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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
DFG
376
Delta Financial Group
New Jersey
$230K +$218K +10,257 New
SC
377
SouthState Corp
Florida
$229K +$217K +10,191 New
SC
378
Sinecera Capital
Texas
$228K
ACI
379
Alpha Cubed Investments
California
$228K +$216K +10,137 New
ACA
380
Aspire Capital Advisors
Washington
$225K +$829 +39 +0.4%
EWA
381
Elevate Wealth Advisory
Georgia
$221K -$6.82K -321 -3%
CCG
382
Coastwise Capital Group
California
$217K +$205K +9,666 New
ST
383
Smithfield Trust
Pennsylvania
$215K
FWP
384
FAS Wealth Partners
Kansas
$213K -$765 -36 -0.4%
SWA
385
Strategies Wealth Advisors
Michigan
$213K +$202K +9,483 New
Fisher Asset Management
386
Fisher Asset Management
Washington
$210K -$52.8K -2,484 -21%
BAM
387
BOS Asset Management
Illinois
$210K -$481K -22,629 -71%
US Bancorp
388
US Bancorp
Minnesota
$209K -$10.5K -492 -5%
AWM
389
Avior Wealth Management
Nebraska
$204K +$161K +7,563 +504%
PSA
390
Plum Street Advisors
Louisiana
$201K +$179K +8,406 New
OSAM
391
O'Shaughnessy Asset Management
Connecticut
$195K +$88.2K +4,149 +92%
Qube Research & Technologies (QRT)
392
Qube Research & Technologies (QRT)
United Kingdom
$192K +$29K +1,365 +19%
PCWA
393
Pacific Capital Wealth Advisors
California
$181K
PMFA
394
Plante Moran Financial Advisors
Michigan
$180K +$7.01K +330 +4%
RIL
395
Rothschild Investment LLC
Illinois
$170K
NCM
396
Northwest Capital Management
Oregon
$162K
AF
397
Allworth Financial
California
$162K +$17.4K +819 +13%
CJ
398
Caitlin John
Michigan
$134K
RG
399
Retirement Group
California
$128K
FRA
400
Front Row Advisors
California
$127K -$2.04K -96 -2%