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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
HWP
426
Highline Wealth Partners
California
$66.8K +$63.2K +2,973 New
BlackRock
427
BlackRock
New York
$61.7K +$638 +30 +1%
MFA
428
McClarren Financial Advisors
Pennsylvania
$60K +$255 +12 +0.5%
FWM
429
FSA Wealth Management
Massachusetts
$57.6K +$54.5K +2,562 New
Comerica Bank
430
Comerica Bank
Texas
$53.9K
JFA
431
JNBA Financial Advisors
Minnesota
$53.5K
ME
432
McIlrath & Eck
Washington
$48.3K
TFGT
433
TS Financial Group (TSFG)
Illinois
$48K -$2.87K -135 -6%
SIS
434
Sound Income Strategies
Florida
$43.9K +$29K +1,365 +232%
Jones Financial Companies
435
Jones Financial Companies
Missouri
$41.9K +$39.7K +1,866 New
CSWM
436
Cassady Schiller Wealth Management
Ohio
$40.9K +$38.7K +1,821 New
T
437
Tidemark
California
$39.9K +$128 +6 +0.3%
GWSA
438
Global Wealth Strategies & Associates
Colorado
$38.7K
AIC
439
Archer Investment Corporation
Indiana
$36.1K +$24.3K +1,143 +246%
ACA
440
Aptus Capital Advisors
Alabama
$34.6K -$17.7K -831 -35%
CAL
441
Capital Analysts LLC
Pennsylvania
$33K +$64 +3 +0.2%
ACA
442
American Capital Advisory
Idaho
$31.6K -$574 -27 -2%
DI
443
DAGCO Inc
Ohio
$30.1K +$28.5K +1,341 New
PAM
444
Palisade Asset Management
Minnesota
$30.1K +$28.4K +1,338 New
JFGIW
445
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.8K -$6K -282 -18%
WP
446
WealthShield Partners
North Carolina
$29.7K -$17.3K -816 -38%
WT
447
Washington Trust
Rhode Island
$28.4K
FCAS
448
First Command Advisory Services
Texas
$27.6K +$26.1K +1,227 New
IWP
449
IAG Wealth Partners
Wisconsin
$26.6K +$6.31K +297 +34%
GWM
450
Geneos Wealth Management
Colorado
$26.3K +$18.3K +861 +276%