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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
HIA
401
Harbor Investment Advisory
Maryland
$69.4K
AP
402
Aspect Partners
Virginia
$62.1K +$57.8K +3,006 New
TFG
403
Team Financial Group
California
$60.1K +$58 +3 +0.1%
BFEC
404
Benjamin F. Edwards & Company
Missouri
$60K
SA
405
Scarborough Advisors
Maryland
$58.7K +$54.7K +2,844 New
BlackRock
406
BlackRock
New York
$56.1K +$52.2K +2,715 +90,500%
MFA
407
McClarren Financial Advisors
Pennsylvania
$54K +$288 +15 +0.6%
CIA
408
Cape Investment Advisory
Georgia
$51.9K +$33.3K +1,731 +221%
Comerica Bank
409
Comerica Bank
Texas
$49.6K
JFA
410
JNBA Financial Advisors
Minnesota
$49.2K -$1.1K -57 -2%
ACA
411
Aptus Capital Advisors
Alabama
$49K +$6K +312 +15%
TFGT
412
TS Financial Group (TSFG)
Illinois
$47K -$61.7K -3,210 -59%
ME
413
McIlrath & Eck
Washington
$44.4K
WP
414
WealthShield Partners
North Carolina
$44.2K +$41.1K +2,139 New
ITIM
415
Indiana Trust & Investment Management
Indiana
$37.8K
T
416
Tidemark
California
$36.5K +$34K +1,767 New
ACA
417
American Capital Advisory
Idaho
$36.2K +$33.7K +1,752 New
GWSA
418
Global Wealth Strategies & Associates
Colorado
$35.6K -$9.58K -498 -22%
JFGIW
419
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.2K +$22.4K +1,164 +262%
BWL
420
Bogart Wealth LLC
Virginia
$33.1K -$21.9K -1,140 -42%
IRC
421
Investors Research Corp
Georgia
$31.3K -$2.37K -123 -8%
CAL
422
Capital Analysts LLC
Pennsylvania
$31K +$58 +3 +0.2%
AWM
423
Avior Wealth Management
Nebraska
$31K +$5.77K +300 +25%
AWM
424
Able Wealth Management
New Jersey
$27.6K +$25.7K +1,338 New
WT
425
Washington Trust
Rhode Island
$26.1K