We are live on ! Find out more
FNDX icon

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
BB
401
Burford Brothers
Texas
$337K +$1.6K +66 +0.5%
CFG
402
Certior Financial Group
Pennsylvania
$331K +$339K +13,980 New
HKIMG
403
Hutchens & Kramer Investment Management Group
Indiana
$331K
AO
404
Advisor OS
Illinois
$330K +$13.1K +539 +4%
TIAA Trust, National Association
405
TIAA Trust, National Association
North Carolina
$329K +$337K +13,890 New
PCMC
406
Paragon Capital Management (Colorado)
Colorado
$325K
MWM
407
Modera Wealth Management
New Jersey
$320K
WWM
408
Western Wealth Management
Colorado
$319K -$248K -10,221 -43%
CICC
409
Capital Investment Counsel (Colorado)
Colorado
$318K +$10.2K +420 +3%
MSA
410
Marino Stram & Associates
Massachusetts
$318K +$776 +32 +0.2%
SWM
411
SeaCrest Wealth Management
New York
$316K +$15.3K +630 +5%
GF
412
Goodman Financial
Texas
$315K +$800 +33 +0.2%
AA
413
Aufman Associates
Pennsylvania
$313K +$1.26K +52 +0.4%
RWIA
414
Roger Wittlin Investment Advisory
California
$313K
TYCC
415
Texas Yale Capital Corp
Florida
$313K
WT
416
Whittier Trust
California
$312K +$319K +13,158 New
FLPIM
417
F.L. Putnam Investment Management
Massachusetts
$309K
DFG
418
Delta Financial Group
New Jersey
$309K +$316K +13,039 New
Fisher Asset Management
419
Fisher Asset Management
Washington
$309K +$316K +13,031 New
ACM
420
Advisors Capital Management
New Jersey
$308K
RFC
421
Regions Financial Corp
Alabama
$299K
PWM
422
Prosperity Wealth Management
California
$296K -$103K -4,230 -25%
GJIA
423
Glass Jacobson Investment Advisors
Maryland
$295K +$86.5K +3,568 +40%
Qube Research & Technologies (QRT)
424
Qube Research & Technologies (QRT)
United Kingdom
$293K +$56.6K +2,334 +23%
CCG
425
Coastwise Capital Group
California
$293K +$64.2K +2,646 +27%