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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
ATC
426
Adirondack Trust Company
New York
$24.8K
BCPWM
427
Bradley & Co Private Wealth Management
Florida
$24.7K +$23K +1,197 New
CG
428
Cutler Group
California
$24K +$5.77K +300 +33%
BAM
429
Bellevue Asset Management
Washington
$23.7K
National Bank of Canada
430
National Bank of Canada
Quebec, Canada
$22.9K
FFO
431
Fortitude Family Office
Arizona
$21.4K +$19.9K +1,035 New
MSWM
432
McGlone Suttner Wealth Management
Wisconsin
$18.8K +$17.5K +909 New
GWMIA
433
Global Wealth Management Investment Advisory
Florida
$18.7K
IWP
434
IAG Wealth Partners
Wisconsin
$18.3K
LFA
435
LGT Financial Advisors
Texas
$17.6K +$58 +3 +0.4%
MRCM
436
M&R Capital Management
New Jersey
$17.5K +$58 +3 +0.4%
GWANC
437
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.7K +$6K +312 +69%
KFI
438
Key Financial Inc
Pennsylvania
$15.5K
AEPWM
439
Atlantic Edge Private Wealth Management
Florida
$14.4K +$13.4K +696 New
TF
440
Tompkins Financial
New York
$14.4K +$13.4K +696 New
TWD
441
True Wealth Design
Ohio
$14.3K
HFS
442
Hantz Financial Services
Michigan
$14K
CAL
443
Capital Advisors Ltd
Ohio
$13K
PK
444
Pflug Koory
Nebraska
$12.4K
SIS
445
Sound Income Strategies
Florida
$12.1K
LWA
446
Lowe Wealth Advisors
Maryland
$12.1K
SL
447
Salomon & Ludwin
Virginia
$10.3K
NMG
448
New Millennium Group
Utah
$9.79K +$9.12K +474 New
AIC
449
Archer Investment Corporation
Indiana
$9.6K
WWMSC
450
Wagner Wealth Management (South Carolina)
South Carolina
$8.3K +$923 +48 +14%