We are live on ! Find out more
FNDX icon

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
LPP
451
Life Planning Partners
Florida
$8.3K +$7.73K +402 New
EW
452
Element Wealth
Mississippi
$7.99K
HWA
453
Heritage Wealth Advisors
Virginia
$7.74K +$7.21K +375 New
MFT
454
Moisand Fitzgerald Tamayo
Florida
$7.74K +$7.21K +375 New
HPIA
455
Hamilton Point Investment Advisors
North Carolina
$7.18K +$6.69K +348 New
GWSG
456
GPS Wealth Strategies Group
Colorado
$6.69K
GWM
457
Geneos Wealth Management
Colorado
$6.44K +$4.44K +231 +285%
WAG
458
Wiser Advisor Group
Arizona
$6.41K +$6K +312 New
HCM
459
Hollencrest Capital Management
California
$5.88K
DAM
460
Delta Asset Management
Tennessee
$5.58K
AI
461
Arvest Investments
Arkansas
$5.02K +$4.67K +243 New
SMA
462
Sage Mountain Advisors
Georgia
$4.96K
SWA
463
SOA Wealth Advisors
New York
$4.46K
HGERS
464
Householder Group Estate & Retirement Specialist
Arizona
$4K
KA
465
Kozak & Associates
Colorado
$3.86K
NP
466
NorthRock Partners
Minnesota
$3.65K +$3.4K +177 New
RF
467
Robinswood Financial
Washington
$3.41K +$3.17K +165 New
CIAS
468
Capital Investment Advisory Services
North Carolina
$3.4K -$5.71K -297 -64%
FMP
469
Financial Management Professionals
Texas
$3K -$173 -9 -5%
UIA
470
Ulland Investment Advisors
Minnesota
$3K +$2.88K +150 New
GIA
471
GHP Investment Advisors
Colorado
$2.85K
ACA
472
Atlas Capital Advisors
Wyoming
$2.35K
CT
473
Colonial Trust
South Carolina
$2.11K +$1.96K +102 New
AFWM
474
Abich Financial Wealth Management
Virginia
$2.04K +$1.9K +99 New
AW
475
Avion Wealth
Texas
$2K