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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 %
CIAS
376
CFS Investment Advisory Services
New Jersey
$421K +$421K +17,785 New
ACP
377
Argyle Capital Partners
California
$416K +$416K +17,556 New
FCI
378
Financial Counselors Inc
Kansas
$416K +$416K +17,547 New
IAA
379
Independent Advisor Alliance
North Carolina
$413K +$413K +17,452 New
BSTWA
380
Blake Schutter Theil Wealth Advisors
Ohio
$407K -$1.66K -70 -0.4%
PP
381
Patten & Patten
Tennessee
$398K
MG
382
Mather Group
Illinois
$391K
IA
383
IFG Advisory
Georgia
$388K +$388K +16,365 New
WA
384
WESPAC Advisors
California
$385K -$114K -4,815 -23%
SWP
385
Sagespring Wealth Partners
Tennessee
$384K +$384K +16,237 New
CCWA
386
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$379K +$379K +15,991 New
Members Trust
387
Members Trust
Florida
$373K
AWM
388
Abound Wealth Management
Tennessee
$372K +$43.4K +1,832 +13%
PCIA
389
Prime Capital Investment Advisors
Kansas
$369K +$1.45K +61 +0.4%
SOS
390
Silver Oak Securities
Tennessee
$368K +$3.95K +167 +1%
MFC
391
Morris Financial Concepts
South Carolina
$368K -$710 -30 -0.2%
Empower Advisory Group
392
Empower Advisory Group
Colorado
$367K -$71K -2,997 -16%
Rockefeller Capital Management
393
Rockefeller Capital Management
New York
$363K +$363K +15,318 New
BW
394
BIP Wealth
Georgia
$362K +$362K +15,284 New
AP
395
Adero Partners
California
$357K -$2.18K -92 -0.6%
Betterment LLC
396
Betterment LLC
New York
$353K -$9.62K -406 -3%
EAM
397
Empirical Asset Management
Massachusetts
$347K +$1.71K +72 +0.5%
SBWIC
398
Schaper Benz & Wise Investment Counsel
Wisconsin
$345K +$345K +14,585 New
BB
399
Burford Brothers
Texas
$337K +$1.56K +66 +0.5%
CFG
400
Certior Financial Group
Pennsylvania
$331K +$331K +13,980 New