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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
JFG
376
JMG Financial Group
Illinois
$421K -$21.3K -880 -5%
CIAS
377
CFS Investment Advisory Services
New Jersey
$421K +$431K +17,785 New
ACP
378
Argyle Capital Partners
California
$416K +$426K +17,556 New
FCI
379
Financial Counselors Inc
Kansas
$416K +$425K +17,547 New
IAA
380
Independent Advisor Alliance
North Carolina
$413K +$423K +17,452 New
BSTWA
381
Blake Schutter Theil Wealth Advisors
Ohio
$407K -$1.7K -70 -0.4%
PP
382
Patten & Patten
Tennessee
$398K
MG
383
Mather Group
Illinois
$391K
IA
384
IFG Advisory
Georgia
$388K +$397K +16,365 New
WA
385
WESPAC Advisors
California
$385K -$117K -4,815 -23%
SWP
386
Sagespring Wealth Partners
Tennessee
$384K +$394K +16,237 New
CCWA
387
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$379K +$388K +15,991 New
Members Trust
388
Members Trust
Florida
$373K
AWM
389
Abound Wealth Management
Tennessee
$372K +$44.4K +1,832 +13%
PCIA
390
Prime Capital Investment Advisors
Kansas
$369K +$1.48K +61 +0.4%
SOS
391
Silver Oak Securities
Tennessee
$368K +$4.05K +167 +1%
MFC
392
Morris Financial Concepts
South Carolina
$368K -$727 -30 -0.2%
Empower Advisory Group
393
Empower Advisory Group
Colorado
$367K -$72.7K -2,997 -16%
Rockefeller Capital Management
394
Rockefeller Capital Management
New York
$363K +$371K +15,318 New
BW
395
BIP Wealth
Georgia
$362K +$371K +15,284 New
IFG
396
Independent Financial Group
California
$359K -$35.5K -1,466 -9%
AP
397
Adero Partners
California
$357K -$2.23K -92 -0.6%
Betterment LLC
398
Betterment LLC
New York
$353K -$9.84K -406 -3%
EAM
399
Empirical Asset Management
Massachusetts
$347K +$1.75K +72 +0.5%
SBWIC
400
Schaper Benz & Wise Investment Counsel
Wisconsin
$345K +$354K +14,585 New