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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 %
SWM
426
Sugarloaf Wealth Management
Georgia
$289K +$1.37K +58 +0.5%
IFA
427
Index Fund Advisors
California
$289K +$118 +5 +0%
AC
428
Anson Capital
Georgia
$285K +$24 +1 +0%
SHFA
429
SC&H Financial Advisors
Maryland
$283K +$30.2K +1,276 +12%
JFGIW
430
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K +$250K +10,154 +822%
LSWP
431
Liberty Square Wealth Partners
Pennsylvania
$280K +$280K +11,295 New
ACA
432
Ackerman Capital Advisors
Texas
$280K -$71.3K -3,010 -20%
WCFA
433
Walkner Condon Financial Advisors
Wisconsin
$274K +$14.8K +627 +6%
BWA
434
Bordeaux Wealth Advisors
California
$273K +$1.28K +54 +0.5%
WCA
435
Westover Capital Advisors
Delaware
$272K -$263K -11,110 -49%
MIC
436
Meridian Investment Counsel
California
$271K -$11.8K -498 -4%
Brown Advisory
437
Brown Advisory
Maryland
$267K +$267K +11,283 New
ECM
438
Evergreen Capital Management
Washington
$266K -$497K -21,000 -65%
CP
439
Creekside Partners
California
$265K
MA
440
MCF Advisors
Kentucky
$265K
SB
441
Simmons Bank
Arkansas
$262K
SSW
442
Stone Summit Wealth
Florida
$261K -$5.45K -230 -2%
WJWM
443
Williams Jones Wealth Management
New York
$257K
Comerica Bank
444
Comerica Bank
Texas
$256K -$99K -4,180 -28%
BRWA
445
B. Riley Wealth Advisors
Florida
$256K -$1.09K -46 -0.4%
OBWG
446
Onyx Bridge Wealth Group
New York
$250K +$250K +10,575 New
SAM
447
SignalPoint Asset Management
Missouri
$250K -$237 -10 -0.1%
DFA
448
DHJJ Financial Advisors
Illinois
$250K -$21.4K -905 -8%
OWA
449
Oak Wealth Advisors
Illinois
$250K +$250K +10,566 New
BAWC
450
Boyce & Associates Wealth Consulting
Texas
$245K