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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
Thrivent Financial for Lutherans
426
Thrivent Financial for Lutherans
Minnesota
$291K -$23K -949 -7%
OC
427
Optima Capital
Oregon
$291K +$298K +12,285 New
SWM
428
Sugarloaf Wealth Management
Georgia
$289K +$1.41K +58 +0.5%
IFA
429
Index Fund Advisors
California
$289K +$121 +5 +0%
AC
430
Anson Capital
Georgia
$285K +$24 +1 +0%
SHFA
431
SC&H Financial Advisors
Maryland
$283K +$30.9K +1,276 +12%
JFGIW
432
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K +$246K +10,154 +822%
LSWP
433
Liberty Square Wealth Partners
Pennsylvania
$280K +$274K +11,295 New
ACA
434
Ackerman Capital Advisors
Texas
$280K -$73K -3,010 -20%
WCFA
435
Walkner Condon Financial Advisors
Wisconsin
$274K +$15.2K +627 +6%
BWA
436
Bordeaux Wealth Advisors
California
$273K +$1.31K +54 +0.5%
WCA
437
Westover Capital Advisors
Delaware
$272K -$269K -11,110 -49%
MIC
438
Meridian Investment Counsel
California
$271K -$12.1K -498 -4%
Brown Advisory
439
Brown Advisory
Maryland
$267K +$274K +11,283 New
ECM
440
Evergreen Capital Management
Washington
$266K -$509K -21,000 -65%
CP
441
Creekside Partners
California
$265K
MA
442
MCF Advisors
Kentucky
$265K
SB
443
Simmons Bank
Arkansas
$262K
SSW
444
Stone Summit Wealth
Florida
$261K -$5.58K -230 -2%
WJWM
445
Williams Jones Wealth Management
New York
$257K
Comerica Bank
446
Comerica Bank
Texas
$256K -$101K -4,180 -28%
BRWA
447
B. Riley Wealth Advisors
Florida
$256K -$1.11K -46 -0.4%
OBWG
448
Onyx Bridge Wealth Group
New York
$250K +$256K +10,575 New
SAM
449
SignalPoint Asset Management
Missouri
$250K -$242 -10 -0.1%
DFA
450
DHJJ Financial Advisors
Illinois
$250K -$21.9K -905 -8%