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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 %
HKIMG
401
Hutchens & Kramer Investment Management Group
Indiana
$331K
AO
402
Advisor OS
Illinois
$330K +$12.8K +539 +4%
TIAA Trust, National Association
403
TIAA Trust, National Association
North Carolina
$329K +$329K +13,890 New
PCMC
404
Paragon Capital Management (Colorado)
Colorado
$325K
MWM
405
Modera Wealth Management
New Jersey
$320K
WWM
406
Western Wealth Management
Colorado
$319K -$242K -10,221 -43%
CICC
407
Capital Investment Counsel (Colorado)
Colorado
$318K +$9.95K +420 +3%
MSA
408
Marino Stram & Associates
Massachusetts
$318K +$758 +32 +0.2%
SWM
409
SeaCrest Wealth Management
New York
$316K +$14.9K +630 +5%
GF
410
Goodman Financial
Texas
$315K +$781 +33 +0.2%
AA
411
Aufman Associates
Pennsylvania
$313K +$1.23K +52 +0.4%
TYCC
412
Texas Yale Capital Corp
Florida
$313K
RWIA
413
Roger Wittlin Investment Advisory
California
$313K
WT
414
Whittier Trust
California
$312K +$312K +13,158 New
FLPIM
415
F.L. Putnam Investment Management
Massachusetts
$309K
DFG
416
Delta Financial Group
New Jersey
$309K +$309K +13,039 New
Fisher Asset Management
417
Fisher Asset Management
Washington
$309K +$309K +13,031 New
ACM
418
Advisors Capital Management
New Jersey
$308K
RFC
419
Regions Financial Corp
Alabama
$299K
PWM
420
Prosperity Wealth Management
California
$296K -$100K -4,230 -25%
GJIA
421
Glass Jacobson Investment Advisors
Maryland
$295K +$84.5K +3,568 +40%
Qube Research & Technologies (QRT)
422
Qube Research & Technologies (QRT)
United Kingdom
$293K +$55.3K +2,334 +23%
CCG
423
Coastwise Capital Group
California
$293K +$62.7K +2,646 +27%
Thrivent Financial for Lutherans
424
Thrivent Financial for Lutherans
Minnesota
$291K -$22.4K -949 -7%
OC
425
Optima Capital
Oregon
$291K +$291K +12,285 New