K
RG
386
Retirement Group
California
$118K
GGI
387
Godsey & Gibb Inc
Virginia
$114K -$34.3K -1,785 -24%
LC
388
Lindbrook Capital
California
$113K -$93.2K -4,845 -47%
ADL
389
Asset Dedication LLC
California
$108K -$8.54K -444 -8%
FPF
390
First Pacific Financial
Washington
$105K +$519 +27 +0.5%
OSAM
391
O'Shaughnessy Asset Management
Connecticut
$93.4K -$40.4K -2,100 -32%
GJIA
392
Glass Jacobson Investment Advisors
Maryland
$93.4K +$9.69K +504 +13%
HNB
393
Huntington National Bank
Ohio
$88.1K
CA
394
Crewe Advisors
Utah
$88K +$81.9K +4,260 New
Citigroup
395
Citigroup
New York
$82.9K +$58 +3 +0.1%
FHA
396
First Horizon Advisors
Tennessee
$81.3K +$75.7K +3,936 New
AT
397
Arlington Trust
Alabama
$80.2K +$74.7K +3,885 New
KWAG
398
Kiely Wealth Advisory Group
North Carolina
$76.3K +$70K +3,642 New
SIC
399
SJS Investment Consulting
Ohio
$73.7K
FFA
400
Farther Finance Advisors
California
$73.5K -$24.3K -1,263 -26%