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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
FPF
401
First Pacific Financial
Washington
$125K +$10.5K +495 +10%
SSB
402
Sandy Spring Bank
Maryland
$122K -$41.7K -1,962 -27%
KWA
403
Kingswood Wealth Advisors
California
$121K +$72.5K +3,408 +7%
BIM
404
Breakwater Investment Management
Washington
$121K +$115K +5,388 New
GGI
405
Godsey & Gibb Inc
Virginia
$121K -$3.32K -156 -3%
LC
406
Lindbrook Capital
California
$120K -$2.93K -138 -3%
GJIA
407
Glass Jacobson Investment Advisors
Maryland
$118K +$15.7K +738 +16%
BFEC
408
Benjamin F. Edwards & Company
Missouri
$113K +$45.3K +2,133 +73%
Citigroup
409
Citigroup
New York
$110K +$18.3K +861 +21%
HNB
410
Huntington National Bank
Ohio
$106K
UB
411
UMB Bank
Missouri
$98.8K +$93.5K +4,398 New
BL
412
Balentine LLC
Georgia
$98.2K +$92.9K +4,371 New
CA
413
Crewe Advisors
Utah
$95.7K
CA
414
Clearstead Advisors
Ohio
$89.6K -$192K -9,030 -69%
CFS
415
CGC Financial Services
Oregon
$88.8K -$4.71M -221,583 -98%
AT
416
Arlington Trust
Alabama
$87.3K
SIC
417
SJS Investment Consulting
Ohio
$81.7K +$1.4K +66 +2%
FFA
418
Farther Finance Advisors
California
$79.7K
LTI
419
Laffer Tengler Investments
Tennessee
$79.7K +$75.4K +3,546 New
KWAG
420
Kiely Wealth Advisory Group
North Carolina
$79.4K
ADL
421
Asset Dedication LLC
California
$77K -$38K -1,788 -34%
HIA
422
Harbor Investment Advisory
Maryland
$75.5K
PP
423
Pacifica Partners
Canada
$70.7K +$68K +3,201 New
GI
424
Gradient Investments
Minnesota
$70.1K +$66.4K +3,123 New
AP
425
Aspect Partners
Virginia
$67.5K